HVAC Sales Engineer

• Consume account management process to identify key customers and to develop specific action plans to grow identified accounts.
• Identifies potential opportunities with existing and new customers.
• Collects project data and compares to the office’s capabilities.
• Converts leads into opportunities by assigning the appropriate sales process, identifying the required project team members, making assignments, and communicating the next steps in the process.
• Develops relationships with multiple buying influences in the customer’s organization,
• Determines project needs, constraints, and responsibilities to meet all of the customer’s HVAC system design and installation requirements.
• Develops, evaluates, and discusses possible solutions with customer.
• Develops preliminary project fulfillment schedule.
• Responsible for project take-off, selection, pricing, and integration of equipment, controls, and services.
• Responsible for the preparation and review of the proposal.
• Validates the preliminary proposal with customer.
• Determines proposal price and selling strategy.
• Reviews and compares contract terms and conditions with company contract standards.
• Presents the proposal and negotiates price, terms, and conditions with customer.
• Follows up with buying influences.
• Prepares transition documents and communicates project readiness for assignment to operations team.
• Resolves major deviations from scope with team after Project Scope Validation.
• Determines needs, develops and executes an account specific business plan to identify the long term, mutual support requirements required to facilitate a strong, profitable and successful partnership.
• Provides total account business activity reports and annual forecasts.
• Provides knowledge and consultation in the form of developing HVAC system related solutions for the customer’s problems, including financial and performance-based considerations.
• Responsible for preparation of proposals.
• Should deal with presentations.