Maintenance Sales Rep

South Coast Mechanical; 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 preventive maintenance agreements to commercial clients. This field-based role involves meeting facility managers, walking buildings to assess equipment needs, developing estimates and proposals, and closing agreements with support from the service department.

Ideal candidates have strong consultative selling and closing skills, CRM experience (Salesforce), and are willing to travel locally.

Qualifications

• Requires strong consultative selling and closing skills.
• Proven ability to present proposals and maintain client relationships.
• Proficiency with CRM platforms (Salesforce) for pipeline and forecasting.
• Willingness to travel locally with a valid driver license.
• Proficient with Microsoft Office programs.
• Understanding HVAC and Electrical theory and practical application.

Responsibilities

• Present and sell maintenance plans and services to current and potential clients.
• Prepare action plans and schedules to target and contact prospects.
• Follow up on new leads and referrals from field activity.
• Develop and maintain client relationships and contract services.
• Create estimates and proposals for preventative maintenance programs.
• Coordinate with service department to meet customer expectations.
• Maintain product knowledge and updated sales materials.

Skills

Consultative selling

Negotiation

Closing

Presentation

Proposal writing

Written communication

Verbal communication

Salesforce

MS Office

HVAC knowledge

Electrical theory

Education

High school diploma

HVAC & Electrical knowledge

Tools

Salesforce

Job description

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.

Requirements

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.