HVAC Sales

Company Summary:

Our most valuable asset is the relationships we share with our employees. It is our purpose to provide a positive experience through the service and support of our team members for a healthy work-life balance.

Job Overview:

The HVAC Sales Representative conducts sales acquisition and account management activities in the assigned geographic and/or vertical market territory in support of Rasmussen Mechanical Services company goals. This is a dedicated sales position which will build new client relationships and maintain the relationship of our current customers.

Responsibilities:

Sales & Business Development

• Perform outside sales activities across the assigned central Nebraska territory, including regular daily travel and occasional overnight stays.

• Develop proposals — including cost effectiveness and return on investment calculations — based on site reviews, blueprints, and specifications.

• Determine customer need and identify the most cost-effective, sellable solution.

• Grow market penetration in the assigned territory by securing new customers and expanding services at existing accounts.

• Lead the sale and on-time renewal of planned service agreements, incorporating all appropriate RMS offerings.

• Sell across RMS Divisions and Departments, partnering with other RMS sales personnel to combine services into one customer experience.

Customer Relationships

• Conduct post-sale follow-up to confirm agreements were fulfilled and the customer is satisfied.

• Sustain high customer satisfaction and resolve issues proactively before they escalate.

• Develop relationships with engineers, general contractors, manufacturer representatives, and local suppliers.

Turnover & Internal Partnership

• Complete accurate turnover documentation, scope, pricing basis, customer expectations, and commitments made — so Project Management and Operations can execute cleanly.

• Remain the customer's point of contact after turnover, supporting the project team on scope questions and change orders.

• Maintain strong relationships with Operations and Field personnel. Follow up on all leads from technicians, Service Coordinators, and other RMS employees.

Pipeline & Administration

• Maintain accurate, current sales activity in Salesforce.

• Maintain an accurate pipeline and provide periodic sales forecasts as requested.

• Protect Company financial standards on sold work: profitability, payment schedules, terms, and accurate invoicing.

Safety, Compliance & Development

• Lead by example on safety. Verify that required safety measures are identified and included in estimates and proposals.

• Ensure compliance with local, state, and federal requirements. Maintain a high level of business ethics.

• Maintain and improve sales skills and HVAC systems knowledge through self-study, product seminars, and company-provided training. Support trade shows, lunch-and-learns, and seminars.

• Perform other duties as assigned by the RMS Management Team.

Qualifications & Experience:

• Five (5) years of progressive experience in HVAC, Temperature Controls, Refrigeration, and/or facilities management.

• 3+ years of documentable sales success in building systems and services.

• Ability to read and interpret blueprints, specifications, and equipment submittals.

• Working knowledge of Salesforce, estimating tools, and standard office products.

• Professional and industry-specific certifications and licenses preferred.

• Valid driver's license. Must pass pre-employment drug screen.

Skills:

• Humility, Drive, Empathy, Optimism, and the ability to ask questions.

• Excellent oral and written communication skills.

• Self-motivated, tactful, organized, results and goal-oriented.

• Follows up in a timely manner and delivers on commitments, internal and external.

• Communicates value and closes the sale, then follows up to assure strong customer relationships.

Physical & Mental Requirements:

• Must be able to lift 25-30 lbs., sit for long periods of time, and operate business equipment.

• Must be able to walk customer facilities, mechanical rooms, and job sites, including stairs and ladders, to survey equipment.

• Must be able to read / hear / write / spell / type and speak English clearly, follow written instructions, and listen effectively.

• Must possess prioritizing / organizational / multitasking and stress management skills.