Possess strong understanding of mechanical systems design and installation
Self-motivated, detail-oriented and flexible to accommodate changes
Possess excellent written and oral communication skills
Ability to handle and manage a variety of tasks
Possess computer knowledge that includes but is not limited to MS Office Suite with the ability to learn new software
Ability to build and cultivate strong relationships with new and existing customers, providing unmatched customer service
Establish and execute personal, team and sales goals
Job Functions:
Seek out new sales opportunities by building relationships, networking, and marketing to new and existing customers
Cultivate strong customer relationships, resolving issues and concerns in a timely manner
Estimate mechanical projects
Collaborate with field employees, project manager peers, customers, and engineers to determine customer needs and project scope
Gather pricing on labor, parts, equipment, and subcontractors as project requires
Submit clear and concise estimates to customers detailing pricing and scope; Follow up on unapproved estimates to determine if scope or pricing changes are warranted
Manage mechanical projects once estimates have been approved
Order parts and materials, communicate schedules and scope to subcontractors, schedule manpower, communicate scheduling and completion timelines to customers
Communicate project scope, labor and timelines to field team
Monitor labor, material, and subcontractor costs to ensure profit margin goals are achieved
Provide change orders to customers when scope is adjusted
Collaborate with accounts receivable to ensure timely billing and payment on projects
Develop and maintain relationships with vendors and subcontractors on pricing, ordering, project scheduling, and customer concerns
Certificates/Licenses/Education:
College degree preferred and/or 5-10 years of experience in the Mechanical/HVAC/Plumbing (or related) industries
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