HVAC Service Sales Rep - Bernhard LLC

At Bernhard, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in innovative energy solutions. Our commitment to leveraging emerging technologies ensures that we remain at the forefront of the Energy-as-a-Service sector.
We believe in growth—not just for our business, but for our people. Our team members have the opportunity to advance their careers in a supportive environment that values continuous learning and development. We embrace innovation and encourage creative problem solving to tackle the energy infrastructure and energy challenges of tomorrow.
Inclusion is at the heart of our culture. We strive to create a workplace where every voice is heard and valued, fostering a collaborative environment where diverse perspectives drive our success.
Join us to be part of a legacy of excellence and a future of groundbreaking advancements. At Bernhard, stability, innovation, and growth are more than just values—they are the pillars of our continued success.

The Service Sales Representative I is responsible for:

• Determining customer needs.
• Developing solutions.
• Estimating work.
• Selling HVAC service agreements for commercial clients.
• Meeting sales objectives.
• Developing customer relationships.
• Creating a backlog of work to support short and long-term goals.

Specific responsibilities include:

• Sourcing and contacting potential clients weekly, and accurately documenting and reporting findings in a timely manner.
• Regularly updating the proposal log.
• Collaborating with other team members to generate more work for Services, create higher profit margins, and maintain margins for both maintenance and proposed work.
• Completing customer satisfaction sheets.
• Determining customer needs, estimating work, suggesting upgrades, and developing and presenting solutions based on the company's services offered.
• Monitoring, reporting, and meeting sales plan goals.
• Developing and maintaining an active proposal backlog that will support achieving the designed sales plan.
• Developing long-term relationships to create brand loyalty.
• Thoroughly learning the company's service offerings to explain to clients and persuade sales.
• Assisting the team in creating and carrying out a successful sales strategy.

This position is Full-Time, Exempt, and reports to the Business Unit Manager.

Required Education, Experience, and Qualifications

• Must have five (5) years' experience in HVAC, Mechanical, or related sales, selling owner-direct projects and maintenance agreements.
• Must have working knowledge of Microsoft Word, Excel, and PowerPoint.
• Must be organized and self-motivated with the ability to source leads, make cold calls, follow up calls, and visit potential clients.
• Professional manner and appearance.
• Effective verbal and written communication skills.
• Detail-oriented and willing to tackle various ongoing projects in a fast-paced environment.
• Versed in the industry and the Company's competitors.
• Ability to multitask and perform duties outside of the scope of work when necessary.

Preferred Education, Experience, and Qualifications

• Bachelor's degree in a technical or business discipline preferred or a minimum of 5 years experience with a proven track record in HVAC, Mechanical, or related sales.

Travel Requirements

• 15% of time will be spent traveling to job site(s)/office location.

Physical/Work Environment Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Ascending and descending ladders, stairs, scaffolding, ramps, and/or poles.
• Climbing stairs.
• Moving self in different positions to accomplish tasks in various environments including tight and confined spaces.

Bernhard is proud to be an Equal Opportunity Employer of Minorities, Women, Protected Veterans, and Individuals with Disabilities, and participates in the e-Verify program. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other classification protected by law.