Service Sales Engineer (Hvac)

Acco Engineered Systems Costa Mesa , CA 92626

Posted 2 weeks ago

JOB SUMMARY:

Under the direction of the Regional Sales Manager and Project Manager, this position will be primarily responsible for supporting the service project manager by performing the duties listed below. Successful performers in this position will have the ability to develop, maintain and enhance ongoing relationships were Service Customers. This position is designed to develop Service Sales Engineers/ Service Project Managers.

ESSENTIAL FUNCTIONS:

  • Prepare Customer Proposals

Includes repairs, unit replacements and maintenance contracts.

This will include clearly defining scope, exclusions and general conditions.

  • Survey Jobsites and develop Job Cost Estimates

Visit jobsites or obtain information from field technicians to prepare job cost estimates and alternatives solutions for customer problems.

Must be able to obtain equipment pricing from appropriate vendors.

Use the multiple software packages provided by the Company to prepare estimates for a variety of work including sheet metal, piping and equipment/parts replacements.

  • Prepare Ductwork and Piping takeoffs

Estimating job costs and developing scope for proposals requires takeoff skills be develop.

Must be able to read construction drawings.

Strong math and analytical skills are required.

  • Load Calculations

Using third party software, prepare load calculations to determine cooling and heating requirements.

  • Selling Maintenance Contracts

Develop an understanding of the scope for ACCOCare, ACCOGuard and ACCOServe maintenance contracts.

Review all ACCOGuard and ACCOServe work orders to determine if work performed is covered by the contract or is billable.

Determine appropriate tasking for a maintenance contract and prepare booking documentation.

  • Develop and Maintain Customer Relationships

Prospect for future customers continuously.

Close sales transactions and keep customers happy.

Make sure customers are aware of all services provided by ACCO.

  • Communicating with Field Personnel

Clearly conveying the scope of work for sold jobs to the field.

Be available to assist the field in problem solving in the middle of jobs

Participate in pre-job meetings.

  • Business Ethics and Professional Conduct - At all times external and internal customers, vendors and fellow employees must be treated fairly, honestly and with the intent of maintaining a mutually beneficial long-term relationship.

EDUCATION AND EXPERIENCE:

  • Minimum of 3 years in the HVAC Service Industry and an associate degree in HVAC. Must have and mid-level understanding of HVAC and Control Systems.

  • Strong interpersonal skills and the ability to relate well with a variety of personality types.

  • Good organizational and time management skills are a required in order to handle multiple issues.

  • Able to participate in customer relations issues and find solutions to solve customer disputes.

  • Good technical knowledge in HVAC equipment, ductwork, and piping.

  • Understand the necessity of maximizing the productivity of our technician workforce.

  • Good verbal, written, listening, and computer skills.

  • Must possess and maintain a valid driver's license and auto liability insurance.

PHYSICAL REQUIREMENTS:

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Regularly lift, push, pull, carry, and/or move up to 10-15 pounds, and occasionally up to 30 pounds.

  • Regularly required to walk, stand, and sit.

  • Frequently use hands and fingers to handle, grasp, and feel.

  • Regularly talk, hear, and use specific vision abilities of Close vision and Distance vision.

  • Frequently operate computer keyboard, telephone, and mobile device.

  • Operate and drive a motor vehicle.

  • Frequently required to reach with hands and arms and at times reach above shoulder height to access storage cabinets.

  • Occasionally required to balance, stoop, kneel, crouch, and/or crawl (for reviewing a job site and/or of filling photocopier/printers).

  • Ability to climb both fixed and extension ladders and raise a roof hatch.

  • Possess a range of motion sufficient to look into the interior of air conditioning equipment.

  • Regular and routine attendance is required.

TYPICAL HOURS:

Monday to Friday, 8:00 am to 5:00 pm

TRAVEL:

25% of the time to and from the primary office to regional branch offices and customer job site.

COMPETITIVE WAGES:

$80k - $120k Annual Salary. Applicants please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. The offered wage or salary is only one aspect of an employee's total compensation.

#ACCO


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Service Sales Engineer (Hvac)

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