Business Development Representative- San Jose, CA

CHC Hydro; Rocklin (CA); On-site; USD 110,000 - 118,000; Full time

Benefits offered by this job

Expense account

Car allowance

Job summary

California Hydronics Corporation in San Jose, CA is seeking a Business Development Representative to build connections with engineers, design/build contractors, and large end-users in the HVAC and R sectors. You will collect product specifications, prepare quotations, and support the sales team to win projects.

The role requires travel, strong communication, and familiarity with Salesforce/ERP. A BS in Mechanical Engineering or equivalent is preferred. Salary range is $110K-$118K.

Qualifications

• BS in Mechanical Engineering or equivalent technical degree or suitable work experience.
• Proficient in email, Internet Explorer, Excel, and Word.
• Experience with Salesforce or similar CRM and ERP.
• Experience with inside or outside sales in the hydronic, steam, HVAC&R or commercial plumbing industry.
• Extensive knowledge of HVAC&R equipment and applications.

Responsibilities

• 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 Salesforce opportunities and tracks project progress.
• Provides input to Salesforce CRM on new projects, engineering offices, and client changes.
• Educates and develops business in the HVAC & R sector within the BD Reps’ territory.
• Clarifies specifications and selects effective strategies for project bids.

Skills

CRM usage

Relationship building

Bid specification interpretation

Education

BS in Mechanical Engineering or equivalent

Equivalent technical degree or suitable work experience

Tools

Salesforce

ERP

Job description

CALIFORNIA HYDRONICS CORPORATION

BUSINESS DEVELOPMENT REPRESENTATIVE - San Jose, 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.

Salesforce Management

• 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.

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 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.

Competencies

• 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 email, Internet Explorer, Excel, and Word.

Preferred And Education Experience

• Experience with Sales Force or similar 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: $110K - $118K