HVAC Sales Engineer Resume Samples

An HVAC Sales Engineer deals with the promotion and selling of heating, ventilation, and air conditioning systems both for commercial and residential set-ups. A well-drafted HVAC Sales Engineer Resume mentions the following core duties and responsibilities – assessing the needs of the client, recommending appropriate HVAC solutions, preparing cost estimates; collaborating with architects and contractors; and staying updated with industry trends and product knowledge. Other associated duties include – designing customized HVAC solutions, preparing and presenting proposals, and negotiating contracts.

Some of the skills that enhance the growth of the candidate include the following – strong communication and negotiation skills, negotiation skills, staying updated with industry trends, and excellent interpersonal skills. The ability to build client relationships is also crucial. A bachelor’s degree in mechanical engineering or a related field is typically required. Technical expertise in HVAC systems and a strong understanding of energy efficiency are also useful. Sales experience in HVAC will be preferred.

HVAC Sales Engineer Resume example

HVAC Sales Engineer Resume

Summary : As an HVAC Sales Engineer, responsible for monitoring and interpreting schematics, technical drawings, and all technical reports, analyzing customer design proposals and specifications, evaluating proposals and suggesting an estimate for the project, and preparing records of all technical documents in terms that could be easily understood by a layman.

Skills : Technical Knowledge, Documentation.

HVAC Sales Engineer Resume Format
Build Free Resume

Description :

  1. Prepared and issued tenders and proposals to customers, and closed orders to achieve the goals and targets assigned by the Company. 
  2. Reviewed team’s documents and sales reports on the project's progress especially if you notice any non-conformity that might affect the negotiation close.
  3. Maintained a positive, supportive, and hospitable attitude, being proactive in liaising, developing relationships, and influencing customers to maintain a long-term service relationship.
  4. Monitored and collected competitors’ activities in the market and reported periodically as directed by the company.
  5. Compiled the production of catalogs for customers, and prepared localized master catalogs and general applications for contractors and consultants where appropriate.
  6. Developed the best sales techniques to achieve sales targets, performed the tasks of marketing and selling HVAC equipment as well, and provided strategies to expand the sales team.
  7. Visited customer site to gather requirements and prepare proposals as per the requirement, conducted site surveys to identify issues and provide solutions of the same.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's degree in Mechanical Engineering


HVAC Sales Engineer Resume

Summary : As an HVAC Sales Engineer, responsible for performing troubleshooting on the product, identifying malfunctions and resolving them through the production team, monitoring processes and determining the application of heat pipes in HVAC systems, and also designing project plans on PowerPoint and presenting them to the facility owners and engineers.

Skills : Sales, Troubleshoot.

HVAC Sales Engineer Resume Model
Build Free Resume

Description :

  1. Provided customers with quotations, and maintained relationships with customers by providing support, information, and guidance.
  2. Organized & executed sales visits to existing (Key Account) customers and with potential (Target Account) customers for new business.
  3. Created and implemented customer action plans for/with top customers (Account Plans), negotiated the terms of an agreement, and closed the sales following the CPS Pricing Policy.
  4. Identified customer volume potential & likely hit rate, and prioritized customers/sales visits accordingly (80/20 rule).
  5. Planned annual orders secured goals and strategies aligned with Department plans and strategies, forecasted accurate sales expectations based upon the period directed by the company, and reported any changes upon known.
  6. Developed and maintained relations with design consultants by teaming with an assigned JCI design engineer.
  7. Specified JCI products in project specifications and design documents while influencing project owners by leveraging relations with the consultants.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor's Degree In HVAC Engineering


HVAC Sales Engineer Resume

Headline : As an HVAC Sales Engineer, responsible for coordinating with customers, forecasted requirements and ensuring good service facilities to the customers, answering all requests made by customers on the products, equipment, and services offered, and also generating new accounts for the organization identifying the potential customers for the organization and scheduled the sales calls accordingly.

Skills : Customer Service, Technical Sales.

HVAC Sales Engineer Resume Model
Build Free Resume

Description :

  1. Effectively maintained and updated contact through the ACT database, and coordinated with the Regional Manager when not available to maintain effective customer coverage.
  2. Supported service by participating in delivering and installing equipment for our customers.
  3. Learned all technical aspects of equipment, function, and appropriate applications, and provided technical service and training to customers relating to the use, operation, and maintenance of equipment.
  4. Assisted the billing department to help secure customer payment for sales, and provided knowledge and consultation in the form of developing HVAC system-related solutions for the customer’s problems, including financial and performance-based considerations.
  5. Consistently ascertained customer needs and current market opportunities, assembled and coordinated acquisition team as needed for customers and projects.
  6. Developed multiple relationships with buying influences in the customer’s organization, including facility managers, project managers, project engineers, and purchasing.
  7. Challenged tasks and responsibilities to accelerate your professional and personal growth,
    experienced in sales and/or marketing, preferably in the HVAC business.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's Degree In HVAC Engineering

HVAC Sales Engineer Resume

Objective : As an HVAC Sales Engineer, responsible for coordinating with the engineers and technical personnel, interpreting the blueprints and preparing an estimate for the project, training the staff maintained by the customer and providing them with all necessary technical information, ensuring that all products, processes, and equipments were in accordance to Federal, State and local laws and regulations.

