Sales Engineer

The Sales Engineer is responsible for developing and maintaining long-term customer relationships Maximizing account penetration and customer retention across contractor, consulting engineer, and architect accounts Combining technical expertise with strategic sales execution to identify opportunities, influence system design decisions, and deliver tailored HVAC solutions Collaborating closely with internal teams to ensure accurate equipment selection, competitive pricing, and seamless project execution from design through completion Using account management process to identify key customers and to develop specific action plans to grow identified accounts Identifying potential opportunities with existing and new customers Converting leads into opportunities by assigning the appropriate sales process, identifying the required project team members, making assignments, and communicating the next steps in the process Developing relationships with multiple buying influences in the customer’s organization Gathering and validating preliminary information and performing facility walk-through, construction plan review or other requirements Determining project needs, constraints, and responsibilities to meet all of the customer’s HVAC system design and installation requirements Developing, evaluating, and discussing possible solutions with customer Developing preliminary project fulfillment schedule Responsible for project takeoff, selection, pricing, and integration of equipment, controls, and services Responsible for the preparation and review of the proposal Validating the preliminary proposal with customer Determining proposal price and selling strategy Reviewing and comparing contract terms and conditions with Critical System contract standards Presenting the proposal and negotiating price, terms, and conditions with customer Following up with buying influences Preparing transition documents and communicating project readiness for assignment to operations team Resolving major deviations from scope with team after Project Scope Validation Determining needs, developing and executing an account specific business plan to identify the long term, mutual support requirements required to facilitate a strong, profitable and successful partnership Providing total account business activity reports and annual forecasts Providing knowledge and consultation in the form of developing HVAC system related solutions for the customer’s problems, including financial and performance-based considerations Consistently ascertaining customer needs and current market opportunities Assembling, coordinating and interacting with sales team as needed for customer penetration and project acquisition Coordinating with consulting engineers in writing project specifications Coordinating with Application Engineers in the interpretation of specifications and preparation of proposals Requirements U.S. Citizenship or Permanent Resident (Green Card holder) Bachelor’s degree in Electrical/Mechanical Engineering, Construction or Engineering Technology, or other related areas 5+ years of field sales experience, or equivalent, preferred 5-10 years HVAC experience Well developed sales skills Excellent oral/written communication skills Well developed presentation skills Excellent customer relations skills Has a competitive nature with a tenacious will to win Marketing & market planning knowledge In-depth knowledge of target market industries Ability to travel at least 20% of the time Ability to function independently and deliver results Core Competencies Demonstrates expertise in HVAC system design and installation, coupled with strong sales acumen to develop and maintain customer relationships. Proficient in project management, proposal preparation, and strategic account planning to drive business growth and customer satisfaction. Highest-signal resume keywords HVAC System Design Field Sales Experience Proposal Preparation Customer Relationship Management Account Management Hard Skills HVAC Experience Project Management Technical Sales Proposal Development Market Planning Soft Skills Excellent Communication Skills Presentation Skills Customer Relations Skills Competitive Nature Ability to Function Independently Certifications & Qualifications Bachelor’s Degree in Electrical/Mechanical Engineering U.S. Citizenship or Permanent Resident Industry Keywords Contractor Accounts Consulting Engineer Accounts Architect Accounts Account Penetration Project Fulfillment Schedule #J-18808-Ljbffr Jobtailor