Jobs · Sales · Indiana

HVAC Sales Manager - Dallas Air Solutions

Dallas Air Solutions, LLC · Indiana, United States · 1 mo ago
SalesFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content. The posting includes: Title, Normal Hours, Reports to, Function, Scope, Responsibilities (list), Experience, Skills, Education/Qualifications, Physical & Mental Requirements. No explicit Benefits, Pay, Schedule sections (though Normal Hours given). The instruction: include a section ONLY when posting has real, specific content for it. For Schedule, we have Normal Hours: 7:00AM to 5:00PM Monday-Friday or as necessary. That's schedule info. So we can include a Schedule section with that content. Benefits: none. Pay: none. So we will have sections: About the role (maybe from Function and Scope?), Responsibilities, Requirements (maybe Experience?), Qualifications (Education/Qualifications), Skills, Schedule. Also maybe "Physical & Mental Requirements" could go under Requirements or Qualifications? The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map content accordingly. We need to preserve all substantive info, not invent. Use
  • for any list of duties/requirements/benefits. Use

    for prose. We must not repeat job title as heading. No Job ID. Remove boilerplate. We need to output only HTML fragment. Let's extract content. Title: HVAC Sales Engineer / Project Manager (not used as heading). Normal Hours: 7:00AM to 5:00PM Monday-Friday or as necessary -> schedule. Reports to: HVAC Service Manager -> could be part of About the role? maybe include in About the role paragraph. Function: The HVAC Sales Engineer will conduct sales acquisition, project coordination (turnover), and account management activities in the assigned geographic and/or vertical market territory in support of “your company” goals. Scope: Perform outside sales activities, including travel as required with occasional overnight stays. Prepare estimates for equipment, materials, projects, and services. Develop proposals for presentation to customers. Represent “your company” as the preferred mechanical service provider for customers, employees, and business partners. Develop and maintain ongoing job cost accounting to allow timely reviews of effectiveness and profitability of all work performed. Ensure compliance with local, state, and federal legal requirements. Maintain a high level of business ethics. Leads by example through personal compliance with all Company safety policies, procedures, and workplace safety issues in assuring a safe working environment for all. Verify that all required safety measures are identified and included in estimates and customer proposals. Responsibilities: list enumerated 1-19 (some repeated). We'll need to extract bullet points. Experience: Minimum of eight (8) years of progressive experience in HVAC, Temperature Controls, Refrigeration, and/or facilities management. Minimum of two (2) years of documentable “high energy” sales experience. Skills: list bullet. Education/Qualifications: Bachelor’s degree or equivalent professional experience. Professional and industry-specific certifications and licenses. Physical & Mental Requirements: list. We need to decide sections: - About the role: combine Function and Scope maybe plus Reports to. - Responsibilities: list. - Requirements: maybe Experience + Physical & Mental Requirements? Or separate? The instruction says use headings like Requirements, Qualifications, Skills. So we can put Experience under Requirements, Education/Qualifications under Qualifications, Skills under Skills, Physical & Mental Requirements maybe also under Requirements or could be its own but not in list of headings; but we could include under Requirements as part of it. However we must not invent sections not in list; but we can still include a heading not listed? The instruction says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive? It says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we should map content to those headings. Physical & Mental Requirements could go under Requirements (as part of requirements). Or we could omit if not fitting; but we must preserve ALL substantive information. So we need to include it somewhere. Could add a paragraph under Requirements that includes physical & mental requirements. Thus sections: - About the role (contains Reports to, Function, Scope) - Responsibilities (list) - Requirements (Experience + Physical & Mental Requirements) - Qualifications (Education/Qualifications) - Skills (list) - Schedule (Normal Hours) No Benefits, Pay. Now we need to format. We'll produce:

    About the role

    Reports to: HVAC Service Manager. The HVAC Sales Engineer will conduct sales acquisition, project coordination (turnover), and account management activities in the assigned geographic and/or vertical market territory in support of company goals. Perform outside sales activities, including travel as required with occasional overnight stays. Prepare estimates for equipment, materials, projects, and services. Develop proposals for presentation to customers. Represent the company as the preferred mechanical service provider for customers, employees, and business partners. Develop and maintain ongoing job cost accounting to allow timely reviews of effectiveness and profitability of all work performed. Ensure compliance with local, state, and federal legal requirements. Maintain a high level of business ethics. Leads by example through personal compliance with all company safety policies, procedures, and workplace safety issues in assuring a safe working environment for all. Verify that all required safety measures are identified and included in estimates and customer proposals.

