Service Sales Representative
About The Position
The Service Sales Representative drives new sales for Hoffman Mechanical Solutions in a professional manner consistent with the company’s integrity and customer-care standards. The role identifies customer needs, recommends solutions, and aims to resolve customer issues while generating referral-based sales. Hoffman Mechanical Solutions, a division of Hoffman & Hoffman, Inc., focuses on providing innovative HVAC solutions through superior design and customer service. The representative conducts in-person sales presentations and proposals at customer facilities, educates potential customers about the value of solutions, and follows the company’s sales and referral processes. The position also coordinates job information and documentation with operations, supports installation quality checks, maintains customer and office communication, and participates in training and sales meetings. The job may require occasional evenings, weekends, and travel with overnight stays. The role involves inspecting customer sites, sometimes using step ladders and lifting up to 30 pounds. Work may also involve required personal protective equipment and occasional exposure to chemicals, extreme temperatures, dust, confined spaces, and loud environments.
Requirements
- At least 5 years of sales experience; HVAC, construction, or service sales experience is preferred.
- Bachelor’s degree; preferably in engineering, mathematics, or the sciences.
- 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.
- Strong sales pipeline management and customer service skills.
- Strong time-management, problem-solving, and analytical-thinking skills.
- Ability to work independently and with a team while consistently meeting deadlines.
- Sound judgment and good decision-making skills.
- Well-organized, self-motivated approach and comfort interacting with people at all client levels.
- High energy and ability to manage multiple projects in a fast-paced environment.
- Ability to work occasional evenings and weekends.
- Ability to travel occasionally, including some overnight stays.
- Ability to build relationships, including remotely, and strong interpersonal skills.
- Ability to use Excel, Word, Outlook, and basic computer tools, or learn them quickly.
- Valid driver’s license.
- Ability to visually inspect customer sites, use step ladders, and occasionally lift up to 30 pounds.
- Ability to use sight, touch, and hearing senses, including close, distance, color, and peripheral vision.
- Ability to use required personal protective equipment in commercial environments, which may include a hard hat, safety glasses, ear plugs, safety vest, gloves, and occasionally a respirator.
- Ability to tolerate occasional exposure to toxic or caustic chemicals, extreme cold or heat, dusty or confined commercial spaces, and loud environments.
Nice To Haves
- Sales experience in HVAC, construction, or service.
- A bachelor’s degree in engineering, mathematics, or the sciences.
Responsibilities
- Present proposals in person at customers’ facilities.
- Conduct sales presentations using approved company materials and methods.
- Educate potential customers about the value of the company’s solutions.
- Keep customer appointments as scheduled.
- Participate in requested or needed training, retain the learning, and apply acquired knowledge and skills in the field.
- Transfer required information and communications after calls according to company standards, including job photographs, notes, drawings, and other information needed by operations.
- Complete required sales reporting and documentation, answer follow-up questions, and return to completed jobs for quality checks and to develop plant referrals.
- 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 keeping with its integrity and customer-care standards.
- Refine communication skills and improve customer-satisfaction processes.
- Provide prompt solutions and responsive customer service to inquiries and requests.
- Build relationships with customers, including remotely, and effectively lead small teams.
- Perform other duties as assigned.
Benefits
- Company-paid Employee Stock Ownership Plan (ESOP) retirement benefit.
- 401(k) options for employee contributions.
