HVAC Sales Engineer

Job Roles and Responsibilities:

• Develop and maintain relationships with customers, contractors, consulting engineers, and facility owners.

• Analyze customer requirements and recommend appropriate HVAC equipment and system solutions.

• Review project specifications, construction drawings, bid documents, and technical requirements.

• Prepare equipment selections, system layouts, quotations, bids, and technical proposals.

• Provide product presentations and technical demonstrations to customers and consulting engineers.

• Support customers with system design, application engineering, and energy efficiency recommendations.

• Prepare accurate proposal and bid packages.

• Coordinate with engineering, operations, and project management teams to support successful project execution.

• Monitor project status from quotation through installation and completion.

• Ensure proposed solutions comply with applicable codes, standards, and customer requirements.

• Serve as the primary technical point of contact for assigned customers.

• Resolve technical and commercial issues in a timely manner.

• Maintain customer information and sales activities in CRM systems.

• Conduct customer visits and follow up on sales opportunities.

• Identify new business opportunities and support revenue growth.

• Monitor industry trends, competitor activity, and market conditions.

• Provide management with feedback regarding customer needs and emerging market opportunities.

• Stay current with HVAC technologies, energy efficiency programs, industry regulations, and applicable standards.

• Manage multiple projects, customer requirements, and deadlines simultaneously.

Qualifications and Certifications:

• Bachelor's degree in Mechanical Engineering, HVAC Engineering, Engineering Technology, or a related technical field preferred.

• Equivalent combination of education and HVAC industry experience may be considered.

• 3 to 7 or more years of experience in HVAC sales, application engineering, mechanical contracting, or a related industry.

• Commercial HVAC experience is required.

• Experience with HVAC controls, chillers, boilers, VRF systems, air handlers, and rooftop units.

• Proven track record of meeting or exceeding sales goals.

• Strong knowledge of HVAC systems, thermodynamics, and mechanical equipment applications.

• Ability to read and interpret construction drawings, specifications, and technical documents.

• Familiarity with HVAC load calculations and equipment selection software.

• Proficiency with Microsoft Office Suite and CRM platforms.

• Strong communication, presentation, negotiation, and relationship-building skills.

• Strong analytical and problem-solving abilities.

• Self-motivated with strong organizational and time-management skills.

• Ability to manage multiple projects and deadlines.

• Active Professional Engineer (PE) license is required..

• LEED accreditation or energy efficiency certification is preferred.

• Experience with design-build projects and consulting engineer relationships is preferred.

• Knowledge of ASHRAE standards and applicable building codes is preferred.

• Ability to travel to customer sites, construction projects, and industry events.

• Ability to walk construction sites and mechanical rooms.

• Ability to occasionally lift equipment samples or marketing materials up to 25 pounds.

Benefits:

• Benefits were not specifically detailed in the provided job description.

• Professional development support was mentioned.

• Compensation includes base salary and potential commission or bonus, but compensation details have been removed.

Protouch Staffing is a trusted staffing partner specializing in connecting skilled professionals with top employers. While we originally focused on healthcare staffing, we’ve expanded into legal and other domains to meet evolving workforce needs across industries.