Design Mechanical Inc · 3 days ago
HVAC Service Sales Engineer
Kansas City, KS
Full-time
Onsite
Senior Level
5+ years expDesign Mechanical Inc is seeking an HVAC Service Sales Engineer to achieve personal sales and margin goals while securing service-related work. The role involves identifying opportunities, preparing proposals, managing projects, and maintaining customer satisfaction.
ConstructionHeating Ventilation and Air Conditioning (HVAC)Industrial EngineeringMechanical Engineering
Responsibilities
Achieving personal annual sales and margin goals
Responsible for securing service-related work for company-wide resources
Completing all project paperwork timely and accurately
Maintain customer satisfaction and high-quality standards
Responsible for keeping abreast of new HVAC products, services and technology
Identify potential opportunities with existing and new customers
Responsible for prospecting new service customers, sometimes through networking at industry group events such as BOMA, IREM, ASHRAE, Accelerent, etc
Responsible for follow-up on leads from field service technicians
Determine project needs, constraints, and responsibilities to meet the customer’s HVAC system design and installation requirements
Develop, evaluate, and discuss possible solutions with customer
Responsible for the preparation and review of the proposal. Responsible for the take-off and pricing of equipment and materials to ensure accuracy of quantity, size, configuration, options, etc
Present the proposal and negotiate price, terms, and conditions with customer
Prepare transition documents and communicate project readiness for assignment to dispatch / purchasing. Responsible for creating cost estimates consisting of materials, subcontractors, equipment, labor and other related activities to determine price of the project
Procure proper equipment and materials on secured jobs
Manage the projects sold
Monitor, measure and modify process to effectively and efficiently meet customer needs and project goals
Maintain quality standards by supervising and inspecting job sites
Maintain customer satisfaction by investigating concerns, implementing corrective action, and communicating with customers and staff as needed
Authorize replacement, credit, or refund as necessary to facilitate the refund/exchange process including negotiation and customer disputes
Consistently ascertain customer needs and current market opportunities
Collect feedback from customers during and after job completion
Responsible for keeping abreast of new products, services and technology to be able to assist customers with all their HVAC needs
Review outstanding accounts receivable on a weekly basis. Take necessary steps to help in the collection of past due accounts
Any additional tasks deemed necessary by their supervisor
Qualification
Required
Minimum five years' experience in the industry, either in the field or in the office
Minimum Associates Degree in engineering, business or equivalent field experience
Working knowledge of HVAC systems, electrical systems and temperature controls
Ability to read and interpret documents such as operating and maintenance instructions, and manuals
Ability to read and interpret contract documents including proposals and purchase orders
Ability to communicate effectively with all levels of the organization
Knowledge of Excel Spreadsheet software and Microsoft Office Word Processing software
Company
Design Mechanical Inc
Design Mechanical opened for business on September 1, 2003. Many thought it wouldn't last in such a poor economy.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brennen Garry
Chief Operations Officer
Company data provided by crunchbase