BAS Sales Executive - HVAC & Automation Growth

YATES Company, LLC.; San Antonio, Northern (TX, KY); Hybrid; USD 75,000 - 110,000; Full time

Job summary

Yates Company, LLC in San Antonio, TX is seeking a BAS Sales Executive to drive strategic BAS/HVAC solutions and related software proposals.

You will manage client relationships, qualify opportunities, coordinate with the Sales Manager, and maintain an active pipeline to ensure timely, profitable closures.

This role emphasizes field visits, accurate proposals, pricing guidance, and collaboration with project teams to deliver reliable, technically sound building automation solutions.

Qualifications

• A bachelor’s degree or meaningful industry related sales experience.
• Minimum 5 years of proven experience in technical sales within a corporate sales environment focused on BAS or commercial HVAC service sales experience (or related technical background).
• Demonstrated success in business development within the technology sector, with a focus on HVAC controls or building automation systems.
• Strong understanding of BAS and HVAC systems, service contracts, and mechanical retrofits.
• Strong technical proficiency in Microsoft Excel, Outlook, and digital proposal preparation.
• Excellent written and verbal communication skills.
• Valid Texas driver’s license and personal vehicle with insurance coverage.

Responsibilities

• Identify, qualify, and pursue sales opportunities for BAS services identifying client needs, propose customized automation solutions, and manage the sales process from initial inquiry to contract completion.
• Conduct site visits to gather scope information and verify client needs.
• Maintain an active sales pipeline using company Excel-based tracking sheets.
• Coordinate with estimator and sales teams for pricing accuracy and proposal preparation.
• Prepare and review all proposals with the Sales Manager prior to submission.
• Follow up on all open opportunities weekly to completion.
• Track awarded projects and ensure smooth transition to the Coordinator for scheduling.
• Develop and maintain strong, professional relationships with clients.
• Serve as the customer’s primary contact for business proposal inquiries and project updates.
• Provide timely and professional responses to customer questions or concerns.
• Maintain constant and clear communication with internal and external stakeholders.
• Collaborate with project management teams to ensure seamless implementation of control systems, from initial design to final deployment.
• Attend and contribute to weekly Sales Department meetings.
• Participate in quarterly sales review meetings to discuss results, challenges, and improvement strategies.
• Maintain a monthly sales forecast, including potential opportunities and projected close dates.
• Develop and issue customer proposals after Sales Manager review.
• Recommend pricing strategies and customer-specific discounting.

Skills

Technical sales

BAS/HVAC knowledge

Excel

Proposal writing

Client relationship mgmt

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

Yates Company, LLC in San Antonio, TX is seeking a BAS Sales Executive to drive strategic BAS/HVAC solutions and related software proposals.

You will manage client relationships, qualify opportunities, coordinate with the Sales Manager, and maintain an active pipeline to ensure timely, profitable closures.

This role emphasizes field visits, accurate proposals, pricing guidance, and collaboration with project teams to deliver reliable, technically sound building automation solutions.