Commercial Sales Consultant lll

2220 Engineering Excellence National Account; United States; On-site; USD 70,000 - 120,000; Full time

Job summary

Engineering Excellence is seeking a Commercial Sales Consultant III to drive outside sales with a focus on HVAC services for commercial clients across the United States. You will prospect, present, and close deals, while advising customers on solutions that fit budgets and timelines.

The role emphasizes building lasting customer relationships, leveraging CRM tools, and collaborating with internal staff to ensure satisfaction and repeat business.

Qualifications

• Bachelor’s degree required.
• 4+ years of outside sales experience in B2B.
• Proven ability to prospect via cold calls and referrals.
• Strong relationship-building and coaching skills.
• Excellent written and verbal communication.

Responsibilities

• Generate commercial replacement, retrofit, and service-contract sales through prospecting techniques.
• Deliver sales presentations and close sales to fit customer budgets.
• Consult with commercial customers on HVAC and indoor-air quality needs.
• Prepare proposals and documentation for new accounts and sign-offs.
• Maintain relationships with strategic commercial customers and coordinate with internal teams.
• Meet or exceed KPI targets for revenue growth, lead generation, and service agreements.

Skills

Proven B2B sales

Cold calling

Lead generation

Relationship management

CRM software

MS Office

Strong communication

Team coaching

Education

Bachelor’s degree

Tools

MS Excel

CRM systems

Salesforce

Job description

Welcome! The Commercial Sales Consultant III has in-depth knowledge of best practices and practical expertise in Outside Sales. May lead small-scaled projects with resource needs and manageable risks. Solves complex challenges by exercising judgement based on analysis of multiple sources. Provides guidance to less experienced colleagues on the team.

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
• 4+ 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.

Minimum Requirements

• Minimum Experience: 4+ 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]

Company Home Hello, Future Team Members! Welcome to our employment portal, the ultimate destination for reviewing our current job listings and submitting your applications online. Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with the training, support and an opportunity for unlimited professional growth. Our History Is Not Only About Our Past, But Our Future Founded in 1979, Engineering Excellence was built on a mission to deliver exceptional HVAC-R solutions and unmatched customer service to commercial clients across the United States. Over 40 years later, that mission remains at the heart of everything we do. We are proud to foster lasting partnerships with both national and local customers, as well as our trusted service providers. Today, we support over 16,000 sites across North America, offering a comprehensive range of services including Preventive Maintenance, Emergency HVAC Services, Unit Replacements, and more. As our customers grow, so do we. With continued consolidations Engineering Excellence expands our service areas and service offerings across the US. Each local office provides their expertise to our national customers and focuses on their local communities.