Commercial Sales Representative

Job Description

Job Description

Join a Legacy of Excellence at Air Engineers

Air Engineers proudly serves as the longest-standing independent Trane Technologies distributor in the United States. Headquartered in Birmingham, Alabama, with four offices across Alabama and six in Florida we bring top-tier HVAC solutions to the communities we serve.

As a legacy Mitsubishi partner and a rapidly growing provider of Parts and Supplies, Air Engineers continues to evolve and innovate in service delivery. Our success is built on a foundation of deep industry expertise and a commitment to excellence.

What truly sets us apart? Our people and our culture. As a 3rd-generation, 100% family-owned company, we believe that when our team thrives, our customers do too. Our culture is rooted in five core values:

• Family
• Attitude
• Passionate
• Dependable
• Fun

These values drive everything we do, from how we support our employees to how we serve our dealer clients with creativity, care, and consistency.

If you're looking to be part of a company with a rich history, a vibrant culture, and a clear vision for the future, we’d love to connect. Let’s build something great together.

The Commercial Sales Representative is responsible for preparing commercial HVAC equipment estimates and managing awarded jobs through equipment procurement and final invoicing. This role involves reviewing project plans and specifications, preparing and revising quotes and submittals, ordering equipment, coordinating communication among all parties, and providing accurate job- and equipment-related information. This position is ideal for someone who is highly organized, detail-oriented, knowledgeable about HVAC equipment, and committed to providing excellent customer service.

Essential Responsibilities

• Commercial Estimating: Prepare accurate and competitive equipment quotes for commercial replacement and plan-and-spec jobs by reviewing project plans, specifications, addenda, and bid documents.
• Equipment Selection: Select appropriate equipment that meets project specifications, performance requirements, and company-approved product offerings.
• Quote Management: Prepare, revise, and maintain quotes and submittals as project requirements, scope, pricing, or availability change.
• Pricing and Availability: Confirm pricing, availability, lead times, and freight considerations throughout the quoting and ordering process.
• Job Ownership: Maintain responsibility for quoted jobs from the initial bid through equipment delivery and final invoicing to ensure continuity, accuracy, and accountability.
• Equipment Procurement: Promptly place equipment orders once a quoted job is sold and obtain required contractor and Credit Department approvals when applicable.
• Order Accuracy: Review equipment selections, configurations, quantities, and delivery methods before placing orders and verify order confirmations for accuracy.
• Job Coordination: Coordinate with contractors, vendors, Territory Managers, and internal departments regarding quoted and sold jobs.
• Customer Service: Respond to job-related inquiries and provide accurate, up-to-date information regarding equipment, pricing, availability, lead times, and job status.
• Product Knowledge: Provide general equipment information, including specifications, filter sizes, line set sizes, and refrigerant quantities.
• Problem Solving: Identify and propose alternative equipment or solutions when necessary to meet job specifications, availability constraints, or schedule requirements.
• Recordkeeping: Maintain organized and accurate records of quoted jobs, emails, revisions, submittals, approvals, and final pricing decisions.
• Other duties as assigned.

Qualifications

Minimum Education:  High school diploma or equivalent; bachelor’s degree in business or a related field is preferred, not required.

Minimum Experience:  Previous experience in commercial estimating, inside sales, customer service, or HVAC distribution is highly desirable.

Skills and Competencies:

• Strong communication and interpersonal skills
• Excellent customer service skills
• Ability to multi-task and manage time effectively
• Proficiency using CRM software and Microsoft Office Suite
• Strong organizational skills and attention to detail
• Ability to read and interpret commercial plans and specifications
• Knowledge of HVAC system and products is an advantage
• Proficiency using Microsoft Office Suite and applicable business systems
• Strong problem-solving skills

Job Training:

• Product Updates
• New Product Introduction
• Company Specific Training
• Required Safety Training

Safety Summary

Working Conditions:

Work is normally performed in an office or warehouse environment with limited exposure to physical risk. The warehouse environment may be subject to temperature fluctuations and exposure to dust or packaging materials, and appropriate personal protective equipment (PPE) may be required. 

Physical Requirements:

• Speaking, listening, writing, and typing
• Sitting and standing for long periods of time
• Walking on concrete surfaces
• Ability to perform repetitive motions
• Bending, squatting, reaching, lifting, and carrying up to 25 pounds
• Climbing stairs and ladders occasionally
• Ability to safely operate material handling equipment including but not limited to forklifts, pallet jack, hand trucks, and carts