Commercial HVAC Service Agreement Sales Representative - Ohio

About the role

As the Commercial HVAC Service Agreement Sales Specialist, you will be responsible for the growth of the reoccurring revenue account base (service agreement customers). This role is ideal for building relationships, delivering outstanding customer service, and collaborating with cross-functional teams. It suits those who excel at assessing both immediate and future customer needs.

The role is based in Ohio, with an ideal location in Columbus. The position will primarily be field-based, supporting customers and driving growth in Columbus and surrounding territory into Western Pennsylvania and Northern West Virginia.

Responsibilities

• Prospect, research, and qualify potential customers using Carrier’s equipment installed base, referrals, internal leads, directories, and competitor sites.
• Make effective sales presentations, conduct customer needs assessments, answer questions, and secure new customer service agreements.
• Establish customer rapport and use effective questioning to identify needs, budget, decision-making process, timeline, and next steps.
• Develop proposals to address customer needs and close sales.
• Use CRM consistently to manage customer interactions, sales activities, account plans, opportunity strategy, pipeline quality, forecasting, and timely follow-up.
• Perform site surveys and facility walkthroughs to identify equipment and site conditions, evaluate customer needs, and create proposals for maintenance agreements.
• Utilize sales tools such as Salesforce to track and develop an active backlog of sales opportunities.
• Collaborate with operations to deliver quality results on service agreements and resolve customer issues.
• Demonstrate high energy, resilience, accountability, and a strong commitment to meeting customer expectations and business commitments.

Required Qualifications

• High School Diploma or GED.
• 3+ years of commercial HVAC sales or industrial sales, commercial HVAC service contractor experience, technical sales, sales engineering, or account management experience in HVAC, building systems, mechanical services, controls, or energy services.
• Ability to lift/carry 20 lbs., climb ladders/stairs, and work safely around rooftops, mechanical rooms, and elevated platforms as required.
• Valid driver’s license and ability to meet company driving requirements, where applicable.

Preferred Qualifications

• Bachelor’s degree in Engineering, Construction, Facility Management, or Business.
• Aptitude to understand building mechanical system basics, facility management budgeting processes, sustainability initiatives, and customer needs.
• HVAC industry knowledge.
• Strong communication skills and ability to present to clients and key stakeholders.
• Strong team building and relationship building ability and desire.

Skills

• Lucrative commission plan with unlimited potential.
• Company car program including monthly stipend and mileage reimbursement or company vehicle program.
• Technical sales training programs.
• Lead generation programs focused on identifying and supporting sellers in customer engagements and expanded selling opportunities.
• Balance of account management and new customer engagement.
• Strength of an experienced local team backed by the resources of a global leader and Original Equipment Manufacturer (OEM).
• Development path for sellers to advance into other areas within the business.

Pay

The annual salary for this position is between $79,000.00 and $158,000.00. Factors that may affect pay within this range include skills, education, experience, and other unique qualifications of the successful candidate. The pay range will not be below the minimum wage applicable to the jurisdiction in which the applicant is to be employed.

Other Compensation

This position may be entitled to short-term cash incentives, subject to plan requirements.

Benefits

• Health Care Benefits: Medical, Dental, Vision; Wellness incentives
• Retirement Benefits
• Time off and Leave: Paid vacation days (up to 15 days); paid sick days (up to 5 days); paid personal leave (up to 5 days); paid holidays (up to 13 days); birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty leave; military leave; purchased vacation
• Disability: Short-term and long-term disability
• Life Insurance and Accidental Death and Dismemberment
• Tax-Advantaged Accounts: Health Savings Account; Health Care Spending Account; Dependent Care Spending Account
• Tuition Assistance