New Equipment Solutions Account Executive

Cleaver-Brooks Sales and Service; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Cash matching 401(k) plan

Employee assistance program (EAP)

Paid time off and holidays

Disability insurance

Job summary

Cleaver-Brooks Sales & Service is seeking a New Equipment Account Executive in the Dallas area to drive new boiler room equipment opportunities and manage commercial aspects of projects from concept to turnover.

You will coordinate with engineering, procurement, construction, and commissioning teams, while maintaining an active Salesforce pipeline and delivering technically sound, competitive proposals.

Qualifications

• Bachelor’s degree in engineering, business, construction management, or a related field; equivalent relevant experience may be considered.
• 5+ years of successful technical sales, capital equipment, boiler systems, industrial construction, or EPC-related experience preferred.
• Demonstrated ability to develop and close complex, long-cycle opportunities involving multiple technical and commercial stakeholders.
• Working knowledge of boiler room systems, combustion, controls, emissions, water treatment, heat transfer, and related mechanical systems preferred.
• Ability to interpret engineering drawings, specifications, bid packages, process requirements, and commercial contract terms.
• Experience coordinating engineering, procurement, construction, startup, or commissioning activities for industrial or commercial projects.
• Strong financial and commercial acumen, including pricing, margin management, forecasting, negotiation, risk assessment, and change-order management.
• Proficiency in Salesforce or an equivalent CRM and Microsoft Office applications; experience with ERP and quoting systems is preferred.
• Excellent written, verbal, presentation, and relationship-management skills, with the ability to coordinate across customers, contractors, engineers, operations, and manufacturing teams.
• Strong organizational skills, attention to detail, personal accountability, and the ability to manage multiple opportunities and projects simultaneously.
• Ability to travel throughout the assigned territory and to customer, jobsite, manufacturing, and commissioning locations as business needs require.

Responsibilities

• Develop and execute a territory sales plan that supports CBSS bookings, revenue, margin, market-share, and strategic-account objectives for new equipment.
• Identify, qualify, and pursue new equipment opportunities with end users, consulting engineers, mechanical contractors, EPC firms, developers, and other channel partners.
• Conduct customer site visits and discovery meetings to understand plant operations, capacity needs, reliability concerns, emissions requirements, energy goals, project timing, funding, and decision criteria.
• Position the Cleaver‑Brooks new equipment portfolio and integrated boiler room solutions across CBSS’s seven Sales and Service Divisions, coordinating with the appropriate business units and technical resources to meet customer requirements.
• Develop budgetary proposals, technical-commercial presentations, and final quotations in partnership with estimating, applications engineering, product management, and manufacturing.
• Build relationships early in the project cycle to influence specifications, establish basis-of-design preferences, and create differentiated value beyond equipment price.
• Maintain an accurate Salesforce pipeline, including opportunity scope, value, AOD, probability, competition, next steps, forecast timing, and win/loss rationale.
• Negotiate commercial terms within approved authority and close profitable orders that meet customer expectations and company requirements.

Skills

Relationship management

Negotiation

Sales experience

Project coordination

Presentation skills

Education

Bachelor’s degree in engineering, business, construction management, or related field

Equivalent relevant experience

Tools

Salesforce

Microsoft Office

ERP systems

Quoting systems

Job description

Cleaver-Brooks Sales & Service is seeking a New Equipment Account Executive in the Dallas area to drive new boiler room equipment opportunities and manage commercial aspects of projects from concept to turnover.

You will coordinate with engineering, procurement, construction, and commissioning teams, while maintaining an active Salesforce pipeline and delivering technically sound, competitive proposals.