Choates HVAC

Commercial Account Specialist

Multiple locations

Payscale

Not provided by employer

Benefits

Company Vehicle, Company Gas Card, Health Insurance, Vision, Dental, Retirement, Paid Vacation (All benefits are after applicable waiting periods and per the Company’s policies)

Work Hours

Approximately 7:30 a.m. to 5:00 p.m. Monday through Friday (some nights/weekends/overtime). Hours will vary depending on the season

Job Type

Full Time

Reports To

Plumbing Manager

Status

Exempt

Experience

Plumbing: 1 year (Preferred)

General Description

As Choate’s Air Conditioning and Heating, Inc.’s (“Choate’s”) Commercial Account Specialist (“CAS”), your primary task will be to increase sales within the Commercial HVAC Department by selling parts, equipment, preventative maintenance agreements, and following up on all potential sales leads.

Qualifications

Required

Work both inside Choate’s Fletcher Creek location and outside in the field
Report to work on time everyday
Participate in all required training
Learn Choate’s operating systems and telephone system
Input all information and data into Choate’s operating systems
Interface with customers, vendors and employees via electronic mail, telephone and face to face
Drug free, must maintain a valid drivers’ license and must be insurable on Choate’s vehicle policy.

Preferred

Computer literacy/Microsoft Office
Basic math
Achieving assigned sales objectives
Tireless cold calling
Use of CRM software
Inside sales
Outside sales

Competencies

N/A

Main Job Tasks & Responsibilities

To act as the liaison between Choate’s and its Commercial HVAC customers with regards to part sales, equipment sales and Commercial Maintenance Agreements;
Meet with the HVAC Sales Manager, Commercial HVAC Service Manager, commercial service technicians and commercial dispatcher to discuss potential parts and equipment sales opportunities and leads;
Act as the sales person to field calls from commercial service technicians and/or customers to discuss customer buying options for Commercial parts over $1,000.00;
Act as the sales person to field calls from commercial service technicians and/or customers to discuss customer pricing questions/objections;
Discuss with and advise customers on repair versus replacement options;
Inspect customer equipment in order to provide accurate bid proposals and pricing;
Act as the outside sales person to run equipment sales leads from self-generated repair versus replacement discussions.
Generate leads for the sale of Commercial Maintenance Plans;
Renew Commercial Maintenance Plans;
Monitor customer accounts (service/sales/maintenance plans) in order to serve customers and provide Choate’s services;
Maintain a list of sales made (customer name, customer number, amount of sale, item sold and date of sale);
Turn in weekly Commission Sheets;
Participate in weekly HVAC Service and Sales meetings;
Track and monitor a list of accounts (active and inactive);
Network with local businesses and associations to generate possible sales leads;
Schedule follow ups;
Keep appointments with customers as scheduled;
Log all customer information within Service Titan;
If necessary, secure all relevant customer information;
Collect and process customer payments;
Offer options and upgrades to customers;
Inform customers of any special pricing and/or promotions;
Respond promptly to customer inquiries;
Refer all customer issues to management.
Meet daily, weekly, monthly, quarterly and yearly goals and quotas as set by management.
Direct any questions you have to the appropriate department manager.
Assist the HVAC install department with information regarding any sold projects;
Any other duties as assigned.

Special Duties

Ability to Multitask
Timely
Goal Oriented
Team player

Physical Requirements/ADA

There are no unusual physical requirements in this position. Work is performed both in the field and a comfortable indoor facility. The applicant will experience some interruptions and occasional exposure to demands and pressures from persons other than his/her immediate supervisor/manager. The position frequently requires sitting, talking, standing, walking, riding in a vehicle, handling objects with hands, typing, staring at a computer monitor or screen, reaching, climbing ladders, climbing on roofs, and lifting up to fifty (50) pounds unassisted.

Vision requirements: Ability to see information in print and/or electronically.