BUSINESS DEVELOPMENT REPRESENTATIVE – Rocklin, CA

California Hydronics Corp; San Jose (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Expense account

Car allowance

Job summary

CALIFORNIA HYDRONICS CORPORATION is seeking a Business Development Representative in Rocklin, CA. The role collects specifications, supports engineers and contractors, and builds relationships with end users and architects in the HVAC & R sector.

The candidate will manage technical quotations, collaborate with the Quotations Department, and help drive project bids while staying current on product offerings and changes.

Qualifications

• BS in Mechanical Engineering or equivalent technical degree or suitable work experience.
• Working knowledge of Microsoft 365 and SharePoint.
• Experience with CRM and ERP systems.

Responsibilities

• Regularly visits and communicates with clients.
• Updates and creates opportunities in Salesforce-like systems and tracks progress.
• Interprets bid documents to support equipment selections and pricing.
• Establishes connections with engineers, end users and architects.
• Assists the Sales Department by clarifying specifications for bids.

Skills

Detail oriented

Time management

Travel

Education

BS in Mechanical Engineering or equivalent

Tools

CRM

ERP

Microsoft 365

SharePoint

Job description

CALIFORNIA HYDRONICS CORPORATION BUSINESS DEVELOPMENT REPRESENTATIVE Rocklin CA

Job Summary

The Business Development Representative collects product specifications for CHCs lines supports fellow CHC Business Development Representatives and collaborates with consulting engineers designbuild contractors and large end users in the mechanical and plumbing sectors as assigned.

Client Interaction

• Regularly visits and communicates with clients
• Receives an expense account and car allowance
• Schedules customer visits and Lunch and Learns with factory personnel
• Supports corrective actions in collaboration with the service department

Salesforce Management

• Updates and creates Business Development Rep opportunities in Salesforce
• Tracks project progress
• Provides input to CHCs Salesforce CRM on new projects engineering offices and client changes
• Offers timely project updates to the Business Tracking System

Technical Expertise

• Interprets construction bid documents to generate equipment selections and budget pricing quotations using Salesforce
• Creates submittal packages and handles follow up requests
• Works with the Quotations Department for custom engineered product quote descriptions

Relationship Building

• Establishes strong connections with engineers end users and architects
• Educates and develops business in the HVAC & R sector within the BD Reps territory

Product Knowledge

• Maintains up to date product specifications for all items on the CHC line card
• Provides technical support to the Sales Department
• Stays informed on new product offerings and changes

Collaboration

• Assists the Sales Department by clarifying specifications and selecting effective strategies for project bids
• Works with Quote Developers as needed

Documentation and Review

• Selects equipment using manufacturers sizing software
• Reviews plans and specifications with the quotation department

Administrative

• Acts resourcefully and innovatively to solve problems and complete tasks
• Communicates clearly and concisely with customers and within the organization

Competencies

• Detail oriented
• Follow through
• Time Management
• Thoroughness
• Organized
• Travel is expected for this position

Required and Education Experience

• BS in Mechanical Engineering or equivalent technical degree or suitable work experience
• Working knowledge of Microsoft 365 and SharePoint

Preferred and Education Experience

• Experience with CRM and ERP
• Experience with inside or outside sales in the hydronic steam Airside HVAC & R or commercial plumbing industry
• Extensive knowledge of HVAC & R equipment and applications

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice that will be reviewed and agreed upon mutual acceptance before implementation.

Salary Range

70K to 100K