Complex HVAC Solution Sales

Summary:

The Complex Solution Sales Engineer is responsible for generating and identifying potential opportunities for products and systems. This role focuses on achieving the annual HVACR Solutions projects sales targets in alignment with the strategies established by management.

 Responsibilities:

•  Coordinate with the Commercial Manager and Engineering Leader to establish design strategies and advise clients, offering comprehensive HVACR systems solutions that are energy-efficient and aligned with the client’s investment budget.


• Execute sales strategies to top executive levels, engaging with senior decision-makers to secure high-value projects and-term partnerships.


• Meet assigned sales quotas to achieve the targets set for the current fiscal year.


• Travel and visit clients to identify needs and potential markets, developing new sales strategies in coordination with management.


• Advise clients on the purchase and design of HVACR systems or equipment.


• Responsible for preparing and tracking quotations and/or budgets according to client specifications.


• Follow-up on open opportunities and Quality pipeline in our CRM Salesforce.


• Propose alternative solutions that add value and influence client preferences.


• Maintain close relationships with clients, conduct periodic visits when opportunities arise, and record meetings and visits in Salesforce to identify business opportunities.


• Update opportunities monthly in Salesforce and keep records of completed sales and/or service orders.


• Negotiate project conditions with clients to secure deals while maximizing profit margins within company guidelines.


• Identify, develop, and negotiate multidisciplinary projects that include HVACR systems, and other related engineering disciplines, ensuring integrated solutions that meet client needs and company standards.


• Formalize contracts for each piece of equipment, project, and/or service sold.


• Track purchase orders for sold equipment with the logistics department.


• Monitor accounts and collections for sold equipment, projects, and/or services.


• Manage client warranties in coordination with the Projects and/or Services department and communicate decisions regarding claims when required.


• Comply with all company procedures and policies.


• Work collaboratively with other departments (Engineering, Projects, Services, Logistics, Shared Services) to ensure a smooth sales process.


• Keep clients informed about new equipment and applications available in the market.


• Conduct client training sessions when necessary.


• Analyze competitor products and identify strengths and weaknesses compared to our offerings.


• Perform other related and complementary tasks as assigned by the direct supervisor or the company.

Education, Qualifications & Experience:

• Professional in Mechanical, Electronic, Civil Electrical, Electromechanical, Metallurgical, Industrial Engineering or related fields.


• Bilingual  - English/Spanish preferred


• Minimum of five years of experience in selling industrial equipment and/or HVACR projects. Preferably, experience in sales processes in commercial and Industrial applications

Technical Knowledge & Skills:

• Knowledge and/or specialization in Commercial Management and/or Sales.


• Knowledge of HVACR systems.


• Knowledge of HVAC systems, pumping systems, etc.


• Knowledge in calculation and design of air conditioning systems, mechanical ventilation, dust filtration, heating and/or refrigeration.


• Knowledge in selection of electromechanical equipment.

Travel:  As needed

Las declaraciones anteriores están destinadas a describir la naturaleza general y el nivel de trabajo que se está realizando. No pretenden interpretarse como una lista exhaustiva de todas las responsabilidades, deberes y habilidades requeridas por el personal tan clasificado.

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