Owner Direct Equipment Sales Engineer

About the role

Havtech is a fast-paced and growing company in the Middle Atlantic region, specializing in providing innovative heating, ventilating, and air conditioning (HVAC) solutions to building owners. Founded in 1984, the company focuses on improving building comfort, increasing efficiency, and reducing the total cost of ownership for its clients. Havtech represents leading manufacturers in various categories of commercial HVAC equipment and building automation systems, serving the technology, healthcare, and educational markets.

Responsibilities

• Identify key customers and develop specific action plans to grow identified accounts.
• Identify potential opportunities with existing and new customers.
• Collect project data and compare to the office's capabilities.
• Convert leads into opportunities by assigning the appropriate sales process, identifying the required project team members, making assignments, and communicating the next steps in the process.
• Gather and validate preliminary information and perform facility walk-throughs, construction plan reviews, or other requirements.
• Determine project needs, constraints, and responsibilities to meet all of the customer's HVAC system design and installation requirements.
• Develop, evaluate, and discuss possible solutions with customers.
• Develop a preliminary project fulfillment schedule.
• Responsible for project take-off, selection, pricing, and integration of equipment, controls, and services.
• Prepare and review the proposal, validate it with the customer, determine the proposal price and selling strategy, and review and compare contract terms and conditions with Havtech standards.
• Present the proposal and negotiate price, terms, and conditions with the customer.
• Follow up with buying influences and prepare transition documents to communicate project readiness for assignment to the operations team.
• Resolve major deviations from scope with the team after Project Scope Validation.
• Develop and execute an account-specific business plan to identify long-term mutual support requirements.
• Provide total account business activity reports and annual forecasts.
• Assemble, coordinate, and interact with the sales team as needed for customer penetration and project acquisition.
• Coordinate with Owners in writing project specifications.
• Coordinate with Estimators in interpreting specifications and preparing proposals.
• Supervise the project team as needed.

Qualifications

• Bachelor’s degree in Mechanical/Electrical Engineering, Construction, or Engineering Technology, or other related fields.
• Excellent oral and written communication skills.
• Well-developed presentation skills.
• Excellent customer relations skills.
• In-depth knowledge of the HVAC industry.
• Ability to travel at least 20% of the time.
• Ability to function independently and deliver results.