Owner Direct Equipment Sales Engineer
About The Position
Havtech is a commercial HVAC equipment supplier that provides heating, ventilating, air-conditioning, and building automation solutions to building owners. The Owner Direct Equipment Sales Engineer develops long-term customer relationships and maximizes account penetration and retention with owner accounts, offering HVAC solutions across a portfolio of industry-leading equipment. The role identifies and develops sales opportunities, works with customers and internal teams to define project requirements, and manages proposals, pricing, negotiations, and project handoffs. It also develops account-specific business plans, provides account activity reports and forecasts, and advises customers on HVAC system solutions with financial and performance considerations. The position has no direct supervisory responsibility and requires travel at least 20% of the time.
Requirements
- Bachelor’s degree in Mechanical or Electrical Engineering, Construction, Engineering Technology, or another related area.
- Excellent oral and written communication skills.
- Well-developed presentation skills.
- Excellent customer relations skills.
- Knowledge of marketing and market planning.
- In-depth knowledge of the HVAC industry.
- Ability to travel at least 20% of the time.
- Ability to work independently and deliver results.
Responsibilities
- Use the account management process to identify key customers and develop action plans to grow accounts.
- Identify opportunities with existing and new customers.
- Collect project data and compare it with office capabilities.
- Convert leads into opportunities by selecting the appropriate sales process, identifying project team members, assigning responsibilities, and communicating next steps.
- Gather and validate preliminary information and conduct facility walk-throughs, construction plan reviews, or other required assessments.
- Determine project needs, constraints, and responsibilities to meet customer HVAC system design and installation requirements.
- Develop, evaluate, and discuss potential solutions with customers.
- Develop preliminary project fulfillment schedules.
- Perform project take-offs, equipment selection and pricing, and integration of equipment, controls, and services.
- Prepare and review proposals and validate preliminary proposals with customers.
- Determine proposal pricing and sales strategy.
- Review contract terms and conditions against Havtech standards.
- Present proposals and negotiate price, terms, and conditions with customers.
- Follow up with buying influences.
- Prepare transition documents and communicate project readiness to the operations team.
- Resolve major scope deviations with the team after Project Scope Validation.
- Develop and execute account-specific business plans that support strong, profitable, long-term partnerships.
- Provide total account business activity reports and annual forecasts.
- Consult with customers on HVAC system-related solutions, including financial and performance considerations.
- Assess customer needs and market opportunities, and coordinate with the sales team on customer penetration and project acquisition.
- Coordinate with owners in writing project specifications.
- Coordinate with estimators on specification interpretation and proposal preparation.
Benefits
- Comprehensive medical, dental, and vision plans.
- Company-paid life insurance and disability coverage.
- 401(k) with match.
- Paid holidays.
- Paid time off.
- Gratitude day to give back to the community.
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What This Job Offers
Job Type
Full-time
