What are the responsibilities and job description for the HVAC Project Sales Manager position at The Tustin Group?

Summary :

Project Sales Manager will drive project sales and manage relationships with businesses needing HVAC solutions for commercial, industrial, and large-scale projects. The role requires a strong understanding of HVAC systems, technical expertise, and experience in HVAC project management. The Project Sales Manager will engage with decision-makers to deliver tailored solutions and self-generate project opportunities.

Essential Duties and Responsibilities :

Develop and execute a strategic sales plan to acquire new B2B clients and expand existing relationships.
Assess customer needs and recommend appropriate HVAC systems.
Build and maintain strong relationships with key decision-makers.
Prepare and present proposals, including cost estimates, timelines, and technical specifications.
Negotiate pricing, terms, and contracts to close profitable sales.
Coordinate with vendors, contractors, and internal teams to meet project deadlines.
Monitor project progress and manage customer expectations.
Stay updated on HVAC industry trends and competitor offerings.
Identify opportunities to expand market share in the B2B space.
Attend industry events to generate leads and network.
Track sales activity and project progress in CRM software.
Meet or exceed sales targets and performance metrics.
Provide feedback to management on market conditions and customer needs.
Collaborate with operations and marketing teams for successful project delivery and strategy development.
Identify new business opportunities through prospecting and relationship building.
Present proposals, bids, and contracts to customers and negotiate terms.
Always ensure professional representation of the company.
Follow established sales processes and strategies.
Utilize cold calling scripts and coach sales reps to effectively book appointments.
Maintain accurate sales activity records in CRM.
Respond to customer inquiries promptly and professionally.
Maintain positive relationships with office personnel.
Be punctual for all meetings and work-related activities.
Perform other duties as directed by management.

Experience and Skills :

Valid driver's license and clean driving record.

High school degree or equivalent

10 years of HVAC experience

Proven success in coaching and developing people.

Strong understanding of proactive sales funnel management and tracking sales activity.

Critical thinker and problem-solver with a growth mindset.

Excellent verbal and written communication skills.

Proficient in computer skills and use of software platforms, business systems, Microsoft Word, Excel, PowerPoint, Teams, Zoom, and shared cloud-based drives.

Self-motivated, confident, independent, and organized.

Positive attitude, energy, and enthusiasm to drive sales and company growth.

Strong interpersonal skills with the ability to work effectively with clients and team members.

Capable of delivering presentations in front of owners and key decision-makers.

Ability to multitask and problem-solve efficiently in a fast-paced environment.

Physical Demands / Work Environment :

Sitting for prolonged periods at a desk while using a computer.

Typing and using a mouse frequently throughout the workday.

Lifting and carrying light office supplies, such as paper or small packages, typically weighing up to 10 pounds.

Reaching and bending to access file cabinets and shelves.

Using a telephone for extended periods to communicate with customers and employees.

Visual acuity to read and interpret documents, emails, and computer screens.

Hearing ability to understand and respond to customer inquiries and communicate with colleagues.

Ability to traverse uneven surfaces and climb ladders during site visits.

Ability to travel within the assigned sales territory as needed, including potential overnight travel.

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