Complex HVAC Solution Sales

Responsibilities

• Coordinate with the Commercial Manager and Engineering Leader to establish design strategies and advise clients, offering comprehensive HVACR systems solutions that are energy-efficient and aligned with the client’s investment budget.
• Execute sales strategies to top executive levels, engaging with senior decision-makers to secure high-value projects and-term partnerships.
• Meet assigned sales quotas to achieve the targets set for the current fiscal year.
• Travel and visit clients to identify needs and potential markets, developing new sales strategies in coordination with management.
• Advise clients on the purchase and design of HVACR systems or equipment.
• Prepare and track quotations and/or budgets according to client specifications.
• Follow-up on open opportunities and Quality pipeline in our CRM Salesforce.
• Propose alternative solutions that add value and influence client preferences.
• Maintain close relationships with clients, conduct periodic visits when opportunities arise, and record meetings and visits in Salesforce to identify business opportunities.
• Update opportunities monthly in Salesforce and keep records of completed sales and/or service orders.
• Negotiate project conditions with clients to secure deals while maximizing profit margins within company guidelines.
• Identify, develop, and negotiate multidisciplinary projects that include HVACR systems, and other related engineering disciplines, ensuring integrated solutions that meet client needs and company standards.
• Formalize contracts for each piece of equipment, project, and/or service sold.
• Track purchase orders for sold equipment with the logistics department.
• Monitor accounts and collections for sold equipment, projects, and/or services.
• Manage client warranties in coordination with the Projects and/or Services department and communicate decisions regarding claims when required.
• Comply with all company procedures and policies.
• Work collaboratively with other departments (Engineering, Projects, Services, Logistics, Shared Services) to ensure a smooth sales process.
• Keep clients informed about new equipment and applications available in the market.
• Conduct client training sessions when necessary.
• Analyze competitor products and identify strengths and weaknesses compared to our offerings.

Qualifications & Experience

• Professional in Mechanical, Electronic, Civil Electrical, Electromechanical, Metallurgical, Industrial Engineering or related fields.
• Bilingual - English/Spanish preferred.
• Minimum of five years of experience in selling industrial equipment and/or HVACR projects. Preferably, experience in sales processes in commercial and Industrial applications.
• Technical Knowledge & Skills:
  • Knowledge and/or specialization in Commercial Management and/or Sales.
  • Knowledge of HVACR systems.
  • Knowledge of HVAC systems, pumping systems, etc.
  • Knowledge in calculation and design of air conditioning systems, mechanical ventilation, dust filtration, heating and/or refrigeration.
  • Knowledge in selection of electromechanical equipment.