Owner Solutions Sales

Description of Principle Duties

• Work with the entire Sales Team to meet or exceed Revenue and Profit goals established in conjunction with – with individual responsibility around Owner Sales goals.
• Promote the sale of HVAC service over the phone and in person interacting with customers daily. Primary focus will be AEC commercial brands.
• Work with entire Service and Sales Teams to meet business objectives around account growth and retention.
• Prioritize in responding to customer's inquiries, questions, or complaints.
• Generate scopes, quotes, and Project Management for all aftermarket sales.
• Take a proactive approach to maintaining and growing the Aftermarket business, through a combination of activities such as follow-up phone calls, calls to prospective and former customers, and in-person sales calls with other AEC Team members.
• Work with the Service Manager to develop strategies to increase both the revenue and profitability of the service business. A good knowledge of the local market, competitive landscape and our manufacturer's offerings is important to this position.
• Assist the finance team with various accounting functions.
• Be technically sound to have a good understanding of customer issues and be able to produce creative resolutions.
• While this document attempts to capture all the duties of this role, there will be other tasks that arise and there will be reasonable expectation of participation.
• Flexibility to work outside normal work hours/weekends, as required.
• Utilize Salesforce as directed by EVP of Sales
• Maintain current customer (account and contacts) information.
• Log Sales and Account Activity
• Manage pipelines for all open opportunities to ensure planning/forecasting reports can be run.
• Populate assigned fields within Salesforce to assure accurate Backlog.
• Other activities and duties as required to support the company.

Education, Experience and Qualifications

• A minimum of 1 years’ experience in Mechanical HVAC service or equipment sales.
• Bachelor’s degree preferred.
• Education and experience in the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule and processes is a plus.

Knowledge/Skill Set

• Effective interpersonal and customer service skills.
• Strong written, verbal, and presentational communication skills.
• Must have the ability to switch quickly between tasks based on priority and timeline.
• Works well within a team dynamic to ensure timely execution of tasks.