What are the responsibilities and job description for the HVAC Service Sales Rep position at Bernhard LLC?
About Us
Bernhard's core mission is delivering innovative engineering, construction, and energy solutions that empower our clients and promote a sustainable future. Bernhard is comprised of four divisions: Mechanical, Electrical, Engineering, and Development, each with a distinct identity and service offerings. The intersection of our capabilities enables Bernhard to provide turnkey Energy-as-a-Service ("EaaS") solutions to our clients. At the same time, our divisions continue working in the market sectors and communities that the Company has traditionally served. Bernhard's vision is to be the leading EaaS provider in North America through the delivery of excellent, high-value service and innovative solutions for our clients.
Overview
The Service Sales Representative I is responsible for:
- Determining customer needs.
- Developing solutions.
- Estimating work.
- Selling HVAC service agreements for commercial clients.
- Meeting sales objectives.
- Developing customer relationships.
- Creating a backlog of work to support short and long-term goals.
Responsibilities
Specific responsibilities include:
- Sourcing and contacting potential clients weekly, and accurately documenting and reporting findings in a timely manner.
- Regularly updating the proposal log.
- Collaborating with other team members to generate more work for Services, create higher profit margins, and maintain margins for both maintenance and proposed work.
- Completing customer satisfaction sheets.
- Determining customer needs, estimating work, suggesting upgrades, and developing and presenting solutions based on the company's services offered.
- Monitoring, reporting, and meeting sales plan goals.
- Developing and maintaining an active proposal backlog that will support achieving the designed sales plan.
- Developing long-term relationships to create brand loyalty.
- Thoroughly learning the company's service offerings to explain to clients and persuade sales.
- Assisting the team in creating and carrying out a successful sales strategy.
This position is Full-Time, Exempt, and reports to the Business Unit Manager.
Qualifications
Required Education, Experience, and Qualifications
- Must have five (5) years' experience in HVAC, Mechanical, or related sales, selling owner-direct projects and maintenance agreements.
- Must have working knowledge of Microsoft Word, Excel, and PowerPoint.
- Must be organized and self-motivated with the ability to source leads, make cold calls, follow up calls, and visit potential clients.
- Professional manner and appearance.
- Effective verbal and written communication skills.
- Detail-oriented and willing to tackle various ongoing projects in a fast-paced environment.
- Versed in the industry and the Company's competitors.
- Ability to multitask and perform duties outside of the scope of work when necessary.
Preferred Education, Experience, and Qualifications
- Bachelor's degree in a technical or business discipline preferred or a minimum of 5 years experience with a proven track record in HVAC, Mechanical, or related sales.
Travel Requirements
- 15% of time will be spent traveling to job site(s)/office location.
Physical/Work Environment Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Ascending and descending ladders, stairs, scaffolding, ramps, and/or poles.
- Climbing stairs.
- Moving self in different positions to accomplish tasks in various environments including tight and confined spaces.
Bernhard is proud to be an Equal Opportunity Employer of Minorities, Women, Protected Veterans, and Individuals with Disabilities, and participates in the e-Verify program. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other classification protected by law.
