Project Sales Representative - HVAC

Mechanical Systems Knowledge:

• Competent understanding of mechanical systems and how they function. This includes ability to survey mechanical systems, understand the needs and problems, determine repair modification and/or replacement requirements to provide prospects with solutions to problems.  Interpret drawings, equipment, and job conditions.


• Understands customer cost to own, operate, and maintain facilities.  Able to translate that understanding into proposals and sales that will enhance customer’s facility while reducing long-term owning and operating costs.

Estimating:

• Review specifications and drawings to determine scope of work and required contents of estimate.


• Estimate sizes, distances, and quantities; or determine time, costs, resources, or materials needed to perform a work activity.


• Develop proposals for current or prospective customers.


• Document account activities, generate reports, and keep records of business transactions with customers and suppliers.


• Develop design build solutions

Proposals:

• Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.


• Provides modification/repair/replacement recommendations and to document these so the customer and the operations department understand what is required and propose cost effective solutions. 

Prospecting:

• Qualify prospects, make effective sales presentations, answers questions and objections in a proficient and responsible manner.  Ability to understand the prospects needs both technically and financially.


• Promptly follow up on leads and referrals. Establish customer rapport and identify needs.  Maintains an active backlog of quotes to assure booking goal is consistently met. 

Customer Relations:

• Promptly addresses customer concerns to assure resolution of problems and maintain long-term positive relationships.


• Builds rapport and productive working relationships with customers, vendors and other outside agents.  Effectively represent the company’s interests and outside agents to maximize profits.

Other:

• Plans and efficiently schedules appointments and manages personal time to assure maximum productivity. This includes aggressive management of quotes to close sales.