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HVAC Sales

Company: Rasmussen Mechanical Services
Location: Sioux City
Posted on: November 12, 2019

Job Description:

Job Overview:The HVAC Sales and Project Manager will conduct sales acquisition, project coordination (turnover), and account management activities in the assigned geographic and/or vertical market territory in support of Rasmussen Mechanical Services company goals.Responsibilities:

  • Perform outside sales activities, including travel as required with occasional overnight stays.
  • Develop proposals, often involving cost effectiveness or return on investment calculations, for presentation to customers based on preliminary site review and analysis of projects with customers, blueprints, specifications, proposals and other documents.
  • Determine customer need and work closely with customers to determine the most cost-effective and sellable solutions, thereby increasing and sustaining customer loyalty.
  • Conduct post sale follow-ups with customers to ensure all sales agreements have been accomplished and customers are satisfied with all aspects of the transaction.
  • Manage and sustain high levels of customer satisfaction and provide solutions for performance enhancement and proactive resolution of issues to ensure customer expectations are met.
  • Ensure Company financial standards are maintained, including; but not limited to, profitability, productivity, payment schedules, subcontracts, terms, conditions, and accurate invoicing.
  • Follow-up with internal and external contacts in a timely manner.
  • Maintain accurate and timely sales activity information in Company sales management and reporting tools including, but not limited to, Outlook, CRM, and Quote Logs, booking and project management and turnover documentation. Record sales leads, contacts, referrals, future opportunities, follow-ups, key names and addresses.
  • Maintain an accurate sales pipeline and a high level of pipeline management. Provide accurate periodic sales forecasts as requested.
  • Increase market penetration within assigned geography and/or vertical market by securing new customers and expanding the scope of products and services purchased by the existing customer base at key, target, managed, and maintained owner accounts.
  • Sell within a team environment across RMS Divisions and Departments. Solicit support and communicate effectively with internal staff.
  • Take a lead role in the sale of planned service agreements at customer locations and incorporate all appropriate RMS offerings that provide measurable value to the customer.
  • Determine the manpower and material requirements for projects based on the known or expected complexities of the perceived work relative to the capabilities of available RMS field personnel, subcontractors and vendors, and the planned or promised completion time/date. Schedule manpower, materials, and resources to achieve orderly, efficient, socially responsible, and cost effective implementation and progress leading to profitable project completion.
  • For acquired projects, facilitate on-time completion within budget in accordance with specified requirements of the project scope stipulated in the approved proposals.
  • Responsible for project/service order document control and organization.
  • Ensure engineering standards of quality, cost, safety, timeliness, and performance are met.
  • Oversee the execution of maintenance contracts to ensure profitable contract compliance and on-time contract renewals.
  • Manage and sustain high levels of customer satisfaction. Provide solutions for performance enhancement and proactive resolution of issues to ensure customer expectations are met.
  • Take an active role with all RMS sales personnel on related sales activity in combining services from different divisions into the customer experience.
  • Perform sales-related duties as directed and accurately communicate sales and project execution efforts to Location Manager, Operations, and Administrative Teams in a timely manner.
  • Maintain excellent relationships with Operations and Field personnel. Follow-up on all leads from field personnel, service technicians, Service Coordinators, Location Managers, and other RMS employees.
  • Follow-up with internal and external contacts in a timely manner.
  • Develop relationships with engineers and general contractors to partner with our company on projects.
  • Maintain liaison with representatives and local suppliers to stay abreast of product lines and equipment.
  • Ensure compliance with local, state, and federal legal requirements. Maintain a high level of business ethics.
  • Maintain and improve sales skills, HVAC systems awareness, and industry knowledge through self-study, product seminars, company-provided training, and self-improvement courses.
  • Provide marketing support at trade shows, lunch-and-learns, and seminars.
  • Perform other duties as assigned by RMS Management Team.Education/Qualifications:
    • Bachelor's degree or equivalent professional experience.
    • Professional and industry-specific certifications and licenses.Experience:
      • Minimum of eight (8) years of progressive experience in HVAC, Temperature Controls, Refrigeration, and/or facilities management.
      • 3+ years of documentable sales successes, and/or operational management experience in building systems and servicesSkills:
        • Humility, Drive, Empathy, Optimism, and the ability to ask questions.
        • Excellent oral and written communication skills.
        • Self-motivated, extraverted, tactful, organized, results and goal-oriented professional.
        • Driven by a desire to satisfy customers and provide a high level of customer service.
        • Must follow-up in a timely manner; deliver on commitments internal and external.
        • Ability to communicate value and sell service & equipment. Capable of successfully closing the sale and providing follow-up to assure strong customer relationships.Physical & Mental Requirements:
          • Must be able to lift 25-30 lbs. Must be able to sit for long periods of time and operate business equipment.
          • Must be able to read / hear / write / spell / type and speak English clearly. Must be able to understand and follow written instructions, communicate effectively orally and written, and must be able to listen effectively.
          • Must possess prioritizing / organizational / multitasking and stress management skills.
          • Must possess a valid driver's license.
          • Must pass pre-employment drug screen.

Keywords: Rasmussen Mechanical Services, Sioux City , HVAC Sales, Professions , Sioux City, Iowa

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