Job Description

About this Role

As a Commercial HVAC Service Agreement Sales Specialist, you will be responsible for driving the growth of our recurring revenue account base. This role is ideal for a high-energy, customer-focused sales professional who excels at building relationships, delivering outstanding service, and working alongside cross-functional teams. If you are adept at assessing both the immediate operational needs and long-term facility goals of your clients, this is the opportunity for you.

You will act as a key representative in the field, connecting building owners and facility managers with tailored preventative maintenance solutions. By evaluating facility equipment and understanding client budgets, you will secure new service agreements that ensure long-term building performance, reliability, and efficiency.

Role Location

This role will predominantly be out in the field with customers and based in Southeast US and support customers and growth. The role will support in Tennesse, Alabama, and Georgia on Service Agreement Growth. Preferably this person will reside in Atlanta Metro.

This Role Offers

• Lucrative Earnings & Vehicle Program: Lucrative commission plan paired with a company car program (stipend/mileage reimbursement or dedicated vehicle).
• Comprehensive Support & Training: Access specialized technical sales training and dedicated lead generation programs to drive both new acquisitions and account growth.
• Global OEM Backing: The strength and resources of an industry-leading global OEM, paired with an experienced local support team.
• Career Advancement: Structured development paths built to advance your career into leadership or other business areas

Key Responsibilities

• Prospecting & Lead Generation: Prospect, research, and qualify potential clients using Carrier’s installed base, referrals, internal leads, and site surveys.
• Consultative Selling & Surveys: Perform facility walkthroughs to assess equipment, evaluate customer needs, and present tailored service agreement proposals.
• Pipeline & CRM Management: Utilize Salesforce CRM to log activities, manage opportunity strategies, track backlog, and maintain accurate sales forecasting.
• Cross-Functional Collaboration: Partner closely with internal operations teams to ensure seamless service agreement delivery and resolve customer issues effectively.
• 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

• High School Diploma or GED.
• 2+ years of commercial HVAC sales experience, commercial HVAC service contractor experience, technical sales, sales engineering, or account management experience in HVAC, building systems, mechanical services, controls, or energy services.
• 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