BUSINESS DEVELOPMENT REPRESENTATIVE - Rocklin, CA
California Hydronics Corp•San Jose, CA
•Onsite
About The Position
The Business Development Representative collects product specifications for CHC's lines, supports fellow CHC Business Development Representatives, and collaborates with consulting engineers, design/build contractors, and large end-users in the mechanical and plumbing sectors as assigned.
Requirements
- Minimum 5 Years of industry knowledge and experience.
- B.S. in Mechanical Engineering or equivalent technical degree or suitable work experience.
- Working knowledge of Microsoft 365 and SharePoint
Nice To Haves
- Experience with CRM and ERP.
- Experience with inside or outside sales in the hydronic, steam, Airside (HVAC & R) or commercial plumbing industry.
- Extensive knowledge of HVAC & R equipment and applications.
Responsibilities
- Regularly visits and communicates with clients.
- Schedules customer visits and Lunch and Learns with factory personnel.
- Supports corrective actions in collaboration with the service department.
- Updates and creates Business Development Rep opportunities in Salesforce.
- Tracks project progress.
- Provides input to CHC’s Salesforce CRM on new projects, engineering offices, and client changes.
- Offers timely project updates to the Business Tracking System.
- Interprets construction bid documents to generate equipment selections and budget-pricing quotations using Salesforce.
- Creates submittal packages and handles follow-up requests.
- Works with the Quotations Department for custom-engineered product quote descriptions.
- Establishes strong connections with engineers, end-users, and architects.
- Educates and develops business in the HVAC & R sector within the BD Reps’ territory.
- Maintains up-to-date product specifications for all items on the CHC line card.
- Provides technical support to the Sales Department.
- Stays informed on new product offerings and changes.
- Assists the Sales Department by clarifying specifications and selecting effective strategies for project bids.
- Works with Quote Developers as needed.
- Selects equipment using manufacturer’s sizing software.
- Reviews plans and specifications with the quotation department.
- Acts resourcefully and innovatively to solve problems and complete tasks.
- Communicates clearly and concisely with customers and within the organization.
Benefits
- Receives an expense account and car allowance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
