Job Title: HVAC Inside Sales Representative
Location: Northern Illinois (Chicagoland Area)
Employment Type: Full-Time
Position Summary
A leading commercial and industrial mechanical services provider is seeking an HVAC Inside Sales Representative to support continued growth throughout the Chicagoland, Southeastern Wisconsin, and Northwest Indiana markets. This position is responsible for generating service and project opportunities, developing customer relationships, preparing proposals, and supporting the sales process for HVAC service, maintenance, retrofit, replacement, and energy-efficiency projects.
The ideal candidate will have experience in commercial HVAC systems, mechanical contracting, facility services, or a related industry and possess the ability to identify customer needs and recommend cost-effective solutions that improve reliability, efficiency, and building performance.
Key Responsibilities
Required
- Develop and maintain relationships with commercial, industrial, healthcare, educational, and institutional customers.
- Promote preventative maintenance agreements and recurring service programs.
- Generate new opportunities for repairs, equipment replacements, retrofits, and capital improvement projects.
- Review service reports and technician recommendations to identify sales opportunities.
- Prepare maintenance agreement proposals, service quotations, and equipment replacement estimates.
- Follow up on proposals and maintain an active sales pipeline.
- Collaborate with service managers, estimators, project managers, and field personnel to develop accurate scopes of work.
- Assist customers with budgeting for facility improvements and future capital expenditures.
- Educate customers on equipment lifecycle planning and proactive replacement strategies.
- Support design-build, plan-and-spec, and value-engineered project opportunities.
- Maintain customer records, activities, and forecasts within company CRM systems.
- Meet or exceed annual sales, profitability, and customer retention goals.
- Deliver exceptional customer service and responsiveness throughout the sales process.
Preferred
- Participate in facility assessments and customer site visits.
- Assist customers with energy-efficiency initiatives and sustainability goals.
- Identify utility rebate opportunities and available incentive programs.
- Support LEED-related project initiatives when applicable.
- Participate in industry networking and business development events.
Qualifications
Required
- Minimum 3 years of HVAC, mechanical services, inside sales, account management, estimating, or related experience.
- Strong understanding of commercial HVAC systems and mechanical equipment.
- Ability to review maintenance reports, equipment evaluations, and project scopes.
- Excellent communication, presentation, and customer service skills.
- Strong organizational and time-management abilities.
- Proficiency with Microsoft Office products including Word, Excel, Outlook, and CRM platforms.
Preferred
- 5+ years of commercial HVAC sales experience.
- Experience selling preventive maintenance agreements and service contracts.
- Familiarity with chillers, boilers, rooftop units, air handlers, pumps, building controls, and energy-management systems.
- Associate’s or Bachelor’s degree in Business, Mechanical Systems, HVAC Technology, Engineering Technology, or a related field.