Skills : Product Knowledge, Communicational Skills.

HVAC Sales Engineer Resume Example
Build Free Resume

Description :

  1. Performed outside sales activities, including travel as required with occasional overnight stays.
  2. Prepared estimates for equipment, materials, projects, and services, and developed proposals for presentation to customers.
  3. Represented Rasmussen Mechanical Services as the preferred mechanical service provider for customers, employees, and business partners.
  4. Developed and maintained ongoing job cost accounting to allow timely reviews of the effectiveness and profitability of all work performed.
  5. Ensured compliance with local, state, and federal legal requirements, and maintained a high level of business ethics.
  6. Led by example through personal compliance with all Company safety policies, procedures, and workplace safety issues in assuring a safe working environment for all.
  7. Verified that all required safety measures were identified and included in estimates and customer proposals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's Degree In Business

HVAC Sales Engineer Resume

Summary : As an HVAC Sales Engineer, responsible for preparing sales engineering reports, summarizing sales information and application trends in the industry, creating and developing an ongoing growth and account management strategy with Key M&E Consultants, Contractors, and Developers, and managing a program of CPD presentations to Specifiers within a given territory.

Skills : Problem-Solving, Negotiation Skills.

HVAC Sales Engineer Resume Sample
Build Free Resume

Description :

  1. Conducted post-sale follow-ups with customers to ensure all sales agreements had been accomplished and customers were satisfied with all aspects of the transaction.
  2. Managed and sustained high levels of customer satisfaction and provided solutions for performance enhancement and proactive resolution of issues to ensure customer expectations were met.
  3. Ensured Company financial standards were maintained, including; but not limited to, profitability, productivity, payment schedules, subcontracts, terms, conditions, and accurate invoicing.
  4. Followed up with internal and external contacts in a timely manner, maintained accurate and timely sales activity information in Company sales management and reporting tools including, but not limited to, Outlook, CRM, and Quote Logs, booking and project management, and turnover documentation.
  5. Recorded sales leads, contacts, referrals, future opportunities, follow-ups, key names, and addresses. 
  6. Maintained an accurate sales pipeline and a high level of pipeline management, and provided accurate periodic sales forecasts as requested.
  7. Increased market penetration within assigned geography and/or vertical market by securing new customers and expanding the scope of products and services purchased by the existing customer base at key, target, managed and maintained owner accounts.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's Degree In HVAC Engineering

HVAC Sales Engineer Resume

Headline : As an HVAC Sales Engineer, responsible for working with other relevant stakeholders (Product Manager, Sales Manager, CPS Technical Support Team) as necessary, providing market and technical feedback to staff in Frimley (Product Managers), assisting where necessary with Product Testing (involvement where necessary in new Product Testing and rollouts), providing good level of customer service, and also willingness to providing good customer service.

Skills : Computer, Project Management.

HVAC Sales Engineer Resume Template
Build Free Resume

Description :

  1. Generated new business opportunities, and participated in trade shows and other marketing events.
  2. Collaborated with other departments to ensure customer requirements are met.
  3. Ensured customer satisfaction with product and service delivery, developed and presented technical proposals, and negotiated and closed sales contracts.
  4. Maintained accurate records of customer interactions, and provided technical support to customers.
  5. Conducted sales acquisition, project coordination (turnover), and account, determined customer needs, and worked closely with customers to determine the most cost-effective and sellable solutions, thereby increasing and sustaining customer loyalty.
  6. Ensured engineering standards of quality, cost, safety, timeliness, and performance are met.
  7. Oversaw the execution of maintenance contracts to ensure profitable contract compliance and on-time contract renewals.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's Degree In HVAC Engineering

HVAC Sales Engineer Resume

Headline : As an HVAC Sales Engineer, responsible for guiding the Companys and Departments Selling plan, influencing the specifications, negotiating and/or bidding and closing jobs for the Companys system, services, and products at optimum profit levels to the Company, and also handling the task of gathering customer requirements and provided best product that will meet the requirements.

Skills : Equipment Maintenance, Product Management.

