Service Sales Representative

Hoffman & Hoffman•Raleigh, NC

About The Position

The Service Sales Representative drives new sales for Hoffman Mechanical Solutions by identifying customer needs and providing solutions that address customer issues while generating referral-based sales. The representative presents proposals at customer facilities, follows the company’s selling process and uses approved presentation materials, and educates potential customers on the value of the company’s services. The role requires professional conduct consistent with the company’s integrity and customer-care standards, strong customer relationships, and responsive service. The representative works both in the field and from the office, keeps scheduled customer appointments, participates in sales meetings and training, and applies training in customer interactions. After sales calls, the representative transfers complete job information to operations—including photographs, notes, drawings, and required reporting—and remains available to answer questions. The role also includes returning to completed jobs for quality checks and referral development. Performance is assessed through revenue goals, self-generated leads and referrals, customer satisfaction, lead-generation practices, use of company technology, documentation quality, and error-free sales. Hoffman Mechanical Solutions is a division of Hoffman & Hoffman, Inc., focused on innovative HVAC solutions through superior design and customer service. The company is 100% employee-owned through an Employee Stock Ownership Plan (ESOP). The ESOP is a company-paid retirement benefit, in addition to 401(k) options for employee contributions. The position involves inspecting customer sites, including commercial spaces. Step ladders and occasional lifting of up to 30 pounds may be required. Proper personal protective equipment may be required in commercial environments. Occasional exposure to chemicals, extreme temperatures, dusty or confined spaces, and loud environments is described.

Requirements

At least 5 years of sales experience; HVAC, construction, or service experience is preferred.
Bachelor’s degree; a degree in engineering, mathematics, or the sciences is preferred.
Strong verbal and written communication skills, including by phone, email, and in person.
Excellent organizational skills, proactive thinking, and ability to prioritize work.
High attention to detail and accuracy.
Professional appearance.
Mechanical inclination and a strong understanding of sales psychology.
Organizational and sales-pipeline management skills.
Excellent customer-service skills.
Strong time-management, problem-solving, and analytical-thinking skills.
Ability to work independently and as part of a team and consistently meet deadlines.
Sound judgment and decision-making skills; well organized and self-motivated.
Comfort interacting with people at all levels, including clients.
Ability to manage multiple projects in a fast-paced environment.
Ability to work occasional evenings and weekends and travel occasionally, including some overnight stays.
Ability to build relationships, including remotely, and provide prompt solutions and responsive customer service.
Ability to use Excel, Word, Outlook, and basic computer tools, or learn them quickly.
Ability to effectively lead small teams.
Valid driver’s license.

Nice To Haves

Sales experience in HVAC, construction, or service.
Bachelor’s degree preferably in engineering, mathematics, or the sciences.

Responsibilities

Present proposals in person at customers’ facilities.
Conduct sales presentations according to the company selling process and use approved presentation materials and methods.
Educate potential customers on the value of the company’s solutions.
Refine communication skills and customer-satisfaction processes.
Keep customer appointments as scheduled.
Participate in training and demonstrate retention and field application of acquired knowledge and skills.
Transfer required information and communications to operations after calls, including job photographs, notes, drawings, and other necessary details.
Complete required sales reporting and documentation, remain available to answer questions, and return to completed jobs for quality checks and referral development.
Stay in contact with the office and work from the office when not in the field.
Follow company procedures for generating referrals.
Participate in sales meetings.
Represent the company professionally and in accordance with its integrity and customer-care standards.
Perform other duties as assigned.