HVAC Sales & Operations Manager

Cape Associates, Inc.; North Eastham (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Cape Associates, Inc. in North Eastham, Massachusetts is seeking an HVAC Sales & Department Manager to drive sales revenue while leading the HVAC team. The role involves meeting customer needs, preparing estimates, and closing sales to maintain a consistent pipeline of profitable work.

This position requires a strong understanding of residential HVAC systems and 5+ years of relevant experience. The ideal candidate will excel in communication, leadership, and organizational skills. This position offers a dynamic work environment with opportunities for personal growth.

Qualifications

• 5+ years of experience in HVAC sales, estimating, or service leadership.
• Strong understanding of residential HVAC systems and solutions.
• Proven ability to communicate effectively with customers and team members.
• Strong organizational and problem-solving abilities.

Responsibilities

• Drive HVAC sales revenue and oversee daily performance of HVAC team.
• Meet with customers to evaluate HVAC needs and recommend solutions.
• Provide leadership and support to the HVAC team and address technical challenges.
• Monitor department workflow and ensure productive work schedules.

Skills

HVAC sales

Customer communication

Leadership

Organizational skills

Problem-solving

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

The HVAC Sales & Department Manager is responsible for driving HVAC sales revenue while overseeing the daily performance of the HVAC team. This role focuses on identifying customer needs, recommending appropriate HVAC solutions, preparing estimates, and closing sales to maintain a consistent pipeline of profitable work for the department. The HVAC Sales & Department Manager also provides leadership & oversight to the HVAC team, ensuring high‑quality workmanship, excellent customer service, and efficient coordination of projects. This position works closely with the administrative team to ensure smooth scheduling, communication, and customer satisfaction.

Responsibilities

• Sales & Revenue Generation – Meet with customers to evaluate HVAC needs & recommend appropriate equipment, upgrades, or services. Prepare & present estimates for HVAC system replacements, upgrades, & related services. Follow up on proposals & customer inquiries to convert opportunities into closed sales. Promote maintenance & service agreements to support long‑term customer relationships. Develop sales opportunities through existing customers, technician referrals, & service calls. Maintain a consistent pipeline of upcoming work to support technician productivity & department revenue goals.
• HVAC Team Leadership – Provide leadership & guidance to the HVAC team, including technicians & department administrative support. Support technicians with technical questions & job‑related challenges when needed. Review completed work to ensure quality standards, safety requirements, & company expectations are met. Address customer concerns & resolve service issues in a professional & timely manner. Foster a collaborative, productive work environment that supports team performance & accountability.
• Department Oversight – Monitor department workflow to ensure technicians have consistent & productive work schedules. Collaborate with administrative staff to coordinate scheduling & project timelines. Review job performance, productivity, & department results to support profitability goals. Identify opportunities to improve processes, service quality, & overall department performance. Maintain relationships with vendors & suppliers as needed regarding equipment, product support, & warranty issues.

Success Metrics

• HVAC department revenue & profitability
• Sales conversion rates & proposal follow‑up
• Technician productivity & quality of work
• Customer satisfaction & repeat business

Requirements

• 5+ years of experience in HVAC sales, estimating, service leadership, or a related field.
• Strong understanding of residential HVAC systems & solutions.
• Proven ability to communicate effectively with customers & team members.
• Leadership skills with the ability to support & motivate a small team.
• Strong organizational & problem‑solving abilities.
• Proficiency with common office software such as Microsoft Word, Excel, & Outlook.

Physical Requirements

• Ability to lift, carry, push, & pull 80 pounds.
• Able to perform various tasks that may include standing, climbing, lifting, walking, reaching, crawling, etc.