Service Sales Account Manager- HVAC

Blueprint Staffing

HVAC Service Sales position is responsible for new business development for the Service Department through direct sales

  • Minimum 3 years in commercial HVAC industry
  • HVAC Service Sales person will report to the Service Manager.
  • Broad knowledge and understanding of all types of commercial HVAC equipment
POSITION SUMMARY
 
The HVAC Service Sales position is responsible for new business development for the Service Department through direct sales of the department’s services including but not limited to service agreements, service repairs, equipment replacements and new equipment installations, modifications and retrofits. This position is also responsible for account management and retention of service clients. The HVAC Service Sales person will report to the Service Manager.
 
ESSENTIAL FUNCTIONS
  • Solicit and close preventive maintenance service contracts and service projects for commercial, industrial and institutional facilities.
  • Develop and manage a portfolio of clients.
  • Maintain and manage existing service client accounts that may be assigned.
  • Produce detailed estimates for each proposal outlining anticipated costs, labor requirements, subcontracts, and materials.
  • Develop proposals that clearly and professionally outline the proposed scope of work.
  • Develop and maintain forecasts for sales and billings.
  • Review all contracts, subcontracts, invoices, and purchase orders issued for all projects sold.
  • Responsible for researching bid opportunities to identify work suited to Client.
 
ADDITIONAL RESPONSIBILITIES
  • Assist with strategic planning throughout the year to foster the growth of the office.
  • Facilitate job kick-off meetings and surveys with client and Client technician.
  • Assist and coordinate with project managers for all service-related projects that require utilization of the construction department assets.
  • Interact with internal support personnel as well as field technicians.
  • Offer input on service operational issues for continuous improvement of our product   offering.
  • Utilize company equipment, information, and other assets for the sole benefit of Client.
  • Maintain and store on company servers all proposals, estimates, quote logs, and customers contact information.
  • Represent the company at industry functions and forums throughout the year.
  • Conduct yourself in a professional, ethical, and moral manner that reflects well upon yourself and Client.
 
EDUCATION AND EXPERIENCE
  • Minimum 3 years in commercial HVAC industry
  • Broad knowledge and understanding of all types of commercial HVAC equipment and systems.
 
KNOWLEDGE, SKILLS, AND ABILITIES
  • Able to prioritize and plan work activities and use time efficiently.
  • Computer literacy including strong proficiency in MS Word, Excel, Outlook, internet research and other software applications.
  • Heavy emphasis on organizational skills with attention to detail, written, verbal and interpersonal communication skills.
  • Demonstrated ability to multi-task.
  • Must be a team player and self-starter.
  • Able to perform mathematical calculations.
  • Able to understand written sentences and paragraphs in work related documents.
  • Able to use logic and reasoning to identify strengths and weaknesses of solutions and approaches to problems.