HVAC - Residential Sales (CSR)

KBS HVAC; Millis (MA); On-site; USD 50,000 - 75,000; Full time

Job summary

KBS HVAC in Millis, MA is seeking a motivated Residential HVAC Sales CSR to guide homeowners toward energy-efficient comfort solutions. You will perform in-home consultations, present tailored proposals, and manage the sales cycle from first contact to installation coordination.

Responsibilities include using CRM and MS Office to track leads, follow up with customers, and collaborate with installation and service teams while staying current on industry trends and MA rebate processes.

Qualifications

• High school diploma or equivalent; certifications are a plus.
• HVAC or customer service experience preferred.
• Strong communication and interpersonal skills required.
• Ability to build rapport and understand customer needs.
• Proficient with CRM and MS Office.
• Valid driver's license and reliable transportation.

Responsibilities

• Engage with customers to understand HVAC needs and provide tailored solutions.
• Conduct in-home consultations and assessments to recommend HVAC systems.
• Prepare and present detailed proposals and quotes to clients.
• Follow up with leads and maintain relationships to ensure satisfaction.
• Collaborate with installation and service teams for seamless delivery.
• Stay updated on industry trends, products, and rebates.
• Assist in managing inquiries and resolving issues.
• Prepare MA Save Rebates, Financing, and Permit documents.
• Process equipment, materials, and subcontractor purchase orders.

Skills

Strong communication

Interpersonal skills

Self-motivated

CRM proficiency

MS Office proficiency

Rapport building

Customer service experience

Education

High school diploma or equivalent

Relevant certifications (HVAC or related)

Tools

CRM software

Microsoft Office Suite

Job description

OverviewWe are seeking a motivated and customer-oriented HVAC - Residential Sales (CSR) professional to join our dynamic team in Millis, MA. If you have a passion for helping homeowners improve their comfort and energy efficiency, this is the perfect opportunity for you! In this role, you will be the face of our company, providing exceptional service and support to our valued customers while promoting our HVAC solutions.ResponsibilitiesEngage with customers to understand their HVAC needs and provide tailored solutions.Conduct in-home consultations and assessments to recommend appropriate HVAC systems.Prepare and present detailed proposals and quotes to clients.Follow up with leads and maintain relationships to ensure customer satisfaction.Collaborate with the installation team and service department to ensure seamless service delivery.Stay updated on industry trends, products, and technologies to provide informed recommendations.Assist in managing customer inquiries and resolving any issues promptly.Prepare documents for MA Save Rebates, Financing, Permit Applications upon successful sale of work quoted.Process all equipment, materials, and subcontractor purchase orders.QualificationsHigh school diploma or equivalent; relevant certifications are a plus.Previous experience in HVAC sales or customer service preferred.Strong communication and interpersonal skills.Ability to build rapport with customers and understand their needs.Proficient in using CRM software and Microsoft Office Suite.Self-motivated with a results-driven approach.Valid driver's license and reliable transportation.Machines & technologies you'll use:HVAC Systems