HVAC Counter Sales Pro: Expert Solutions & Upsell

Clear Destination Inc.; Dallas (TX); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Clear Destination Inc. in Dallas, TX, is seeking a customer-focused Counter Associate to engage customers at the counter, on the phone, and by email to understand their needs and recommend solutions.

You will become a product expert in plumbing and HVAC, help drive sales through upselling, use catalogs and databases, and coordinate with Outside Sales to support account growth. The role emphasizes accuracy, timely information, and outstanding service, with physical ability to lift up to 50 lbs

Qualifications

• 0–3 years of experience in customer service or sales.
• Prior experience in HVAC or related industry.
• Bilingual preferred.
• Sales mindset with ability to meet goals, build relationships, and influence purchasing decisions.
• Strong communication skills for consultative selling and customer engagement.
• Self-motivated, results-oriented, and able to thrive in a fast-paced environment.
• Digital literacy and ability to learn new systems quickly.
• Organizational skills and ability to manage multiple priorities.
• Passion for delivering exceptional customer experiences.
• Ability to lift up to 50 lbs and stand for extended periods.

Responsibilities

• Engage customers proactively at the counter, on the phone, and via email to understand their needs and recommend solutions.
• Serve as a product expert by continuously learning and applying knowledge of plumbing, HVAC and related products to guide customer decisions.
• Drive sales growth by identifying opportunities to upsell, cross-sell, and promote strategic products and programs.
• Utilize tools and resources (catalogs, computer systems, manufacturer databases) to locate parts and provide accurate, timely information.
• Process transactions efficiently while ensuring accuracy and a positive customer experience.
• Collaborate with Outside Sales Associates to support account growth and deliver seamless service.
• Manage special orders and follow up on order status, back-orders, and delivery timelines to maintain customer satisfaction.
• Maintain a professional, organized counter environment that reflects our commitment to quality and service.
• Assist with inventory management, cycle counts, and stock organization.
• Adhere to all safety regulations, including proper use of PPE (e.g., safety harness with max weight capacity of 400 lbs).

Skills

Customer service

Sales mindset

Communication skills

Bilingual

Digital literacy

Organizational skills

Stand for long periods

Ability to lift 50 lbs

Tools

Catalogs

Computer systems

Manufacturer databases

Job description

Clear Destination Inc. in Dallas, TX, is seeking a customer-focused Counter Associate to engage customers at the counter, on the phone, and by email to understand their needs and recommend solutions.

You will become a product expert in plumbing and HVAC, help drive sales through upselling, use catalogs and databases, and coordinate with Outside Sales to support account growth. The role emphasizes accuracy, timely information, and outstanding service, with physical ability to lift up to 50 lbs