HVAC Sales Engineer – Boston Massachusetts

Job Title: HVAC Sales Engineer

Job Location: Greater Boston, Massachusetts

Position Type: Full-Time

Purpose
Perform outside sales and account management working directly with building owners and managers. Maximize account
penetration and customer retention in the Boston, MA area. Market focus will be new HVAC small projects and potentially
other building services by understanding customer needs, developing and closing customized proposals. You will work
with our highly talented and experienced team members to develop and sell our unique Service on HVAC and Building
Mechanical Systems, as well as identifying new business opportunities. You will work with customers to identify, plan and
develop turnkey solutions that enhance building performance through energy and operating cost savings.

Essential Job Functions
• Utilize our internal sales process to identify key customers and to develop specific action plans to grow identified
accounts.
• Consistently ascertains customer needs and current market opportunities. Coordinates and/or facilitates
acquisition team as needed for projects or repairs.
• Converts leads into opportunities by assigning the appropriate sales process, identifying the required sales team
members and communicating the next steps in the process.
• Develops multiple relationships with buying influences in the customer’s organization, including facility managers,
project managers, project engineers, and/or purchasing agents.
• Assists in providing the necessary information for our repairs/special projects team to provide quotes, such as
service repairs, change outs, and energy solutions. This includes quotes for time and material as well as fixed
price services.
• Assists in contacting the responsible parties for purposes of securing renewal of service contracts.
• Gathers or validates preliminary information and performs facility walkthrough to qualify and determine the level of
opportunity.
• Estimates maintenance agreements by analyzing the collected data during the equipment survey process and
integrating subcontractors (if necessary) for each service.
• Manage special projects from sale to completion including purchasing equipment and overseeing sub-contracts if
necessary.
• Must demonstrate a high level of accountability and team support at all times.
• Assist in preparation of budget and hour forecasts.
• Other duties as assigned.

Requirements
• Bachelor’s degree is preferred, or equivalent field technical and industry experience.
• The ideal candidate will have 3 to 5 years of B2B solution sales experience – HVAC, Building Automation
systems, or other building services experience is preferred.
• Must have a proven track record of developing and closing new business
• Must be a self-starter, have excellent communication skills, and willing to cold call and set appointments
• Must have strong presentation skills and demonstrated knowledge in pricing systems for customers
• Working knowledge of Microsoft Office products
• The ability to work autonomously – create your plan of attack, schedule and execute on it!

Essential Physical Abilities
• Frequent travel to client locations and outside job sites
• Must be able to lift a minimum of 30 lbs.
• Some bending, stooping, climbing, and walking.
• Occasionally move about inside the office to access file cabinets, office machinery.

Education/Experience
Required:
• Associate’s Degree in Engineering, Construction Management, Business or related field, or equivalent field
technical and industry experience
• 3-5 years of sales experience

Preferred:
• Bachelor’s Degree in Engineering, Construction Management, Business or related field, or equivalent field
technical and industry experience
• 5-10 years of sales experience

Working Environment
• Normal Office Environment
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and
computer printer
• Frequently communicates with employees and customers

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