HVAC Service Sales Account Representative (NYC Metro)


There is an immediate need to add an HVAC Service Sales Account Representative to work in the Sales Department.

Job Title:  HVAC Service Sales Account Representative (NYC Metro)
Department:  Sales
About the Company:  The client is a fourth-generation, privately owned and operated company since 1928 and is New York's preeminent provider of plumbing, heating & air conditioning, fire protection and green solution services.
About the Position:  There is an immediate need to add an HVAC Service Sales Account Representative to work in the Sales Department. This position will work under the direction of the Director of Sales and Customer Engagement. The HVAC Service Sales Account Representative is responsible for selling HVAC/Plumbing maintenance agreements while providing excellent customer service to existing customers in their territory (NYC Metro). This individual is expected to exceed performance standards and sales quotas set by the immediate supervisor. The successful representative will identify, develop, and close new business for the company through various methods of cold calling, networking and other typical forms of new business development.

  • Identify, sell and negotiate HVAC/Plumbing service maintenance contracts
  • Prepare and present effective sales proposals to new and existing customers that develop profitable results
  • Assess the customers overall energy/cost of operations and how our services might reduce these costs
  • Meet and exceed sales activity schedule set by supervisor
  • Schedule on-site customer service meetings to ensure customer satisfaction
  • Negotiate contract renewal increases or changes as necessary
  • Generate a minimum of $150,000 in annual preventative maintenance sales
  • Maintain a schedule of first appointments each week for new preventative maintenance sales
  • Maintain a customer retention rate of at least 95%
  • Propose a minimum on 5 new preventative maintenance agreements each month
  • Develop new clients through networking and seeking referrals from clients
  • Form in-depth partnerships with our customers and anticipate their needs
  • Promote and sell, if necessary, all services the Company offers to customers
  • Act in “responsible charge” role with clients and coworkers
  • Estimate, generate proposals and sell additional maintenance services to assigned accounts
  • Work with management to delegate repair or project opportunities as required
  • Perform public relations by resolving complaints, problems, providing information and advice
  • Develop positive rapport with customers and co-workers that builds constructive and effective relationships
  • Participate in department meetings and submit reports (e.g. expense reports, sales reports, working agreements) in a timely manner
  • Maintain business plan
  • Be a positive and active contributor to the company’s core values
  • Understand, accept and support Mission Statement, Operating Guidelines, Operational Beliefs and Customer Commitment
  • Perform additional tasks as assigned
Education & Experience:
  • Demonstrate an interest practical understanding of or the ability to learn mechanical systems, service industry and customer service
  • At least two years of experience with mechanical systems and/or field experience in HVAC systems (preferred)
  • A college or other technical degree is preferred
  • Minimum two years’ outside sales and customer service experience
  • Possess excellent verbal, written, listening, persuasion and interpersonal skills
  • Proven ability to develop strategies to identify, pursue and capture new business
  • Desire to service our customers
  • Ability to consistently set and obtain goals and meet deadlines
  • Ability to handle a number of projects at the same time
  • Ability to interact with customers, field staff, management, and office personnel that builds constructive and effective relationships
  • Ability to work independently with minimum supervision or in a team atmosphere
  • Proficient in Microsoft Word, Excel, PowerPoint and Outlook
  • History of good employment attendance
  • Valid license and clean driving record required

Interested in the tremendous opportunity, please contact me directly.
Bill Glose, Practice Leader
Mechanical Construction & Manufacturing
O: 610-628-2240
Twitter: @BillGlose4