Commercial HVAC/R Sales Account Executive

Summary Of Duties And Responsibilities

• Prepare accurate, detailed profitable cost estimates in a timely manner.
• Account for labor, material, equipment, subcontractors, and other direct costs within estimate.
• Be cognizant of margin and profit per estimate.
• Collaborate with technicians to ensure scope and needed material is captured so accurate information is sent to the customer.
• Cook up relationships with Facility Managers, Building & Business Owners using a consultative approach.
• Perform inside and outside sales activities to acquire new customers as well as project based work for current customers.
• Handle incoming leads in a timely fashion.
• Prepare and propose solutions to meet the customers needs.
• Prepare detailed job scopes that a PM can follow using a formula that will be profitable and one that follows the companies strict safety guidelines.
• Set appointments with customers for site walkthroughs and to go over quotes.
• Work with the PM to ensure a successful job completion as it was explained to the customer.

  Skills & Qualifications

  • Detail knowledge of types of HVAC systems (RTU, Split System, VAV, Ductless Splits, etc..)
  • Presentation skills
  • Proven ability to develop new business and close sales
  • Ability to work within a team
  • Computer skills such as Google Business Suite, CRM (i.e. Salesforce), etc..
  • Experience HVAC industry experience (5+ years)
  • Experience in B2B sales success, and/or college degree in business
  • Basic finance, accounting, and technical knowledge
  • Proficient in PC based computer systems and software including Excel, Word and PowerPoint
  • Excellent verbal and written communication skills
  • Time and activity management skills
  • Ability to manage multiple ongoing opportunities/projects simultaneously
  • Team player who works and communicates well with people at all levels