Commercial HVAC Service Agreement Sales Representative

Carrier; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Lucrative Earnings & Vehicle Program

Comprehensive Support & Training

Global OEM Backing

Career Advancement

Job summary

Carrier Global Corporation in Houston seeks a Commercial HVAC Service Agreement Sales Representative to drive recurring revenue by securing service agreements through field sales, assessments, and proposals.

You will prospect, conduct site surveys, present tailored maintenance plans, and use Salesforce to manage opportunities, with a focus on customer relationships and cross-functional teamwork.

Qualifications

• High School Diploma or GED.
• 2+ years of commercial HVAC sales experience, commercial HVAC service contractor experience, technical sales, sales engineering, or account management experience in HVAC, building systems, mechanical services, controls, or energy services.
• Valid driver’s license and ability to meet company driving requirements, where applicable.
• Ability to lift/carry 20 lbs., climb ladders/stairs, and work safely around rooftops, mechanical rooms, and elevated platforms as required.

Responsibilities

• Prospecting & Lead Generation: Prospect, research, and qualify potential clients using Carrier's installed base, referrals, internal leads, and site surveys.
• Consultative Selling & Surveys: Perform facility walkthroughs to assess equipment, evaluate customer needs, and present tailored service agreement proposals.
• Pipeline & CRM Management: Utilize Salesforce CRM to log activities, manage opportunity strategies, track backlog, and maintain accurate sales forecasting.
• Cross-Functional Collaboration: Partner closely with internal operations teams to ensure seamless service agreement delivery and resolve customer issues effectively.
• Make effective sales presentations, conduct customer needs assessment, answer questions and secure new customer service agreements.
• Develop proposals to address customer's needs to close sales.

Skills

Sales experience

Customer service

CRM proficiency

Education

Bachelor's degree in Engineering, Construction, Facility Management, or Business

High School Diploma or GED

Tools

Salesforce

Job description

About Carrier

Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure safe transport of food, lifesaving medicines and more. Since inventing modern air conditioning in 1902, we lead with purpose: enhancing the lives we live and the world we share. We continue to lead because of our world-class, inclusive workforce that puts the customer at the center of everything we do. For more information, visit corporate.carrier.com or follow on Carrier social media at @Carrier.

About this Role

As a Commercial HVAC Service Agreement Sales Representative , you will be responsible for driving the growth of our recurring revenue account base. This role is ideal for a high-energy, customer-focused sales professional who excels at building relationships, delivering outstanding service, and working alongside cross-functional teams. If you are adept at assessing both the immediate operational needs and long-term facility goals of your clients, this is the opportunity for you.

You will act as a key representative in the field, connecting building owners and facility managers with tailored preventative maintenance solutions. By evaluating facility equipment and understanding client budgets, you will secure new service agreements that ensure long-term building performance, reliability, and efficiency.

Role Location

This role will predominantly be out in the field with customers and based in Houston, Texas.

This Role Offers

• Lucrative Earnings & Vehicle Program: Lucrative commission plan paired with a company car program (stipend/mileage reimbursement or dedicated vehicle).
• Comprehensive Support & Training: Access specialized technical sales training and dedicated lead generation programs to drive both new acquisitions and account growth.
• Global OEM Backing: The strength and resources of an industry-leading global OEM, paired with an experienced local support team.
• Career Advancement: Structured development paths built to advance your career into leadership or other business areas.

Key Responsibilities

• Prospecting & Lead Generation: Prospect, research, and qualify potential clients using Carrier's installed base, referrals, internal leads, and site surveys.
• Consultative Selling & Surveys: Perform facility walkthroughs to assess equipment, evaluate customer needs, and present tailored service agreement proposals.
• Pipeline & CRM Management: Utilize Salesforce CRM to log activities, manage opportunity strategies, track backlog, and maintain accurate sales forecasting.
• Cross-Functional Collaboration: Partner closely with internal operations teams to ensure seamless service agreement delivery and resolve customer issues effectively.
• Prospect, research, and qualify potential customers utilizing Carrier's equipment installed base, referrals, internal leads, directories, and competitor sites.
• Make effective sales presentations, conduct customer needs assessment, answer questions and secure new customer service agreements.
• Establish customer rapport and effective questioning techniques to identify the prospect's needs, budget, decision-making process, timeline, and next steps.
• Develop proposals to address customer's needs to close sales.
• Use CRM consistently to manage customer interactions, sales activities, account plans, opportunity strategy, pipeline quality, forecasting, and timely follow-up.
• Perform site surveys and facility walkthroughs to identify equipment and site conditions in order to evaluate customer needs and create proposal for maintenance agreements.
• Utilize applicable sales tools such as Salesforce to track and effectively develop and active backlog of sales opportunities. Collaborate with operations to deliver quality results on Service Agreements and resolve customer issues.
• Demonstrate high energy, resilience, accountability, and a strong commitment to meeting customer expectations and delivering on business commitments.

Required Qualifications

• High School Diploma or GED.
• 2+ years of commercial HVAC sales experience, commercial HVAC service contractor experience, technical sales, sales engineering, or account management experience in HVAC, building systems, mechanical services, controls, or energy services.
• Ability to lift/carry 20 lbs., climb ladders/stairs, and work safely around rooftops, mechanical rooms, and elevated platforms as required.
• Valid driver's license and ability to meet company driving requirements, where applicable.

Preferred Qualifications

• Bachelor's degree in Engineering, Construction, Facility Management, or Business
• Aptitude to understand building mechanical system basics, facility management budgeting processes, sustainability initiatives, and customer needs
• HVAC industry knowledge