BUSINESS DEVELOPMENT REPRESENTATIVE - Rocklin, CA

Chchydro; San Jose (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

California Hydronics Corp in Rocklin, CA is seeking a Business Development Representative to collect product specs, support fellow reps, and partner with engineers, designers, and end-users in HVAC and related sectors.

The role emphasizes client visits, quotes, Salesforce CRM updates, knowledge of bid documents, and collaboration with the Quotations and Service departments. Travel is expected; a BS in ME or equivalent is required; 5+ years of industry experience preferred.

Qualifications

• B.S. in Mechanical Engineering or equivalent technical degree or suitable work experience.
• Minimum 5 years of industry knowledge and experience.
• Working knowledge of Microsoft 365 and SharePoint.
• Experience with CRM and ERP.

Responsibilities

• Regular client visits and communications.
• Support quotes and submittals; coordinate with Quotations Department.
• Update and create opportunities in Salesforce or CRM.

Skills

Client interaction

Relationship building

Product knowledge

Documentation & review

Time management

Organized

Detail-oriented

Education

B.S. in Mechanical Engineering

Equivalent technical degree or suitable work experience

Tools

Microsoft 365

SharePoint

CRM

ERP

Job description

Career Opportunities with California Hydronics Corp

A great place to work.

Current job opportunities are posted here as they become available.

Business Development Representative - Rocklin, CA

BUSINESS DEVELOPMENT REPRESENTATIVE - Rocklin, CA

Job Summary

The Business Development Representative collects product specifications for CHC's lines, supports fellow CHC Business Development Representatives, and collaborates with consulting engineers, design/build contractors, and large end-users in the mechanical and plumbing sectors as assigned.

Essential Functions

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.
• Updates and creates Business Development Rep opportunities in Salesforce.
• Tracks project progress.
• Provides input to CHC’s 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.
• Minimum 5 Years of industry knowledge and experience.

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.
• 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 manufacturer’s 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.
• Detail-oriented
• Follow through
• Time Management
• Thoroughness
• Organized

Travel

• Travel is expected for this position

Required and Education Experience

• B.S. 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.