Territory-focused sales role supporting HVAC&R and commercial plumbing customers: gather product specs, interpret bid documents, create quotes and submittals, maintain Salesforce records, build relationships with engineers/architects/end-users, provide technical support, and collaborate with quoting and service teams. Requires industry knowledge and travel within assigned territory.
CALIFORNIA HYDRONICS CORPORATION
BUSINESS DEVELOPMENT REPRESENTATIVE
Job Summary
The Business Development Representative collects product specifications for CHC's lines, supports fellow CHC Business Development Representatives, and collaborates with consulting engineers, design/build contractors, and large end-users in the mechanical and plumbing sectors as assigned.
Essential Functions
Client Interaction
- Regularly visits and communicates with clients.
- Receives an expense account and car allowance.
- Schedules customer visits and Lunch and Learns with factory personnel.
- Supports corrective actions in collaboration with the service department.
Salesforce Management
- Updates and creates Business Development Rep opportunities in Salesforce.
- Tracks project progress.
- Provides input to CHC’s Salesforce CRM on new projects, engineering offices, and client changes.
- Offers timely project updates to the Business Tracking System.
Technical Expertise
- Interprets construction bid documents to generate equipment selections and budget-pricing quotations using Salesforce.
- Creates submittal packages and handles follow-up requests.
- Works with the Quotations Department for custom-engineered product quote descriptions.
- Minimum 5 Years of industry knowledge and experience.
Relationship Building
- Establishes strong connections with engineers, end-users, and architects.
- Educates and develops business in the HVAC & R sector within the BD Reps’ territory.
Product Knowledge
- Maintains up-to-date product specifications for all items on the CHC line card.
- Provides technical support to the Sales Department.
- Stays informed on new product offerings and changes.
Collaboration
- Assists the Sales Department by clarifying specifications and selecting effective strategies for project bids.
- Works with Quote Developers as needed.
Documentation and Review
- Selects equipment using manufacturer’s sizing software.
- Reviews plans and specifications with the quotation department.
Administrative
- Acts resourcefully and innovatively to solve problems and complete tasks.
- Communicates clearly and concisely with customers and within the organization.
Competencies
- Detail-oriented
- Follow through
- Time Management
- Thoroughness
- Organized
Travel
- Travel is expected for this position
Required and Education Experience
- B.S. in Mechanical Engineering or equivalent technical degree or suitable work experience.
- Working knowledge of Microsoft 365 and SharePoint
Preferred and Education Experience
- Experience with CRM and ERP.
- Experience with inside or outside sales in the hydronic, steam, Airside (HVAC & R) or commercial plumbing industry.
- Extensive knowledge of HVAC & R equipment and applications.
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice that will be reviewed and agreed upon mutual acceptance before implementation.
Salary Range: $100K to $125K DOE
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