Job Title: HVAC Sales Engineer
Company Overview:
Originally founded on the strength of our design, engineering, and installation capabilities, we’ve quickly grown to be a company that has recognized the importance of quality maintenance programs and service. We’ve become a fully independent contractor, focusing on heating, ventilation and air conditioning contracting and specifically service, preventive maintenance, retrofit projects, equipment replacements and design/build projects.
Our Purpose & Values:
We are dedicated to our mission of being the best Problem Solvers in the HVAC industry. Our investment in technology, training and skilled employees assures long-term customer relationships. Our core values include Teamwork, Pride in Excellence, Integrity, Grit, and Growth.
Position Overview:
The Sales Engineer will serve as the liaison between our company and our customers. Their core priority is addressing customers’ needs and concerns as quickly and effectively as possible to develop and maintain strong relationships.
Job Responsibilities:
- The Sales Engineer’s responsibilities include engineering of air conditioning, heating, ventilating, refrigeration, piping, and electrical systems, including all items necessary in the pre-contract phase (e.g. job-site surveys, load calculations, system designs, selection of equipment, preparation, and professional presentation of sales proposals, and securing orders), turning over work to be done, all in accordance with current Sales Engineer guidelines, and servicing of our accounts as necessary to keep them as profitable and satisfied customers.
- It is the responsibility of the Sales Engineer to act as liaison between our company and the customer regarding all communications, both verbal and written. This shall include periodic visits to customers, handling complaints, and assisting in the collection of payments when necessary.
- The Sales Engineer shall procure and follow all leads assigned or provided by the Company. It is understood that all leads are and shall remain the property of the Company and that the Sales Engineer has no personal claim to them. It is understood that the Sales Engineer cannot accept orders without the express written approval of the Company and that no order is binding or valid unless so approved.
- Negotiate pricing with our partners for all new and renewed customers.
- The Sales Engineer will be required from time to time to attend sales meetings, conventions, trade fairs, and engineering society activities.
- Estimating piping and sheet metal construction jobs.
- Develop project schedules, plan materials, and purchase orders, ensuring work is within project scope.
- Responsible for obtaining sub-contractor estimates and bids, performing project buyouts, and managing subcontractors’ progress against plan.
- Prepare scopes of work for subcontractors on upcoming bids.
- Directly communicate with subcontractors through various channels to gain coverage.
- Assist in resolving problems which may arise during construction project.
- Review plans and specifications for completeness and prepare RFI’s for additional information required.
- Obtain competitive pricing from material suppliers and subcontractors as required.
- Work as the Project Manager for some projects.
- Monitor costs on projects for variances to the estimate and for use in preparation of bids on future projects.
- Stay abreast of current technology and construction methods to continually improve production and quality.
- Schedule factory or in house field start up.
- Manage close out documents-As builts-Warranty letters-Start-up reports-Balance reports-O&M’S.
