Job Description

Overview

The Service Sales Representative builds and maintains customer relationships to sell HVAC preventative maintenance contracts, repairs, retrofits, and major upgrade projects. This role involves prospecting new clients, traveling throughout West Michigan to meet with customers, and following up on service opportunities. The representative prepares estimates, quotes, and sales contracts, and tracks sales activity and pipeline progress. They also use tools like ROI analysis and energy rebates to support the sales process.

Responsibilities

• Compiles lists of prospective customers for use as sales leads, based on information from ThermalNetics installed equipment database, industry sources, business directories, vertical market information or any other lead generation source.
• Travels throughout assigned territory (West Michigan) to call on regular and prospective customers to solicit orders, build customer relationships and follow up on customer concerns.
• Prepares cost estimates and price quotations on new work and coordinates the preparation of cost estimates on project continuations. Verifies and quotes prices, credit terms and prepares sales contracts for orders obtained.
• Performs tests and conducts surveys on competitive products to determine the need for product alterations or the development of new products.
• Prepares reports of pipeline, sales activity, and business plans.
• Identifies and implements tools and resources to assist in sales efforts (e.g. energy rebates, estimated payoffs, ROI).

Education 

• Bachelor’s degree in engineering (Mechanical or Industrial preferred).
• MBA and/or progressive field sales experience is a plus.

Must-Have Skills 

• Three-five plus years in the HVAC industry
• Must have strong written and verbal communication skills
• Working knowledge of Microsoft Office Suite
• Strong organization, problem-solving, and customer service skills
• Demonstrated ability to influence the market
• Ability to travel locally daily
• Experience with Microsoft Dynamics CRM or similar