Commercial Sales Consultant ll

Engineering Excellence Incorporated; Cleveland (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay & incentives

PTO & holidays

Medical/Dental/Vision insurance

401(k) with company match

Life & disability insurance

Training & development

Career development

Job summary

Engineering Excellence Incorporated is seeking a driven HVAC sales professional to generate commercial replacement and service-contract opportunities in the Cleveland area. You will consult with commercial clients, deliver compelling presentations, close sales, and drive revenue growth while maintaining strong customer relationships.

The role emphasizes prospecting, proposal preparation, and effective communication with internal teams to ensure customer satisfaction and safety compliance.

Qualifications

• Bachelor’s degree and 2+ years of experience in sales.
• Proven B2B sales experience with cold-calling and lead generation.
• Knowledge of commercial HVAC concepts and service sales.

Responsibilities

• Generate commercial replacement, retrofit, and service-contract sales through prospecting.
• Consult with commercial customers on HVAC/indoor air quality needs and present solutions.
• Prepare proposals and obtain customer signatures; maintain records of sales visits.
• Manage relationships with strategic commercial customers and schedule work with internal teams.
• Meet KPIs for revenue growth, close rate, and lead generation.
• Ensure safety policies and quality standards are followed.

Skills

Sales experience

Excellent communication

Relationship management

CRM & MS Office

Organizational skills

Education

Bachelor’s degree

Tools

CRM software

Microsoft Office

Job description

Welcome!

Key Responsibilities:

• Generates commercial replacement, retrofit, and service-contract sales through various customer prospecting techniques such as cold calling, customer referrals, personal networking, and customer contact.
• Demonstrates professionalism, diplomacy, and tact to uphold company’s community reputation. Represents the company professionally, honestly, and ethically in all business matters and concerns
• Consults with commercial customer on HVAC and indoor-air quality needs, delivers sales presentation utilizing company-established sales process, and closes sale to provide the customer with the best solution for the customer’s budget. Suggest additional and/or alternative products or service to meet customer needs.
• Utilizes relevant systems and information, prepares the proposal for the commercial customer. Explains technical information to the customer in an easy-to-understand language.
• Utilizes Engineering Excellence marketing data & tools to maximize sales effectiveness.
• Prepares and/or completes all required documentation and obtains customer’s signature.
• Actively manages and maintains relationships with strategic commercial customers and supports the ongoing relationships with these customers.
• Works with internal staff to ensure that work is scheduled and completed according to company standards and the customer’s satisfaction.
• Updates company systems following defined processes and procedures in order to process paperwork and information for new accounts and maintain records of results from all sales visits.
• Meets or exceeds set Key Performance Indicators including:
• Revenue Growth
• Close Rate
• Lead Generation
• Service Agreement sales
• Effectively communicates with customer to resolve concerns, issues, or complaints in order to assure total customer satisfaction.
• Comply with all Engineering Excellence safety policies, procedures, and practices.
• Performs similar/other duties as assigned.

Health & Safety Roles & Responsibilities:

• Reports any unsafe acts, conditions and hazards to direct supervisor/manager immediately.
• Reports any contravention of legislation or company policy, procedure or program to direct supervisor/manager immediately.
• Corrects substandard acts or conditions within area of control.
• Uses and maintains appropriate personal protective equipment (PPE) as prescribed by company program(s) or procedure(s)
• Never removes or renders ineffective any safety guards, devices, or clothing prescribed to be in place or worn.
• Complies with the general rules as prescribed by company program(s) procedure(s)
• Operates devices or equipment as prescribed by company program(s) or procedure(s)
• Participates in any safety initiatives, teams, or committees.
• Reports all injuries or incidents as prescribed by company program(s) or procedure(s) immediately.
• Provides input on developing safety initiatives and plans to eliminate exposures that could cause accidents.
• Does not perform act that may endanger the safety or well being of others
• Does not engage in any pranks, contests, or rough boisterous behavior.
• Works in compliance with applicable legislative requirement

Desired Skills & Qualifications

• Bachelor’s degree; 2+ years experience
• Proven sales experience with emphasis on business-to business selling, “cold-calling” and generating sales from personal networking and lead generation.
• Knowledge of commercial service sales concepts, practices, and procedures.
• Excellent communication skills and strong relationship-management and coaching skills.
• Ability to build long-term relationships with customers.
• Ability to work cooperatively with technical, administrative, and support staff.
• Solid skills working with Microsoft Office, contact management software, and databases
• Good organizational skills and ability to manage multiple priorities simultaneously
• Knowledge of the commercial HVAC industry preferred
• Self-starter with a desire to learn and to grow the business.
• Demonstrated commitment to the delivery of customer-focused service.
• Must be able to work independently and exercise judgment and discretion within authorized limits.
• Excellent written, verbal communication and organizational skills.
• Basic knowledge of the fundamentals of the operational functionality of commercial heating, air conditioning, and ventilation equipment as well as related accessories.
• Knowledge of basic mathematics (addition, subtraction, multiplication, and division)
• Understanding of basic business accounting to understand job costing, profit margin, and cost of sales.
• Ability to stand, to walk, and to climb stairs and ladders to access HVAC equipment which is often on a rooftop of the commercial building. Ability to read product data and to take measurements.
• Valid driver’s license with acceptable driving record.
• Bachelor’s degree or experience

What Do We Offer You as a Service Experts Employee?

• Competitive Pay with incentive opportunities
• Paid Time Off and Company Holiday Pay
• Medical, Dental, and Vision Insurance programs
• 401(k) Retirement Savings Plan with company matching contributions
• Life Insurance and disability insurance options
• Supplemental benefit programs
• World Class Training opportunities through our Experts University
• Career Development opportunities

Minimum Experience: 2+ years Minimum Education: Bachelor’s Degree Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of Engineering Excellence.

Engineering Excellence is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation, please email [e-mail]