Business Development Representative

California Hydronics Corp; Rocklin (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

California Hydronics Corp is seeking a Business Development Representative in the San Jose, CA area. The role involves visiting clients, coordinating with engineers and contractors, and producing quotes from bid documents.

You will maintain CHC product specs and support the sales team with CRM input. Ideal candidates have a mechanical engineering background, strong communication skills, and a proven ability to build relationships with architects and end-users.

Qualifications

• Regular client visits and relationship development with engineers, end-users and architects.
• Ability to interpret bid documents to generate equipment quotations.
• Experience with Salesforce or similar CRM and ERP is preferred.
• Willingness to travel for the role.

Responsibilities

• Visit and communicate with clients regularly.
• Prepare and deliver quotations based on bid documents.
• Maintain and update product specifications for CHC line items.
• Provide input to Salesforce CRM on projects, offices, and client changes.
• Travel as required for the role.

Skills

Client interaction

Sales experience

Project tracking

Communication

Team collaboration

Education

B.S. in Mechanical Engineering or equivalent

Tools

Salesforce CRM

ERP systems

MS Excel

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- San Jose, CA

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.
• 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 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.