Hvac Account Manager

The Sales Engineer reports to the VP of Pre-Construction and is responsible for conducting a wide range of sales activities in support of the Sales Department and the Capstone business plan. Types of HVAC selling include, but are not limited to, light-commercial new construction, light-construction change-outs, industrial processes, building automation and controls, and service agreements.
The Sales Representative will work a standard schedule with some weekend and night work. Job-related contacts can occur with all demographic groups, with most of daily contacts being with potential or actual Capstone customers.
Principal Duties and Responsibilities:

• Secure orders from existing customers by means of on- site calls, telephone contacts and

• Secure orders from potential customers by means of on-site calls, telephone contacts and

• Participate in project job walks and discussions with the customer regarding the project scope, specification requirements, timelines, goals, and other performance instructions.

• Prepare an estimate package for work to be performed, from bids solicited from vendors and sub-contractors, that meet GP and net profit goals for each department.

• Coordinate manpower requirements with department heads post-sale.

• Manage small projects including order entry, procurement of equipment, directing manpower, and providing quality

• Provide customers with a wide range of HVAC and energy usage

• Apply Building Science to HVAC solutions to help our customers get the best value.

• Conduct post-sale follow-up with customers to ensure all sales agreements have been accomplished, and customers are satisfied with all aspects of the

• Provide base level technical assistance when needed for customers.

• Handle and resolve customer complaints regarding a product or service.

• Maintain a working relationship with service and installation Departments to ensure familiarity with services and products offered, and roles.

• Maintain relationships with product representatives and local suppliers to stay up to date on product lines, promotions, trends, and changes.

• Maintain and improve his or her sales skills and HVACR knowledge through self-study, product seminars, corporate training, and self- improvement

• Maintain written and digital records of sales-related leads, contacts, referrals, suspense items, future opportunities, follow-ups, and key names and

• Respond to written and telephone inquiries that are sales-related or could lead to a sales-related

• Conduct himself/herself in a professional manner to echo the vision, mission, and values of Capstone
  Job Qualifications:

• Be a skilled and experienced salesperson with a proven record of direct sales experience, including a record as a strong sale closer.

• An undergraduate degree in engineering or another technically related

• Experience in engineering, sales-related marketing in the HVACR industry, or building service

• Possessing excellent oral and written communication skills, with the ability to sell to a wide range of customers, g., commercial, and industrial.

• Physical ability to conduct sales workups on actual jobsites, including climbing ladders under adverse

• Current TX driver's license Incumbent must be insurable

• Be a self-motivated, extrovert, tactful, organized, goals-oriented

• Microsoft Office Suite (including Word, Excel, and Access, in the most current version),

• Be capable of learning how to calculate cooling/heating load calculations and solve a wide range of energy usage related problems.
  Capstone Vision
  To be the preferred Mechanical Professionals in Central Texas
  Our long-term goal is to be the most sought-after company in our area for the products and services we provide, and to provide those products and services with the highest skill and integrity from every team member.
  Capstone Mission
  To serve customers with legendary excellence
  Every time we serve a customer with excellence, we succeed in fulfilling our calling and we will have opportunities to create "legends" that will be talked about for years. We want to create raving fans with every customer interaction.
  Capstone Core Value

• Do the right thing

• Servant Leadership

• Be good stewards of our resources

• Exceed customer expectations

• Open accountability at every level