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About
Maintained client retention through proactive check-ins, assessing system needs, and recommending reliability enhancements. Project Engineering & Sales:
Designed and sold HVAC solutions, including mechanical/refrigerant retrofits, D.D.C. control systems, and equipment replacements. Estimating & Proposals:
Prepared accurate estimates using enterprise software and delivered compelling service presentations to prospective clients. Reporting & CRM:
Documented all weekly sales, call activity, and project statuses within CRM software. Financial Oversight:
Evaluated assigned account profitability to drive contract renewals and implement rate adjustments. Lead Generation & Cross-Selling:
Pursued internal leads—including those from field technicians—and collaborated with cross-departmental teams to cross-sell services and close deals. Collections:
Communicated with clients to resolve outstanding invoices and negotiate payment plans. Networking:
Represented the company by participating in approved professional associations. Sales Engineer Qualifications Bachelor’s degree (mechanical engineering) from four-year college or university; or five to ten years related experience and/or training; or equivalent combination of education and experience
Languages
- English
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