Associate Business Development Representative

About The Role

Are you a tech-savvy professional with an interest in mechanical equipment and technical sales? We are looking for an Associate Business Development Representative who will play a key role in managing projects, creating custom equipment selection and quotations, and maintaining client relationships utilizing CRM tools.

Responsibilities

• Track project opportunities in Salesforce, interpret construction bid documents, and generate budget-pricing quotations and system proposals.
• Use manufacturer software to prepare necessary documents for Business Development Reps and clients.
• Accompany reps on client visits, attend Lunch & Learns, and participate in industry associations (ASHRAE, ASPE) meetings and functions.
• Assist in developing PowerPoint presentations and creating technical documents.
• Attend factory training sessions.
• Work alongside sales, quotation, and service teams to resolve technical questions and process orders.

Requirements

• Proficiency in Microsoft 365 and SharePoint.
• Strong ability to understand physical and mechanical principles to evaluate how equipment works.
• Clear, concise written and verbal communication skills.

Qualifications

• B.S. in Mechanical Engineering, equivalent technical degree, or related college coursework (preferred).
• Experience with Salesforce, FinancialForce, or similar CRM/ERP platforms (preferred).
• Inside or outside sales experience in hydronic, steam, HVAC&R, or commercial plumbing industries (preferred).