HVAC Sales Engineer Resume Example
Build Free Resume

Description :

  1. Experienced with original equipment manufacturing standards and guidelines, communicated professionally and effectively with all levels of staff.
  2. Traveled throughout the entire assigned sales region to call on existing and new customers to understand needs and solicit orders.
  3. Prospected, identified, and qualified future customers in person, and over the phone, and arranged scheduled binder presentations to establish new accounts.
  4. Negotiated contracts with customers for the rental and sale of Topp Portable Air products/services and closed the deal.
  5. Developed and exploited new and existing markets to increase revenue, and also cultivated territory by cold calling on targeted customer base and following up on company generated leads.
  6. Reviewed blueprints, plans, and other customer documents to develop and prepare cost estimates.
  7. Tracked bid results and reviewed monthly rentals and sales of equipment to provide feedback as to the overall success and effectiveness of the Regional Manager.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's Degree In Business

HVAC Sales Engineer Resume

Objective : As an HVAC Sales Engineer, responsible for developing proposals, often involving cost-effectiveness or return on investment calculations, for presentation to customers based on preliminary site review and analysis of projects with customers, blueprints, specifications, proposals, and other documents, performing sales-related duties as directed and accurately communicate sales and project execution.

Skills : Planning, HVAC.

HVAC Sales Engineer Resume Template
Build Free Resume

Description :

  1. Maintained and improved sales skills, HVAC systems awareness, and industry knowledge through self-study, product seminars, company-provided training, and self-improvement courses.
  2. Provided marketing support at trade shows, lunch-and-learns, and seminars, developed sales leads, qualified prospects, and made sales calls.
  3. Performed site surveys, estimated, prepared,d and proposed consultative sales solutions to meet the customer's needs. 
  4. Negotiated, estimated, bidded, proposed, and closed contracts at qualified margins, identified and developed business opportunities with new and existing customers by utilizing your product knowledge & applications experience in the HVAC market.
  5. Secured long-term development of the company's business, and ensured quality standards were maintained for both pre-sale and post-sale customer support and order fulfillment.
  6. Called on and built relationships with new and existing customers, contractors, engineering, and architectural firms.
  7. Acted as a liaison between Branch Office staff customers and partners.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's Degree In Business

HVAC Sales Engineer Resume

Summary : As an HVAC Sales Engineer, responsible for maintaining good working relationships with fellow workers, and the general public, maintaining accurate and timely documentation with Department policy, and also maintaining a clean and safe workplace. May require travel to other Health System facilities as required to perform departmental functions.

Skills : Time Management, Product knowledge.

HVAC Sales Engineer Resume Model
Build Free Resume

Description :

  1. Performed a variety of routine tasks associated with the installation, maintenance, and repair of a diverse range of imaging and imaging-related clinical equipment, typically non-life support. 
  2. Performed electrical safety tests on clinical equipment using specialized test equipment, and assisted in the support of a systematic preventive maintenance program. 
  3. Performed incoming inspections and completed documentation on clinical equipment, served as a resource to Duke University Health System employees in the proper operation and maintenance of clinical equipment.
  4. Notified user departments regarding the status of repair requests that have not been completed, and effectively communicated with clinical departments to obtain loaner or replacement equipment as required.
  5. Met individual and team departmental performance standards on a consistent basis, answered phones in a pleasant manner, screened and referred calls as appropriate.
  6. Delivered messages, and provided information to staff, visitors, and patients, upon request.
  7. Maintained a professional appearance and demeanor, and demonstrated initiative and concern for planning, time utilization, and cost containment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor's degree in Mechanical Engineering

HVAC Sales Engineer Resume

Objective : As an HVAC Sales Engineer, responsible for processing and analyzing feasibility assessments and/or all bid documents, reading and interpreting schematics and site drawings with minimal assistance, and also interpreting an extensive variety of technical instructions, and dealing with several abstract and concrete variables, and also resolving the majority of service calls with minimal assistance, and also operating tools/machinery that uses hand and/or foot controls (e.g. drills, saws, electronic test equipment) when servicing medical equipment.

Skills : Interpersonal Skills, Testing.

HVAC Sales Engineer Resume Format
Build Free Resume

Description :

  1. Supported the operation of screening rooms, and built credibility and trust with customers by conducting proactive customer visits.
  2. Adopted, developed, and implemented best practices and sought to mentor others, promoted the policies and procedures of the company and management structure.
  3. Communicated effectively, shared knowledge led a team to achieve assigned goals and objectives, proactively completed assignments, and guided teammates to do the same.
  4. Completed all required Health System training modules within the time allowed by policy, and consistently performed both routine and complex tasks associated with the installation, maintenance, and repair of a diverse range of imaging and imaging-related clinical equipment.
  5. Performed independently in both routine and complex tasks, prioritized work, and initiated new work and tasks.
  6. Consistently worked with end users to clinically troubleshoot a problem and be able to identify solutions for resolution.
  7. Identified and recommended replacement of equipment that is obsolete, has extensive repair history, or has identified safety issues Participated in committees as required.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's Degree In Mechanical Engineering