Maintenance Sales Rep

South Coast Facility Services - SCFS; Anaheim (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

South Coast Facility Services seeks a Maintenance Sales Representative to sell HVAC and electrical maintenance programs to commercial clients. You’ll meet facility managers, assess equipment, and develop proposals, closing agreements in collaboration with the service department.

The role requires strong consultative selling, solid presentation skills, and CRM proficiency. Local travel and knowledge of HVAC/Electrical systems are essential for success.

Qualifications

• Strong consultative selling, negotiation and closing skills.
• Excellent presentation, proposal writing, and communication abilities.
• Proficient with Salesforce or other CRM platforms; willingness to travel.
• Knowledge of HVAC and Electrical products; valid driver license.

Responsibilities

• Sell HVAC and electrical maintenance plans to new and existing clients.
• Visit facilities, assess equipment and maintenance needs, and prepare estimates.
• Develop proposals and maintenance contracts; close agreements with customers.
• Coordinate with service dept to meet customer expectations and deadlines.
• Maintain and update sales materials; track activity and forecast in CRM.
• Travel locally to current and potential clients; ensure timely follow-up.

Skills

Consultative selling

Negotiation

Closing skills

Presentation skills

Proposal writing

Verbal communication

Written communication

CRM experience (Salesforce)

MS Office

HVAC/Electrical knowledge

Driver's license

Education

High school diploma or equivalent

Tools

Salesforce

MS Office Suite

Job description

SOUTH COAST FACILITY SERVICES

is a full-service MEP contractor that designs & installs HVAC equipment, delivers Energy Services, and provides process piping & direct digital control systems. Our mission is to provide high quality mechanical, electrical and plumbing solutions through service and retro-fit construction; provide continuous education to our employees; lead the industry with innovation and technology.

Job Summary

The Maintenance Sales Representative sells HVAC and electrical preventative maintenance agreements and service programs to new and existing commercial clients. This field-based role meets with facility managers, walks buildings to assess equipment and maintenance needs, develops estimates and proposals, and closes agreements, working closely with the service department to ensure customer expectations are met. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates.

Essential Duties And Responsibilities

• Present and sell company maintenance plans and services to current and potential clients through cold calls and in person visits.
• Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made.
• Follow up on new leads and referrals resulting from field activity.
• Identify maintenance sales prospects and contact other accounts as assigned.
• Prepare presentations, proposals and maintenance contracts.
• Develop and maintain sales materials and current product knowledge.
• Establish and maintain current client and potential client relationships.
• Prepare paperwork to activate and maintain contract services.
• Create estimates for preventative maintenance programs.
• Create proposals for preventative maintenance programs
• Manage account services through quality checks and other follow-up.
• Identify and resolve client concerns.
• Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals.
• Communicate new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff.
• Coordinate and communicate with the service department to meet customer expectations.
• Maintain Continued Education in HVAC and Electrical Industry.
• Regular attendance and timeliness.
• Other duties as assigned.

ESSENTIAL KNOWLEDGE, SKILLS, ABILITIES, AND COMPETENCIES

• Strong consultative selling, negotiation, and closing skills.
• Excellent presentation, proposal writing, and written and verbal communication skills.
• Proficiency with Salesforce or other CRM platforms for pipeline, activity, and forecast tracking.
• Work requires significant local travel to current and potential clients. This requires the possession of a valid state driver license.
• Knowledge of Microsoft Office programs.
• Have an understanding of HVAC and Electrical theory and practical application.

Education, Experience And/Or Licenses

• High school diploma or equivalent experience required.
• Knowledge of Electrical and HVAC Mechanical products and services.