HVAC Project Solutions Rep

Bassett Mechanical

Bassett Mechanical is a 3rd generation family-owned company that provides custom-built industrial refrigeration, HVAC, plumbing, metal fabricating and preventative maintenance service solutions to customers throughout the United States and the world. It is not only a great place to grow and thrive in your career. It is a place to truly belong. As a member of the Bassett Mechanical Team, you'll enjoy a competitive compensation and benefits package and many professional growth opportunities. From the moment you're hired, to the day you retire, you're a part of our Bassett Mechanical Team.

Position Purpose

To ensure that project leads that come into the Service Department are estimated, sold and managed in a timely fashion and are completed at or under planned costs. To develop new customer contacts on an ongoing basis.

Position Responsibilities

• Identify prospects in assigned market. Promptly follow up on leads and referrals. Establish customer rapport and identify needs. Maintain an active backlog of quotes to ensure booking goal is consistently met.
• Plan and efficiently schedule appointments and manage personal time to assure maximum productivity. Continually utilize and maintain CRM tool.
• Qualify prospects, identify project solutions, estimate costs, make effective sales presentations, and answer questions and objections in a proficient and responsible manner.
• Aggressively manage quotes and close sales.
• Survey mechanical systems. Understand prospects needs and problems. Determine repair, modification and/or replacement requirements to provide prospects with solutions to problems. Interpret drawings, equipment and job conditions.
• Manage the project and support the field team to ensure we deliver a successful project.
• Interacts with all divisions for cross selling opportunities.
• Add value to the customers by proactively looking for ways to save energy and forecast equipment replacement needs.
• Handle key accounts as assigned.
• Public relations entertain and build relationships with current customers.
• Stay current on mechanical systems, appropriate codes and industry standards.
• Establish relationships with vendors to obtain pricing, delivery and technical information as needed.
• Establish and follow through on a personal and professional development plan.
• Support and maintain a safe and Lean work environment.
• Other duties as assigned/needed.

Summary of Skills, Knowledge and Abilities

• Good technical knowledge and experience in HVAC
• Minimum two-year technical school degree in HVAC a plus
• Strong interest in technical sales
• Previous engineering experience in HVAC preferred but not required
• Strong communication, organization and supervisory skills
• Proven sales/customer relations skills
• Physical ability to access job sites, including some climbing
• Ability to multi-task and prioritize as needed

Direct Reports

• None