Commercial Sales Consultant III

Geisel Heating & ACElyria, OH

About The Position

The Commercial Sales Consultant will sell products and services by interacting with commercial business customers and developing new relationships. They will work to develop long-term relationships with customers via commercial maintenance contracts and position the Company to help the customer with their HVAC needs. This role utilizes effective sales techniques, including networking and “cold calling” to develop new accounts for commercial maintenance, service, retrofit, and replacement business. The consultant actively manages and maintains relationships with strategic commercial customers and supports ongoing relationships with these customers, ensuring consistent service delivery across all locations. They will use assessment tools and other relevant systems to prepare proposals for commercial customers, explaining technical information in an understandable manner. The role involves preparing and presenting service contracts for new customers and updating renewal contracts for existing ones, as well as entering new customer data into a contact database. Weekly reports of contracts sold, business transactions, and customers contacted are required. The consultant will confer with owners of existing buildings and inspect premises to determine installation or service requirements, present bids, and explain credit terms and cost factors, emphasizing quality, performance, and service. Coordination of the transition from a new commercial installation customer to an ongoing maintenance/service customer is also a key responsibility, involving meetings with owners and proposal preparation at project completion. Periodic contact with owners is necessary to advise of work progress and resolve service problems. The role also includes contacting property owners and construction agents of prospective customers to obtain building specifications and submitting this information to the commercial sales/estimating department. Lead generation for prospective customers is based on information from various sources like newspapers, business directories, industry ads, trade shows, and websites. Developing and maintaining relationships with purchasing contacts is also part of the role. Other duties as assigned.

Requirements

  • Minimum Experience: 4+ Years
  • Minimum Education: Bachelor's Degree

Responsibilities

  • Sell products and services by interacting with commercial business customers and developing new relationships.
  • Develop long-term relationships with customers via commercial maintenance contracts.
  • Utilize effective sales techniques, including networking and “cold calling” to develop new accounts for commercial maintenance, service, retrofit and replacement business.
  • Actively manage and maintain relationships with strategic commercial customers and support ongoing relationships.
  • Ensure that the customer receives consistent service delivery in all locations.
  • Utilize the assessment tool and other relevant systems and information to prepare the proposal for the commercial customer.
  • Explain technical information to the customer in an easy-to-understand manner.
  • Prepare and present service contracts for new customers and update renewal contracts for existing customers.
  • Enter new customer data and other sales data for customers into contact database.
  • Prepare weekly reports of contracts sold, details of business transactions and customers contacted.
  • Confer with owners of existing buildings and inspect premises to determine installation or service requirements.
  • Present bid to customer and explain credit terms and cost factors, emphasizing quality, performance and service.
  • Coordinate transition from new commercial installation customer to ongoing maintenance/service customer by meeting with owner and preparing proposals to meet their ongoing HVAC needs at project completion.
  • Contact owners periodically to advise of progress of work and resolve any service problems.
  • Contact property owners and construction agents of prospective customers to obtain information on building specifications and submit information to commercial sales/estimating department.
  • Lead generation for prospective customers for use as sales leads based upon information from newspapers, business directories, industry ads, trade shows, Internet web sites and other sources.
  • Develop and maintain relationships with purchasing contacts.
  • Perform other duties as assigned.
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