Job Description

As the Commercial HVAC Service Agreement Sales Specialist, you will be responsible for the growth of the reoccurring revenue account base. This account base is also known as service agreement customers.

This role is a great fit for you to excel at building relationships, have outstanding customer service and love working with cross-functional teams. This is the ideal role for those that are adept at assessing and understanding both the immediate and future needs of customers.

Role Location

This role will predominantly be out in the field with customers and based in North Texas & Oklahoma and support customers and growth in Live in DFW, Support All region, OK, Austin, DFW, and everywhere in between.

Job Responsibilities

Prospect, research, and qualify potential customers utilizing Carrier’s equipment installed base, referrals, internal leads, directories, and competitor sites.

Make effective sales presentations, conduct customer needs assessment, answer questions and secure new customer service agreements.

Establish customer rapport and effective questioning techniques to identify the prospect’s needs, budget, decision-making process, timeline, and next steps.

Develop proposals to address customer’s needs to close sales.

Use CRM consistently to manage customer interactions, sales activities, account plans, opportunity strategy, pipeline quality, forecasting, and timely follow-up.

Perform site surveys and facility walkthroughs to identify equipment and site conditions in order to evaluate customer needs and create proposal for maintenance agreements.

Utilize applicable sales tools such as Salesforce to track and effectively develop and active backlog of sales opportunities.   Collaborate with operations to deliver quality results on Service Agreements and resolve customer issues.

Demonstrate high energy, resilience, accountability, and a strong commitment to meeting customer expectations and delivering on business commitments.

Required Qualifications

• 3 years of commercial HVAC sales or industrial sales, commercial HVAC service contractor experience, technical sales, sales engineering, or account management experience in HVAC, building systems, mechanical services, controls, or energy services.
• High School Diploma or GED.
• Ability to lift/carry 20 lbs., climb ladders/stairs, and work safely around rooftops, mechanical rooms, and elevated platforms as required.
• Valid driver’s license and ability to meet company driving requirements, where applicable.

Preferred Qualifications

• Bachelor’s degree in Engineering, Construction, Facility Management, or Business
• Aptitude to understand building mechanical system basics, facility management budgeting processes, sustainability initiatives, and customer needs
• HVAC industry knowledge
• Strong communication skills and ability to present to clients and key stakeholders
• Strong team building and relationship building ability and desire

Sales at Carrier

• Lucrative Commission Plan Structure with unlimited potential
• Company Car Program including monthly stipend and mileage reimbursement or company vehicle program
• Technical Sales Training Programs
• Lead Generation Programs focused on identifying and supporting sellers in customer engagements and expanded selling opportunities
• Balance of Account Management and New Customer Engagement
• Strength of an experienced local team backed by the resources of a global leader and Original Equipment Manufacturer (OEM)
• Development path for Sellers to skyrocket their career into other areas within the business