Hoffman & Hoffman, Inc. · 2 months ago
Service Sales Engineer
Hoffman Building Technologies, Inc. is focused on providing innovative Building Automation System solutions. They are seeking a customer-centric Service Sales Engineer to manage and grow their building automation service customer base, driving sales and ensuring high customer satisfaction through technical expertise and relationship building.
Heating Ventilation and Air Conditioning (HVAC)Industrial ManufacturingManufacturingRetail
Responsibilities
Provide a wide range of solutions including Building Automation System (BAS) replacements, system upgrades, energy services projects, and service agreements
HBT operates as a team environment. We utilize the skills and relationships of our diverse sales and operations team members to work together to provide outstanding customer value by exceeding customer expectations. You are expected to collaborate with other sales engineers, account managers, and construction/service operations personnel when pursuing strategic sales objectives
Responsible for planning and executing an annual sales plan to consistently achieve goals and forecast results
Develop, collaborate, and implement strategic account plans and strategic selling plans to support major opportunities and account growth
Develop and maintain a qualified funnel of sales opportunities and new account targets
Become a subject matter expert in BAS product and service solutions and educate the market & especially end user customers with regard to HBT’s capabilities and develop a value proposition stating the benefits for each client. Identify opportunities to address customer needs and eliminate their “pain” with HBT solutions & services
Work with sub-contractors and supplier partners to develop cost effective solutions for HBT end-user customers
Present in-person proposals at the customer’s facility
Perform sales presentations, using approved company presentation materials and methods
Focus on educating customers on the **value** of our solutions
You will have ownership of the full sales process, including lead generation/identifying opportunities, qualifying the opportunities, surveying sites, estimating, proposal development, and closing activities
You will be required to create customer account profiles and conduct monthly or quarterly account management meetings with your largest end-user customers
You must have outstanding communication skills and the ability to think on your feet with regard to recognizing customer issues and providing recommended solutions
You must be focused on continuous education and continuous personal improvement, and you will be expected to participate in training as requested and needed
You will be expected demonstrate learning-retention and field-level application of knowledge and skills attained from all training provided
You must be focused on providing outstanding customer value, doing the right thing, and nothing less
Keep appointments with customers as scheduled
Prospect for expanding HBT’s end-user customer base in the company’s Charlotte Office footprint
Transfer all required information / communications after booking a project or service agreement based on company process standards. This includes turnover of proposal scope, all pictures of the project, all necessary notes, project schedule, risks, drawings etc., to adequately communicate the customer’s expected outcomes to the operations department in order for them to exceed customer expectations. The service sales engineer shall be required to be available to answer questions that may arise, attend customer meetings as necessary, and then must return to completed projects for owner training and quality checks, as well as plant referral seeds
Stay in contact with service sales manager with monthly one-on-ones and weekly activity updates. Provide monthly sales forecasts per company standards. This will include managing all activities through company provided CRM
Collaborate with HBT’s Construction Sales Engineers during their pre-bid activities to leverage end-user/owner relationships
This job entails some remote work; however, sales engineers are also generally expected to be in the office for collaboration with co-workers when not in the field with customers
Service Sales Engineers are expected to follow up on field technician generated referrals and leads
Participate in sales meetings
Represent HBT at industry events, trade organizations, networking events, and charitable benefits
Regularly interface with customers through entertaining, educating, building relationships, and providing any assistance necessary to maintain trusted advisor status
Provide feedback to sales management, operations, and engineering teams on market conditions
Work closely with other Hoffman Companies to collaborate and team-up for maximizing the Hoffman & Hoffman offerings to all Hoffman & Hoffman end users
Represent the company in a professional manner consistent with the company’s integrity and customer-care standards (core values)
Other duties as assigned by Service Sales Manager
Qualification
Required
Bachelor's Degree (preferably in engineering, math, or the sciences), preferred but not required
2-5+ years' experience in technical sales (preferably HVAC and/or Building Automation—Construction or Service), business development, consulting within similar industries as HVAC/Building Automation and/or Energy Efficiency is preferred, however, we will also consider sales professionals with technical or financial experience or other related sales experience utilizing critical thinking and sales influencing skills within software or other service industries and a proven track record of success
Strong knowledge of HVAC Systems and/or building automation systems is preferred
Strong verbal and written communication skills (via phone, email and in-person)
Excellent organizational & time management skills with an ability to think proactively and prioritize work in a constant fast-paced, multi-tasking environment
High attention to detail and accuracy
Professional appearance is a requirement
Must be mechanically inclined and possess a strong understanding of the psychology of sales
Solid sales pipeline management skills
Excellent customer service skills
Strong problem solving and analytical thinking skills
Work independently (Must be self-motivated) and with a team; consistently meet deadlines
Demonstrate sound judgment, critical thinking capability, and good decision-making skills
Must be comfortable with dealing with all levels of clients up to and including the C-Suite
High Energy individual
Ability to work occasional evenings and weekends to meet deadlines
Ability to travel occasionally, with some overnight stays
Successfully build relationships—strong people skills
Provide prompt solutions, with highly responsive and superior customer service to inquiries and requests—This is important to my customer, so it is important to me
Ability to effectively use Excel, Word, Outlook, and basic computer skills or the ability to learn them quickly
Ability to effectively lead small teams
Must possess a valid driver's license
Preferred
Knowledge of and strong networking relationships within the South Carolina market, especially with building owners/end-users is not required but is strongly desired
Knowledge of Alerton, Distech, Delta, Tridium BAS systems is helpful, but not required
Knowledge of local, state, and federal regulations involving energy reduction and conservation measures. Also, knowledge of other industry regulations such as Healthcare, Life Sciences, etc. would be helpful
Benefits
We are 100% employee-owned through an Employee Stock Ownership Plan (ESOP).
This is a retirement benefit for our employees that is wholly paid for by the company in addition to 401(k) options for employee contributions.
Company
Hoffman & Hoffman, Inc.
Since 1947, Hoffman & Hoffman, Inc.
Funding
Current Stage
Late StageRecent News
2025-12-15
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