About The Position

The Owner-Direct, National Account Sales Engineer is responsible for achieving annual booking targets within strategic vertical markets by closing sales at approved pricing, expanding key accounts, and identifying opportunities to grow market presence. This role involves surveying mechanical systems, developing project solutions, and managing the full sales cycle to support customer needs and company goals.

Requirements

  • 5+ years of experience in Mechanical, Plumbing, or Electrical sales, retrofits, or related project management.
  • Working knowledge of Mechanical, Plumbing, or Electrical systems.
  • Proficient in Microsoft Office and CRM tools.

Nice To Haves

  • Strong organizational and communication skills.
  • Ability to work independently and manage time effectively.
  • Comfortable climbing ladders and lifting up to 50 lbs.
  • Valid driver’s license with an insurable driving record.

Responsibilities

  • Achieve annual booking goals through proactive sales efforts.
  • Qualify leads, deliver effective sales presentations, and overcome objections to close deals.
  • Identify and pursue new business opportunities in assigned markets.
  • Expand existing customer relationships by offering tailored solutions and value-added services.
  • Maintain a robust pipeline and ensure timely follow-up on leads and referrals.
  • Conduct site surveys to evaluate mechanical systems and identify client needs.
  • Recommend replacement, retrofit, or modification solutions and interpret drawings and job conditions.
  • Provide detailed estimates and apply company pricing standards to project proposals.
  • Build long-term relationships with customers by addressing concerns promptly and delivering cost-effective solutions.
  • Understand client decision-making processes and timelines to strategically position proposals.
  • Partner with operations and purchasing teams to select vendors, ensure timely procurement, and support seamless project execution.
  • Represent the company effectively to vendors and external stakeholders.
  • Prepare accurate and timely reports, proposals, and documentation, including booking packages and supportive information related to delays, changes, or special conditions.

Benefits

  • Competitive salary based on experience.
  • Health, dental, and vision insurance.
  • Paid time off and holiday pay.
  • Opportunities for professional development and certification assistance.
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