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Commercial Sales Consultant

Company: Service Experts
Location: San Antonio
Posted on: March 19, 2023

Job Description:


The Commercial Sales Consultant is an outside sales position responsible for developing Engineering Excellence commercial sales and services to increase revenue, through customer presentations and lead generation. - Builds long-term relationships with commercial customers in order to grow the customer base and retain customers. - The sales consultant should be highly ambitious, results oriented, and self-motivated


  • Bachelor's degree or equivalent experience.
  • Proven sales experience with emphasis on business-to business selling, "cold-calling" and generating sales from personal networking and lead generation.
  • Knowledge of commercial service sales concepts, practices, and procedures.
  • Excellent communication skills and strong relationship-management and coaching skills.
  • Ability to build long-term relationships with customers.
  • Ability to work cooperatively with technical, administrative, and support staff.
  • Solid skills working with Microsoft Office, contact management software, and databases
  • Good organizational skills and ability to manage multiple priorities simultaneously
  • Knowledge of the commercial HVAC industry preferred
  • Self-starter with a desire to learn and to grow the business.
  • Demonstrated commitment to the delivery of customer-focused service.
  • Must be able to work independently and exercise judgment and discretion within authorized limits.
  • Excellent written, verbal communication and organizational skills.
  • Basic knowledge of the fundamentals of the operational functionality of commercial heating, air conditioning, and ventilation equipment as well as related accessories.
  • Knowledge of basic mathematics (addition, subtraction, multiplication, and division)
  • Understanding of basic business accounting to understand job costing, profit margin, and cost of sales.
  • Ability to stand, to walk, and to climb stairs and ladders to access HVAC equipment which is often on a rooftop of the commercial building. Ability to read product data and to take measurements.
  • Valid driver's license with acceptable driving record.
  • Bachelor's degree or experience


    • Generates preventative maintenance, commercial replacement, retrofit, and service-contract sales through various customer prospecting techniques such as cold calling, customer referrals, personal networking, and customer contact.
    • Demonstrates professionalism, diplomacy, and tact to uphold company's community reputation. Represents the company professionally, honestly, and ethically in all business matters and concerns
    • Consults with commercial customer on HVAC and indoor-air quality needs, delivers sales presentation utilizing company-established sales process, and closes sale to provide the customer with the best solution for the customer's budget. Suggest additional and/or alternative products or service to meet customer needs.
    • Utilizes relevant systems and information, prepares the proposal for the commercial customer. Explains technical information to the customer in an easy-to-understand language.
    • Utilizes Engineering Excellence marketing data & tools to maximize sales effectiveness.
    • Prepares and/or completes all required documentation and obtains customer's signature.
    • Actively manages and maintains relationships with strategic commercial customers and supports the ongoing relationships with these customers.
    • Works with internal staff to ensure that work is scheduled and completed according to company standards and the customer's satisfaction.
    • Updates company systems following defined processes and procedures in order to process paperwork and information for new accounts and maintain records of results from all sales visits.
    • Meets or exceeds set Key Performance Indicators including:
      • Revenue Growth
      • Close Rate
      • Lead Generation
      • Service Agreement sales
      • Effectively communicates with customer to resolve concerns, issues, or complaints in order to assure total customer satisfaction.
      • Comply with all Engineering Excellence safety policies, procedures, and practices.
      • Performs similar/other duties as assigned.Health & Safety Roles & Responsibilities:
        • Reports any unsafe acts, conditions and hazards to direct supervisor/manager immediately.
        • Reports any contravention of legislation or company policy, procedure or program to direct supervisor/manager immediately.
        • Corrects substandard acts or conditions within area of control.
        • Uses and maintains appropriate personal protective equipment (PPE) as prescribed by company program(s) or procedure(s)
        • Never removes or renders ineffective any safety guards, devices, or clothing prescribed to be in place or worn.
        • Complies with the general rules as prescribed by company program(s) procedure(s)
        • Operates devices or equipment as prescribed by company program(s) or procedure(s)
        • Participates in any safety initiatives, teams, or committees.
        • Reports all injuries or incidents as prescribed by company program(s) or procedure(s) immediately.
        • Provides input on developing safety initiatives and plans to eliminate exposures that could cause accidents.
        • Does not perform act that may endanger the safety or well being of others
        • Does not engage in any pranks, contests, or rough boisterous behavior.
        • Works in compliance with applicable legislative requirement

Keywords: Service Experts, San Antonio , Commercial Sales Consultant, Professions , San Antonio, Texas

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