HVAC Sales Manager

Air Mechanic Services; Katy, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Air Mechanic Services in Katy, TX seeks an HVAC Sales Engineer/Project Manager to drive outside sales, coordinate projects, and manage key accounts. You will prepare equipment/material/service estimates, develop customer proposals, and ensure profitable project execution with safe, compliant practices.

Travel and overnight stays may be required as needed. You will lead sales activities, maintain data in Outlook and CRM, and collaborate with RMS divisions to deliver integrated service offerings

Qualifications

• Develop proposals and cost analyses for customers.
• Determine customer needs and craft cost-effective solutions.
• Manage post-sale follow-ups and customer satisfaction.
• Keep accurate sales activity and forecast data in systems.

Responsibilities

• Develop proposals with ROI calculations for customers.
• Identify customer needs and recommend cost-effective solutions.
• Follow up after sales to ensure satisfaction and compliance.
• Maintain profitable operations, invoicing, and pipeline accuracy.
• Coordinate manpower, materials, and project timelines.
• Collaborate across divisions to integrate RMS offerings.

Skills

Outside sales

Project coordination

Account management

Proposal development

Estimating/proposals

Cost management

Safety compliance

Tools

Outlook

CRM

Quote Logs

Job description

• Title: HVAC Sales Engineer / Project Manager
• Normal Hours: 7:00 AM to 5:00 PM Monday-Friday or as necessary
• Reports to: HVAC Service Manager
• Function: The HVAC Sales Engineer will conduct sales acquisition, project coordination (turnover), and account management activities in the assigned geographic and/or vertical market territory in support of “your company” goals.
• Scope:
  • Perform outside sales activities, including travel as required with occasional overnight stays.
  • Prepare estimates for equipment, materials, projects, and services. Develop proposals for presentation to customers.
  • Represent “your company” as the preferred mechanical service provider for customers, employees, and business partners.
  • Develop and maintain ongoing job cost accounting to allow timely reviews of effectiveness and profitability of all work performed.
  • Ensure compliance with local, state, and federal legal requirements. Maintain a high level of business ethics.
  • Leads by example through personal compliance with all Company safety policies, procedures, and workplace safety issues in assuring a safe working environment for all. Verify that all required safety measures are identified and included in estimates and customer proposals.
• Responsibilities
  • Develop proposals, often involving cost effectiveness or return on investment calculations, for presentation to customers based on preliminary site review and analysis of projects with customers, blueprints, specifications, proposals and other documents.
  • Determine customer need and work closely with customers to determine the most cost-effective and sellable solutions, thereby increasing and sustaining customer loyalty.
  • Conduct post sale follow-ups with customers to ensure all sales agreements have been accomplished and customers are satisfied with all aspects of the transaction.
  • Manage and sustain high levels of customer satisfaction and provide solutions for performance enhancement and proactive resolution of issues to ensure customer expectations are met.
  • Ensure Company financial standards are maintained, including; but not limited to, profitability, productivity, payment schedules, subcontracts, terms, conditions, and accurate invoicing.
  • Follow-up with internal and external contacts in a timely manner.
  • Maintain accurate and timely sales activity information in Company sales management and reporting tools including, but not limited to, Outlook, CRM, and Quote Logs, booking and project management and turnover documentation. Record sales leads, contacts, referrals, future opportunities, follow-ups, key names and addresses. Maintain an accurate sales pipeline and a high level of pipeline management. Provide accurate periodic sales forecasts as requested. 9. Increase market penetration within assigned geography and/or vertical market by securing new customers and expanding the scope of products and services purchased by the existing customer base at key, target, managed, and maintained owner accounts.
  • Sell within a team environment across RMS Divisions and Departments. Solicit support and communicate effectively with internal staff.
  • Take a lead role in the sale of planned service agreements at customer locations and incorporate all appropriate RMS offerings that provide measurable value to the customer.
  • Determine the manpower and material requirements for projects based on the known or expected complexities of the perceived work relative to the capabilities of available RMS field personnel, subcontractors, and vendors, and the planned or promised completion time/date. Schedule manpower, materials, and resources to achieve orderly, efficient, socially responsible, and cost effective implementation and progress leading to profitable project completion.
  • For acquired projects, facilitate on-time completion within budget in accordance with specified requirements of the project scope stipulated in the approved proposals.
  • Responsible for project/service order document control and organization. 15. Ensure engineering standards of quality, cost, safety, timeliness, and performance are met.
  • Oversee the execution of maintenance contracts to ensure profitable contract compliance and on-time contract renewals.
  • Manage and sustain high levels of customer satisfaction. Provide solutions for performance enhancement and proactive resolution of issues to ensure customer expectations are met.
  • Take an active role with all RMS sales personnel on related sales activity in combining services from different divisions into the customer experience. 19. Perform sales-related duties as directed and accurately communicate sales and project execution efforts to Location Manager, Operations, and Administrative Teams in a timely manner.
  • Maintain excellent relationships with Operations and Field personnel. Follow-up on all leads from field personnel, service technicians, Service Coordinators, Location Managers, and other RMS employees.
  • Follow-up with internal and external contacts in a timely manner.