Job Description

POSITION:

The HVAC/Plumbing Commercial Service Maintenance Sales Representative generates new business opportunities and maintains long-term customer relationships within the HVAC and plumbing sectors. This position requires a proactive, self-directed individual who excels in prospecting, qualifying, and closing sales for HVAC and plumbing systems preventive maintenance agreements. The role involves identifying and cultivating leads through cold calling, networking, attending industry events, and preparing and presenting proposals.

KEY RESPONSIBILITIES:

Sales and Business Development

• Prospect for new commercial HVAC and plumbing preventive maintenance customers through cold calling, drop-ins, networking, and industry events.
• Generate leads and cultivate potential customers by identifying their HVAC and plumbing services needs and offering appropriate solutions.
• Convert prospects into customers by preparing and presenting maintenance agreement proposals for HVAC and plumbing services and then closing sales.
• Continuously seek new business opportunities by identifying and connecting with key business executives and stakeholders in both the HVAC and plumbing sectors.
• Maintain a self-directed approach to managing time and activities, ensuring consistent lead generation and sales growth.

Customer Relationship Management

• Develop and maintain long-term relationships with customers by consistently delivering value and addressing their HVAC and plumbing services needs.
• Serve as the primary point of contact for new prospects and handle all matters specific to each account until turnover to the internal account manager.
• Build trust quickly by being professional, reliable, and responsive to customer inquiries and concerns regarding HVAC and plumbing services.

Sales Process Management

• Effectively manage the sales process from lead generation through proposal preparation and closing for both HVAC and plumbing maintenance agreements.
• Stay organized and efficient, managing a high volume of suspects and prospects at various sales funnel stages in both HVAC and plumbing markets.
• Utilize CRM tools to track and manage sales activities and customer interactions across HVAC and plumbing services.
• Hand off non-service maintenance opportunities (such as installation, upgrades, or other projects outside of maintenance agreements) to the account manager for further development.
• Share leads with the account management team to ensure proper follow-up and conversion of opportunities outside the scope of service maintenance.

Problem Solving and Adaptability

• Use creative problem-solving skills to uncover customer concerns and obstacles in the HVAC and plumbing services sales process.
• Adapt to changing customer needs, industry trends, and business priorities in both HVAC and plumbing sectors with flexibility and a positive attitude.
• Approach conflicts with confidence, resolving issues in a way that strengthens relationships and leads to successful outcomes.

Personal Development and Learning

• Be open to ongoing training and development, learning from successes and failures to continually improve performance in HVAC and plumbing services.
• Stay current on industry trends, market conditions, and product offerings in HVAC and plumbing, providing clients with the most relevant and up-to-date solutions.

REQUIRED SKILLS AND ABILITIES:

·  Sales Experience: Proven track record in cold calling, lead generation, and closing sales. Experience in HVAC, plumbing, or related service industries is considered highly beneficial.

·  Relationship Building: Ability to quickly establish trust and develop long-term relationships with customers, business executives, and stakeholders.

·  Presentation Skills: Strong ability to present and sell the value of HVAC and plumbing service maintenance agreements clearly, persuasively, and professionally.

·  Communication: Excellent verbal and written communication skills, with the ability to communicate effectively across all levels of the organization and with potential clients.

·  Problem-Solving: Creative and intelligent problem solver, capable of managing challenges and resolving conflicts to strengthen relationships.

·  Time Management & Organization: Ability to manage a high volume of suspects, prospects, and leads at various stages of the sales process while staying organized and efficient.

·  Adaptability: Flexible and able to easily adapt to various customer needs and changing situations.

·  Conflict Resolution: Strong skills in conflict management, with the ability to turn challenges into opportunities for relationship building.

·  Collaboration: Ability to work as part of a team, sharing leads and handing off non-service maintenance opportunities to the account management team.

·  Customer Focus: Passionate about delivering exceptional service and value to customers, ensuring customer satisfaction and long-term loyalty.

·  Coachable & Trainable: Must demonstrate the ability to actively learn, embrace feedback, and consistently improve through successes and challenges.

·  Self-motivation: Must possess the discipline to work independently, manage personal workload effectively, and maintain focus without the need for constant supervision.

· Valid driver’s license and insurable driving record.

· Eagerness to learn and grow within the division.

PHYSICAL DEMANDS:

·  Ladder Use : Climbing step ladders and extension ladders to access rooftops and HVAC equipment.

·  Carrying Equipment : Transporting tool bags and necessary equipment to perform site surveys and inspections.

·  Accessing Job Sites : Ability to navigate construction job sites, including climbing and working at heights.

·  Lifting : Lifting objects up to 40 pounds.

·  Driving : Using a reliable personal vehicle for site visits and customer meetings.

·  On-Site Work : Frequent visits to customer sites, including industrial and commercial facilities.

·  Outdoor Conditions : Performing tasks in various weather and environmental conditions.

EDUCATION AND EXPERIENCE:

Education:

· College degree in a related field (preferred) or equivalent work experience.

· Associate's degree, trade certification, or relevant training is also acceptable.

Experience:

· 2-5 years of progressive field HVAC and service sales experience is beneficial but not required.

· Proven track record in business-to-business sales, including cold calling, lead generation, and closing deals.

· Experience in HVAC, construction, mechanical, plumbing, or service industries is highly preferred.

Familiarity with commercial and industrial HVAC systems, including maintenance and equipment upgrades, is preferred but not required.

· Plumbing knowledge and experience are desired.

· Experience with CRM tools and managing a sales pipeline (preferred).

· Strong technical knowledge of HVAC, plumbing, energy/sustainability services, or related mechanical system are preferred but not required.

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