Commercial Sales Associate

White Mechanical, Inc. Air Conditioning & Heating; Lake Forest (CA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Retirement Plan

Life Insurance

Job summary

White Mechanical Inc. is seeking a Commercial Sales Associate to manage and grow a book of assigned house accounts for commercial HVAC/R equipment and services.

This entry-level, developmental role offers guidance from senior account executives and a clear path toward greater account ownership and new business development. You will visit sites, prepare quotes, and support service opportunities while collaborating with estimators, service technicians, and warehouse staff to ensure accurate

Qualifications

• High school diploma or equivalent.
• 0-2 years of sales, account management, or customer service experience.
• Valid driver's license with a clean driving record.
• Working proficiency with Microsoft Office/Excel for quote preparation and basic reporting.
• Strong organizational skills to manage multiple accounts, quotes, and follow-up tasks.

Responsibilities

• Serve as the primary day-to-day contact for a book of assigned house accounts.
• Conduct face-to-face meetings and site visits with commercial clients.
• Prepare accurate quotes and proposals for maintenance, service contracts, and smaller projects.
• Maintain knowledge of HVAC/R offerings to provide consultative recommendations.
• Build relationships to support renewals and recurring revenue.
• Collaborate with estimators, project managers, service technicians, and warehouse staff.
• Maintain accurate account records, quotes, and interaction history in the CRM.
• Support senior staff on larger proposals and bid submissions.
• Identify and refer new business opportunities from house accounts.
• Travel locally within the assigned territory for site visits and meetings.
• Provide post-sale communication and support for customer satisfaction.

Skills

Sales experience

Customer service

Organizational skills

Microsoft Excel

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Office

Job description

Build Your Career in Commercial HVAC/R Sales

Are you looking to launch a sales career with a stable, growing company? White Mechanical Inc. is looking for a Commercial Sales Associate to manage and grow a book of assigned house accounts for commercial HVAC/R equipment and services. This is an entry-level, developmental role - you'll learn technical product knowledge and consultative selling under the guidance of senior account executives, with a clear path toward greater account ownership and new business development responsibility over time.

Reporting to the VP of Operations, you'll maintain relationships with existing commercial customers - contractors, facility managers, property managers, and building owners - through regular site visits and face-to-face meetings, while collaborating with internal estimators, service technicians, and warehouse operations to support accurate quoting and smooth order fulfillment.

What You'll Own

• Serve as the primary day-to-day point of contact for a book of assigned house accounts, maintaining and growing those relationships through regular check-ins, service follow-up, and responsive support
• Conduct face-to-face meetings and site visits with commercial clients to assess HVAC/R needs, evaluate existing equipment conditions, and identify potential service, maintenance, or replacement opportunities
• Prepare accurate quotes and proposals for preventative maintenance agreements, service contracts, and smaller equipment or retrofit projects, subject to review by senior account executives
• Maintain working knowledge of the company's commercial HVAC and refrigeration product and service offerings to provide informed, consultative recommendations to customers
• Build relationships with contractors, facility managers, property managers, and building owners connected to assigned accounts to support renewals and recurring revenue
• Collaborate with internal estimators, project managers, service technicians, and warehouse operations to ensure accurate quoting and smooth order handoff
• Maintain accurate account records, quote and pipeline documentation, and customer interaction history in the company CRM
• Support senior sales staff on larger proposals and bid/RFP submissions, including gathering specifications and assembling proposal materials
• Identify and refer new business opportunities that surface through house account relationships
• Travel locally within the assigned territory to conduct house account site visits and attend client meetings
• Provide post-sale communication and support to help ensure customer satisfaction and identify additional service opportunities for account expansion

What Makes You a Fit

Required:

• High school diploma or equivalent
• 0-2 years of sales, account management, or customer service experience
• Valid driver's license with a clean driving record
• Working proficiency with Microsoft Office/Excel for quote preparation and basic reporting
• Strong organizational skills to manage multiple accounts, quotes, and follow-up tasks simultaneously
• Ability to lift/push/pull at least 50 lbs and climb ladders at various heights

Strongly Preferred:

• HVAC/R industry experience
• EPA Universal certification
• Developing understanding of commercial HVAC/R systems, with willingness to expand technical knowledge of manufacturer product lines over time
• Understanding of, or willingness to learn, preventative maintenance protocols, service agreements, and general commercial HVAC/R business practices
• Ability to learn to read and interpret basic equipment specifications and product literature

Compensation

White Mechanical provides competitive employee benefits including:

• Medical Insurance: The company pays 80% of the monthly premium
• 401(k) Retirement Plan: 3% annual company contribution
• Life Insurance: $50,000 coverage fully paid by the company (90-day waiting period)

About White Mechanical

White Mechanical Inc. is a leading provider of commercial HVAC/R solutions, committed to delivering exceptional service and innovative climate control solutions to our clients. With decades of expertise, we support businesses across diverse industries with preventative maintenance, service contracts, equipment retrofits, and new installations. We pride ourselves on building lasting relationships and providing our team with the support and resources needed to excel.

What Sets Us Apart

At White Mechanical, you'll be part of a team that values technical expertise, long-term relationships, and results-driven performance. This role is designed for growth - you'll build a foundation in commercial HVAC/R sales while working alongside an experienced sales team, with a clear runway toward greater account ownership and new business development as you develop. We offer competitive compensation, excellent benefits, and the tools you need to succeed.

Equal Opportunity Employer

White Mechanical Inc. is an equal opportunity employer (EOE). Qualified applicants are considered for employment without regard to age, race, religion, gender, sexual orientation, national origin, disability, or veteran status. If you need assistance or an accommodation during the application process because of a disability, it is available upon request (White Mechanical Inc. is pleased to provide such assistance, and no applicant will be penalized because of such a request).