HVAC Sales Executive

Overview

Generate new HVAC business, consult clients, create proposals, and meet sales targets.

Key Responsibilities

• team collaboration
• sales targets
• tech knowledge
• client management
• site assessment
• proposal development

Tasks

-Collaborate Across Teams Partner with internal teams—including technicians, project managers, and estimators—to ensure accurate scoping, pricing, and execution of projects. Provide feedback and insights to improve service delivery and customer satisfaction. -Achieve and Exceed Sales Goals Meet or surpass monthly and quarterly sales targets through strategic planning, effective communication, and a customer-first approach. -Stay Informed and Ahead Keep up with the latest HVAC technologies, industry trends, and competitor offerings. Continuously improve your product knowledge and sales techniques to stay competitive and relevant. -Build Lasting Relationships Serve as the primary point of contact for your clients, ensuring their needs are met before, during, and after the sale. Foster long-term relationships that lead to repeat business, referrals, and strong brand loyalty. -Consult and Recommend Solutions Conduct on-site assessments and consultations to understand client needs, building conditions, and budget constraints. Recommend HVAC systems and services that align with both technical requirements and customer goals. -Create and Present Proposals Develop detailed proposals, estimates, and contracts that clearly outline scope, pricing, and timelines. Present solutions in a professional and persuasive manner, addressing client concerns and highlighting value. -Identify and Pursue Opportunities Proactively generate new business through cold calling, networking events, referrals, and strategic outreach. Maintain a strong pipeline of qualified leads and follow up consistently to convert prospects into loyal customers.

Requirements

• crm
• salesforce
• hubspot
• hvac sales
• 2 years
• driver's license

What You Bring

-Proficiency in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite. -Excellent communication, negotiation, and interpersonal skills—you know how to listen, advise, and close deals. -Minimum of 2 years of experience in HVAC sales or a related technical sales field. -A valid driver’s license and reliable transportation for site visits and client meetings. -Strong understanding of HVAC systems, components, installation processes, and service offerings. -Ability to work independently while collaborating effectively with internal teams.

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Benefits

-Competitive base salary, robust commission structure plus performance bonus -Ongoing training and professional development opportunities -Health, dental, and vision insurance -Paid time off and holidays

About Kelso Industries

-Begun with historic brands like Koch Mechanical and Wallace Electric, the company has grown through strategic acquisitions to become a powerhouse across the U.S. -Builds and maintains HVACR, plumbing, piping, electrical, and automation systems for industrial, commercial, and institutional facilities. -Projects range from heavy industrial HVAC systems and process piping installations to electrical infrastructure and sophisticated building automation. -Modular, prefabricated solutions and rapid-response maintenance crews make it a go-to for complex retrofit and emergency-service jobs. -Maintains the heritage brands of acquired firms, preserving local identities while stamping them with a nationwide MEP+ powerhouse identity.

Sector Specialisms