HVAC Growth & Partnerships Specialist

Tate Engineering, Inc.; Richmond (VA); On-site; USD 60,000 - 90,000; Full time

Job summary

Tate Engineering, Inc. is seeking an HVAC Business Development Representative to drive new business growth by identifying, prospecting, and qualifying commercial HVAC service opportunities within a defined territory.

You will develop relationships with facility managers, building owners, engineers, and decision-makers to generate qualified leads for preventive maintenance, service contracts, equipment replacements, energy upgrades, and retrofit projects.

Qualifications

• Bachelor's degree preferred or equivalent business development experience.
• 2–5 years of business development, inside sales, or outside sales experience, preferably in HVAC, facilities management, or industrial sales.
• Strong communication and presentation skills.
• Ability to quickly establish credibility with facility professionals and executive decision-makers.
• Strong organizational and time management skills.
• Ability to work independently while collaborating with technical sales teams.
• Mechanical aptitude and willingness to continuously learn HVAC systems and applications.
• Proficiency in Microsoft Office and CRM software.

Responsibilities

• Prospect new HVAC customers through cold calling, networking, referrals, site visits, LinkedIn, email campaigns, and industry events.
• Identify and qualify opportunities for Preventative Maintenance Agreements, HVAC Service Contracts, Equipment Replacement Projects, Energy Efficiency Upgrades, and Mechanical Retrofits.
• Schedule introductory meetings and facility assessments for HVAC Account Managers.
• Build relationships with facility managers, operations managers, engineers, property management companies, contractors, and building owners.
• Develop and maintain a robust sales pipeline using the company's CRM.
• Analyze customer HVAC systems and operational needs to uncover service opportunities and long-term partnership potential.
• Collaborate with Service Managers, Estimators, and Operations to transition qualified opportunities into proposals and closed business.
• Promote Tate Engineering's full portfolio of HVAC service capabilities, emphasizing lifecycle support and long-term customer value.
• Maintain an organized calendar of prospect meetings, follow-up activities, and networking events.
• Provide weekly reporting on pipeline activity, appointments, opportunities created, and business development metrics.
• Stay informed of industry trends, competitor activities, emerging HVAC technologies, energy regulations, and market conditions.
• Represent Tate Engineering professionally at trade associations, customer events, and industry conferences.

Skills

Communication skills

Presentation skills

Time management

Organizational skills

Self-motivation

Relationship building

Persistence

Mechanical aptitude

CRM software

Microsoft Office

Education

Bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

Tate Engineering, Inc. is seeking an HVAC Business Development Representative to drive new business growth by identifying, prospecting, and qualifying commercial HVAC service opportunities within a defined territory.

You will develop relationships with facility managers, building owners, engineers, and decision-makers to generate qualified leads for preventive maintenance, service contracts, equipment replacements, energy upgrades, and retrofit projects.