Commercial Sales Engineer, HVAC Solutions

CoolSys-posted 27 days ago
Full-time • Mid Level
Hybrid • Philadelphia, PA
1,001-5,000 employees
Specialty Trade Contractors
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CoolSys solves the most complex challenges in refrigeration, air conditioning, heating, engineering, and energy management. With over 3,700 associates nationwide, we deliver tailored solutions to help businesses cut costs, improve equipment performance, and reduce emissions. Our services include HVAC and refrigeration equipment sourcing, installation, repair, maintenance, monitoring, and optimization. We also offer engineering design, energy resilience and consumption optimization, asset recycling, and seamless multi-site rollouts across states. Based in Southern California since 2007, CoolSys serves over 45,000 customer locations in industries like retail, food service, commercial, data centers, industrial, and pharmaceuticals. No wonder Newsweek named CoolSys one of America's Greatest Workplaces! We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include: Competitive pay: Base starting at $80K with commission Hybrid - onsite and field Benefits: Medical, Dental, Vision and Prescription coverage. Paid vacation, holidays, and floating holiday. 401(K) with Company match. Company sponsored life insurance, as well as optional AD&D, short and long-term disability. Tuition reimbursement. Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more. Pet Insurance. Legal Plan and ID Theft Protection.

  • Responsible for achieving annual revenue and margin goals of all products (i.e., service, construction, energy, HVAC refrigeration and engineering) for assigned accounts.
  • Establishes and builds relationships with all key customer contacts and decision makers required to sell all CoolSys products and services.
  • Establishes and maintains customer contact information in Salesforce.com.
  • Responsible for developing and updating annual account plans in salesforce.com, for each assigned customer.
  • Acts as the conduit for the customer on communicating administrative and operational issues to the appropriate CoolSys commercial operations and/or operations resources to ensure issues are addressed in a timely manner.
  • Responsible for working with Sales Operations on the execution of service contract RFP processes for renewal of existing service contracts with assigned customers, including providing sales-related information required by the RFP.
  • Responsible for ensuring visibility to all relevant bid and/or negotiated installation opportunities from assigned accounts, within our footprint.
  • Reviews estimates developed by the estimating team; acts in a consultative role, as needed, for estimate development, manages the sales/Ops pre-bid process per the approved SOP, and prices bids for submittal to customers, negotiates pricing on installation projects with end customers and/or general contractors, when available, within approved margin guidelines.
  • Ensures installation sell margins are in compliance with margin guidelines for all construction bids and that all upfront sales processes (e.g., pre-bid and turnover meetings) are being followed.
  • Complies with all required sales processes, including Safesforce.com and Projectmates.
  • Identifies and acts on new sales opportunities within existing assigned accounts.
  • Proactively assesses, clarifies and validates customer needs on an ongoing basis, and leads the solution development efforts that best address customer needs.
  • Works with the Business Development Team to coordinate the transition of new customers when new customers are added to Sales Engineer's assigned customer list.
  • Perform other duties and projects as assigned.
  • Intermediate proficiency with Microsoft Office suite of applications (Word, Excel, PowerPoint, etc.)
  • Proficient with CRM (Salesforce, Gold Mine, etc.)
  • Ability to travel locally to clients
  • Excellent communication and presentation skills.
  • Knowledge of construction and service industry a plus, including principles and practices related to project estimation, labor forecasting, and building permits.
  • Knowledge of commercial refrigeration, plumbing and HVAC equipment and industry, preferred.
  • familiar with reading blueprints
  • Strong leadership & influencing skills, with demonstrated ability to champion organizational initiatives across the organization.
  • Ability to develop and maintain strong customer relationships.
  • Ability to operate with a high degree of autonomy and professionalism.
  • Exceptional collaborative team-oriented communication skills.
  • Ability to make decisions that have a significant impact on the department's credibility, operations and service.
  • Ability to interface across all levels of the organization.
  • Demonstrate ability to manage multiple projects, set and balance competing priorities with strong organization skills and ability to multi-task.
  • Demonstrate strong customer service skills, ability to proactively address customer issues and concerns.
  • Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis in order to meet deadlines and business needs.
  • Ability to compute, analyze, and interpret complex statistical data and/or to develop forecasts
  • Ability to make informal and formal presentations, inside and/or outside the organization; speaking before groups.
  • Bachelor's degree in Business, Marketing or related field, preferred.
  • Knowledge of HVAC industry is preferred
  • Minimum of 3-7 years sales experience.
  • Required experience with contract negotiations, forecasting and budgeting.
  • Must have strong relationship building and management background.
  • Knowledge of construction and service industry a plus, including principles and practices related to project estimation, labor forecasting, and building permits.
  • Knowledge of commercial refrigeration, plumbing and HVAC equipment and industry, preferred.
  • Bachelor's degree in Business, Marketing or related field, preferred.
  • Knowledge of HVAC industry is preferred
  • Medical, Dental, Vision and Prescription coverage.
  • Paid vacation, holidays, and floating holiday.
  • 401(K) with Company match.
  • Company sponsored life insurance, as well as optional AD&D, short and long-term disability.
  • Tuition reimbursement.
  • Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more.
  • Pet Insurance.
  • Legal Plan and ID Theft Protection.
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