Sales Executive - Commercial HVAC Projects

NexCore•Stoneham, MA

About The Position

The Small Projects Sales Executive joins Accutemp Engineering’s inside sales group and leads commercial HVAC projects from the initial customer request or service recommendation through installation, completion, and invoicing. The role combines technical sales, estimating, and hands-on project management: evaluating customer needs, developing practical solutions, pricing and selling the work, purchasing equipment and materials, and coordinating installation and subcontractors so each project delivers on its commitments. Projects include commercial HVAC replacements, installations, upgrades, and larger repairs. Examples include water-source heat pumps, rooftop units, split systems, small ductwork installations and modifications, medium-sized piping and controls projects, projects involving subcontracted trades, and larger repairs assigned for dedicated sales and project oversight. The position involves local travel to customer sites in a company car, with travel listed at 50%.

Requirements

High school diploma and trade school.
Five years of demonstrated experience in commercial HVAC project sales, estimating, installation supervision, or project management.
Practical knowledge of ductwork measuring, sizing, and installation.
Piping installation experience, including assessing routing, connections, and installation requirements.
Commercial HVAC equipment sizing, selection, and installation experience, including water-source heat pumps, rooftop units, and split systems.
Working knowledge of electrical and service requirements, with the ability to coordinate appropriate licensed trades.
Experience planning rigging, equipment access, removal, and placement.
Ability to obtain pricing, define scopes, and manage subcontractors.
Experience developing estimates, purchasing equipment and materials, controlling job costs, and coordinating project completion.
Strong customer communication skills and the ability to translate technical recommendations into clear business value.
Organization and follow-through to manage multiple opportunities and active jobs simultaneously.
Valid driver’s license, acceptable driving record, and ability to travel to customer sites.

Nice To Haves

Commercial HVAC field leaders with strong estimating, customer communication, and project coordination skills are encouraged to apply.
MA Refrigeration, MA Sheetmetal, NH Gasfitter, or MA Plumbing licenses/certifications.

Responsibilities

Receive and qualify customer requests, technician recommendations, and opportunities identified by the service team.
Visit customer sites to inspect equipment, verify field conditions, and understand customer requirements, goals, budgets, access restrictions, and scheduling expectations.
Develop practical solutions that address equipment performance, reliability, installation requirements, and customer priorities.
Prepare estimates and proposals with clear scopes, pricing, exclusions, and project expectations; present recommendations, follow up, negotiate within approved guidelines, and close profitable work.
Identify related improvements and additional project opportunities through customer relationships and site evaluations.
Measure and assess existing ductwork, piping, and equipment to establish installation requirements.
Size and select equipment and associated components, coordinating with technical resources and manufacturers as needed.
Evaluate electrical and service requirements, controls integration, equipment access, rigging, and removal needs.
Estimate labor, equipment, materials, subcontractor costs, and other project expenses; obtain quotations and confirm scope, availability, and lead times.
Plan installation sequencing, shutdowns, and customer coordination to minimize disruption to building operations.
Own sold projects from purchasing and scheduling through completion and invoicing.
Purchase equipment and materials, track deliveries, and coordinate availability with installation schedules.
Coordinate internal field personnel and subcontractors, establishing clear scopes, schedules, and expectations.
Monitor job progress, labor hours, material costs, and subcontractor expenses against estimates.
Resolve field issues and communicate changes, delays, and required decisions to customers and internal teams.
Document scope changes and obtain approval for additional work before proceeding.
Coordinate inspections, startup, testing, and completion activities with appropriate teams.
Confirm completed work meets the agreed scope and customer requirements, resolve punch-list items, and coordinate accurate, timely invoicing.
Maintain current opportunity, job-cost, and project records in company systems.
Travel locally to customer sites.