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Refrigeration Project Specialist

Bassett Mechanical
Madison, WI Full Time
POSTED ON 12/23/2024 CLOSED ON 1/20/2025

What are the responsibilities and job description for the Refrigeration Project Specialist position at Bassett Mechanical?

Bassett Mechanical is a 3rd generation family-owned company that provides custom-built industrial refrigeration, HVAC, plumbing, metal fabricating and preventative maintenance service solutions to customers throughout the United States and the world. It is not only a great place to grow and thrive in your career. It is a place to truly belong. As a member of the Bassett Mechanical Family, you'll enjoy a competitive compensation and benefits package and many professional growth opportunities. From the moment you're hired, to the day you retire, you're a part of our Bassett Mechanical Family.

Position Purpose

To ensure that project leads that come into the Service Department are designed, estimated and sold in a timely fashion and are completed at or under planned costs. To develop new customer contacts on an ongoing basis.

Position Responsibilities

  • Identify prospects in assigned market. Promptly follow up on leads and referrals. Establish customer rapport and identify needs. Maintain an active backlog of quotes to assure booking goal is consistently met.
  • Plan and efficiently schedule appointments and manage personal time to assure maximum productivity. Continually utilize and maintain CRM tool.
  • Qualify prospects, identify project solutions, estimate costs, make effective sales presentations, and answer questions and objections in a proficient and responsible manner.
  • Aggressively manage quotes and close sales.
  • Survey mechanical systems. Understand prospect’s needs and problems. Determine repair, modification and/or replacement requirements to provide prospects with solutions to problems. Interpret drawings, equipment and job conditions.
  • Interacts with all divisions for cross selling opportunities.
  • Add value to the customers by proactively looking for ways to save energy and forecast equipment replacement needs.
  • Handle maintenance agreement customers and key accounts as assigned.
  • Public relations - entertain and build relationships with current customers.
  • Support customer’s regulatory compliance needs through personal knowledge and through the Bassett PSM department.
  • Stay current on mechanical systems, appropriate codes and industry standards.
  • Act as a technical resource in support of service technicians as well as sales team
  • Establish relationships with vendors to obtain pricing, delivery and technical information as needed.
  • Establish and follow through on a personal and professional development plan.
  • Support and maintain a Lean work environment.
  • Other duties as assigned/needed.

Summary Of Skills, Knowledge And Abilities

  • Good technical knowledge and experience in refrigeration
  • Minimum two year technical school degree in refrigeration a plus
  • Strong interest in technical sales
  • Strong communication, organization and supervisory skills
  • Proven sales/customer relations skills
  • Physical ability to access job sites, including some climbing
  • Ability to multi-task and prioritize as needed

Direct Reports

  • None
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