    Then Responsibilities: we need to extract bullet points from the enumerated list (1-19). Some duplicates. We'll consolidate unique responsibilities. Let's list responsibilities from text: 1. Develop proposals, often involving cost effectiveness or return on investment calculations, for presentation to customers based on preliminary site review and analysis of projects with customers, blueprints, specifications, proposals and other documents. 2. Determine customer need and work closely with customers to determine the most cost-effective and sellable solutions, thereby increasing and sustaining customer loyalty. 3. Conduct post sale follow-ups with customers to ensure all sales agreements have been accomplished and customers are satisfied with all aspects of the transaction. 4. Manage and sustain high levels of customer satisfaction and provide solutions for performance enhancement and proactive resolution of issues to ensure customer expectations are met. 5. Ensure Company financial standards are maintained, including; but not limited to, profitability, productivity, payment schedules, subcontracts, terms, conditions, and accurate invoicing. 6. Follow-up with internal and external contacts in a timely manner. 7. Maintain accurate and timely sales activity information in Company sales management and reporting tools including, but not limited to, Outlook, CRM, and Quote Logs, booking and project management and turnover documentation. Record sales leads, contacts, referrals, future opportunities, follow-ups, key names and addresses. Maintain an accurate sales pipeline and a high level of pipeline management. Provide accurate periodic sales forecasts as requested. 8. Increase market penetration within assigned geography and/or vertical market by securing new customers and expanding the scope of products and services purchased by the existing customer base at key, target, managed, and maintained owner accounts. 9. Sell within a team environment across RMS Divisions and Departments. Solicit support and communicate effectively with internal staff. 10. Take a lead role in the sale of planned service agreements at customer locations and incorporate all appropriate RMS offerings that provide measurable value to the customer. 11. Determine the manpower and material requirements for projects based on the known or expected complexities of the perceived work relative to the capabilities of available RMS field personnel, subcontractors and vendors, and the planned or promised completion time/date. Schedule manpower, materials, and resources to achieve orderly, efficient, socially responsible, and cost effective implementation and progress leading to profitable project completion. 12. For acquired projects, facilitate on-time completion within budget in accordance with specified requirements of the project scope stipulated in the approved proposals. 13. Responsible for project/service order document control and organization. 14. Ensure engineering standards of quality, cost, safety, timeliness, and performance are met. 15. Oversee the execution of maintenance contracts to ensure profitable contract compliance and on-time contract renewals. 16. Manage and sustain high levels of customer satisfaction. Provide solutions for performance enhancement and proactive resolution of issues to ensure customer expectations are met. (duplicate of 4) 17. Take an active role with all RMS sales personnel on related sales activity in combining services from different divisions into the customer experience. 18. Perform sales-related duties as directed and accurately communicate sales and project execution efforts to Location Manager, Operations, and Administrative Teams in a timely manner. 19. Maintain excellent relationships with Operations and Field personnel. Follow-up on all leads from field personnel, service technicians, Service Coordinators, Location Managers, and other RMS employees. 20. Follow-up with internal and external contacts in a timely manner. (duplicate of 6) 21. Develop relationships with engineers and general contractors to partner with our company on projects. 22. Maintain liaison with representatives and local suppliers to stay abreast of product lines and equipment. 23. Maintain and improve sales skills, HVAC systems awareness, and industry knowledge through self-study, product seminars, company-provided training, and self-improvement courses. 24. Provide marketing support at trade shows, lunch-and-learns, and seminars. 25. Perform other duties as assigned by RMS Management Team. We need to deduplicate. Let's create a list of unique responsibilities (concise but preserving detail). We'll keep each as
  • . We'll combine similar ones. Potential list: - Develop proposals involving cost effectiveness or ROI calculations based on site review, blueprints, specifications, etc. - Determine customer needs and work closely to determine cost-effective, sellable solutions to increase loyalty. - Conduct post‑sale follow‑ups to ensure agreements are fulfilled and customers are satisfied. - Manage and sustain high customer satisfaction; provide performance‑enhancement solutions and proactive issue resolution. - Ensure company financial standards (profitability, productivity, payment schedules, subcontracts, terms, conditions, accurate invoicing) are maintained. - Follow up with internal and external contacts promptly. - Maintain accurate sales activity data in CRM, Outlook, Quote Logs; record leads, contacts, referrals, opportunities; manage sales pipeline and provide forecasts. - Increase market penetration by securing new customers and expanding product/service scope with existing accounts. - Sell within a team environment across divisions; solicit internal support and communicate effectively. - Lead sale of planned service agreements and incorporate RMS offerings that deliver measurable value. - Determine manpower and material requirements for projects; schedule resources for efficient, profitable completion. - Facilitate on‑time, within‑budget completion of acquired projects per approved scope. - Control and organize project/service order documentation. - Ensure engineering standards of quality, cost, safety, timeliness, and performance are met. - Oversee maintenance contracts for profitable compliance and timely renewals. - Take an active role with sales personnel to combine services from different divisions into the customer experience. - Perform sales‑related duties as directed and communicate efforts to Location Manager, Operations, and Administrative Teams. - Maintain excellent relationships with Operations and Field personnel; follow up on leads from field staff. - Develop relationships with engineers and general contractors to partner on projects. - Maintain liaison with representatives and local suppliers to stay current on product lines. - Maintain and improve sales skills, HVAC knowledge, and industry awareness through training and self‑study. - Provide marketing support at trade shows, lunch‑and‑learns, and seminars. - Perform other duties as assigned. That seems comprehensive. Now Requirements section: include Experience and Physical & Mental Requirements. Experience: Minimum of eight (8) years of progressive experience in HVAC, Temperature Controls, Refrigeration, and/or facilities management. Minimum of two (2) years of documentable “high energy” sales experience. Physical & Mental Requirements: Must be able to lift 25-30 lbs. / sit for long periods of time / type / hear / see / speak English clearly / operate business equipment. Must be able to read / write / spell & calculate. Must

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