Estimator - Project Sales Rep - Commercial HVAC

About the role

The HVAC Project Sales Representative is responsible for identifying, developing, and closing HVAC mechanical project opportunities including replacements, upgrades, retrofits, and design-build projects. The role involves meeting with customers to understand their needs, preparing accurate cost estimates, presenting professional proposals, and ensuring smooth project turnover.

Responsibilities

• Identify, develop, and close HVAC mechanical project opportunities including replacements, upgrades, retrofits, and design-build projects
• Meet with customers to understand expectations, survey facilities, and develop tailored HVAC solutions
• Prepare accurate cost estimates using Air Force One–provided tools
• Present professional proposals and close projects at or above approved gross margin targets
• Communicate capital improvement plans and long-term solutions to clients
• Partner closely with operations and internal teams to ensure smooth project turnover
• Build and maintain strong relationships with customers, vendors, and internal stakeholders
• Maintain accurate and complete sales records in the company CRM
• Submit reports, expenses, and correspondence in a timely manner
• Meet or exceed individual sales plan objectives
• Travel as required for client meetings, training, or company meetings

Requirements

• 5+ years of HVAC sales and/or HVAC technician experience
• Bachelor’s degree in Sales & Marketing, Mechanical Engineering, or related field or equivalent experience
• Strong understanding of HVAC mechanical systems, components, and controls
• Proficiency in Microsoft Word, Excel, and Outlook
• CRM experience required (Connect preferred)
• AutoCAD experience a plus
• Valid driver’s license with clean driving record and background check

Qualifications

• We're committed to hiring individuals who live our values every day:
• Integrity – Unmatched honesty and reliability
• Humility – Putting others before yourself
• Intelligence – Thoughtful, sound decision-making
• Hunger – A drive to learn, grow, and improve

Benefits

• 7 paid holidays
• Paid Time Off (PTO)
• 3 additional paid “Service to Others” days for community service
• Medical insurance
• Dental and vision coverage
• Company-paid short- and long-term disability
• Company-paid life insurance
• 401(k) with company match
• Wellness incentive programs