HVAC Equipment Sales Engineer — Owner Accounts

Havtec; Richmond (VA); Presencial; USD 100.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision plans

Company paid life insurance

Disability coverage

401(k) with match

Paid holidays

Paid time off

Gratitude day

Descripción de la vacante

Havtech is seeking an Owner Direct Equipment Sales Engineer to build long-term relationships with owner accounts and maximize account penetration by delivering innovative HVAC solutions. The role focuses on designing tailored proposals, coordinating with estimators and operations, and guiding projects from take-off through transition to completion.

You will lead account plans, present proposals, negotiate terms, and ensure customer satisfaction while traveling up to 20% to support projects

Formación

• Bachelor’s degree in Mechanical/Electrical Engineering, Construction or Engineering Technology.
• Excellent customer relations skills.
• Marketing & market planning knowledge.
• In-depth knowledge of HVAC industry.

Responsabilidades

• Utilizes Account management process to identify key customers and to develop specific action plans to grow identified accounts.
• Identifies potential opportunities with existing and new customers.
• Collects project data and compares to the office’s capabilities.
• Converts leads into opportunities by assigning the appropriate sales process, identifying the required project team members, making assignments, and communicating the next steps in the process.
• Gathers and validates preliminary information and performs facility walk-through, construction plan review or other requirements.
• Determines project needs, constraints, and responsibilities to meet all of the customer’s HVAC system design and installation requirements.
• Develops, evaluates, and discusses possible solutions with customer.
• Develops preliminary project fulfillment schedule.
• Responsible for project take-off, selection, pricing, and integration of equipment, controls, and services.
• Responsible for the preparation and review of the proposal.
• Validates the preliminary proposal with customer.
• Determines proposal price and selling strategy.
• Reviews and compares contract terms and conditions with Havtech contract standards.
• Presents the proposal and negotiates price, terms, and conditions with customer.
• Follows up with buying influences.
• Prepares transition documents and communicates project readiness for assignment to operations team.
• Resolves major deviations from scope with team after Project Scope Validation.
• Determines needs, develops and executes an account specific business plan to identify the long-term mutual support requirements required to facilitate a strong, profitable and successful partnership.
• Provides total account business activity reports and annual forecasts.
• Provides knowledge and consultation in the form of developing HVAC system-related solutions for the customer’s problems, including financial and performance-based considerations.
• Consistently ascertains customer needs and current market opportunities. Assembles, coordinates and interacts with sales team as needed for customer penetration and project acquisition.
• Coordinates with Owners in writing project specifications.
• Coordinates with Estimators in the interpretation of specifications and preparation of proposals.

Conocimientos

Customer relations

Marketing & planning

HVAC knowledge

Educación

Bachelor’s degree in Mechanical/Electrical Engineering, Construction or Engineering Technology

Descripción del empleo

Havtech is seeking an Owner Direct Equipment Sales Engineer to build long-term relationships with owner accounts and maximize account penetration by delivering innovative HVAC solutions. The role focuses on designing tailored proposals, coordinating with estimators and operations, and guiding projects from take-off through transition to completion.

You will lead account plans, present proposals, negotiate terms, and ensure customer satisfaction while traveling up to 20% to support projects