Demo

HVAC Service Sales

Capstone Mechanical
Waco, TX Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 4/16/2025
The HVAC Service Sales will sell HVAC services using technical, organizational and customer knowledge to influence customers and assist them in applying the services to their needs, resulting in revenue generation by building, maintaining, and improving relationships with clients.

Job Duties and Responsibilities:

  • Contact new and existing customers to discuss their needs, and how those needs could be met
  • Answers customers’ questions about services, prices, availability, or terms
  • Prepare service contracts for orders obtained, quote prices, credit terms, or other bid specifications using Salesforce and submit for processing
  • Emphasize service features based on analyses of customers’ needs and on technical knowledge of service capabilities and limitations
  • Negotiate prices or terms of service agreements
  • Maintain customer records
  • Visit establishments to evaluate needs or to promote service sales
  • Develops and delivers sales presentations and closes sales
  • Participate in sales forecasting and planning meetings
  • Timely manage assigned sales budgets
  • Work with General Manager to resolve customer issues
  • Develops and maintains communications in a cooperative and professional manner with all levels of staff and customers using established guidelines
  • Partner with business development group to identify prospective customers
  • Collaborate with colleges to exchange information, such as selling strategies or marketing information.

Required Education/Experience:
Bachelor’s Degree in Business/Marketing or High School/Trade School Diploma (or GED or High School Equivalence Certificate) and work experience of 3-5 years in service/sales position Competencies:

  • Technical capacity
  • Customer focus
  • Communication proficiency
  • Innovative
  • Collaboration
  • Financial Management
  • Presentation skills
  • Attention to detail and ability to work independently
  • Personal computer skills, strong typing ability and knowledge of Microsoft Office Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand, as necessary. Work Environment This job operates in both an office and a field environment. Must be able to sit and/or stand for extended periods of time. Reasonable Accommodation Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company’s business operations. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Employee understands the above job description and agrees to comply with and be subject to its conditions. Employee further agrees this job description does not alter his/her at-will employment status. Employee understands that the Company reserves the right to delegate, remove, expand or change any and all responsibilities. Employee acknowledges that he/she can fulfill the above duties with or without reasonable accommodation.

Equal Opportunity Employer
Capstone Mechanical strives to uphold high standards of fairness, business ethics, and responsible behavior. We also seek to provide outstanding career opportunities for all our employees and to providing employees with a work environment free of discrimination and harassment. Therefore, all employment decisions are based on business needs, job requirements and individual qualifications without regard to anyone’s race, color, religion, gender, national origin, age, physical or mental disability, U.S. military veteran status, marital status, pregnancy, or any other consideration made unlawful by federal, state or local laws. To comply with applicable laws ensuring equal employment opportunities to qualified individuals with a disability, Capstone Mechanical will make reasonable accommodations for the known physical and mental limitations of an otherwise qualified individual with a disability who as an employee, if such accommodation will enable the person to perform the essential functions of the job held, unless undue hardship for the company would result or the person poses a direct threat to themselves or others. Any employee who requires an accommodation to perform the essential functions of the job should contact the HR Manager and request such an accommodation(s). The employee should specify what accommodation they believe is needed to perform their job. The HR department will conduct an investigation to identify the barriers that interfere with the equal opportunity of the employee to perform their job. We will identify possible accommodations, if any, that will help eliminate the limitation. If the accommodation is reasonable and will not impose undue hardship, we will make the accommodation. Recruiting, hiring, training, compensation, overtime, job classifications, assignments, working conditions, promotions, demotions, transfers, layoffs, terminations, employee benefits, social and recreational programs and all other terms, conditions and privileges of employment will be administered without regard to race, color, religion, gender, national origin, age, physical or mental disability or U.S. military veteran status, or any other consideration made unlawful by federal, state or local laws. As an equal opportunity employer, we hire without consideration to race, religion, color, national origin, age, gender, marital status, pregnancy, veteran status or disability. We invite you to complete the optional self-identification fields below used for compliance with government regulations and record-keeping guidelines.

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