HVAC Project Sales Manager

Summary: 

Project Sales Manager will drive project sales and manage relationships with businesses needing HVAC solutions for commercial, industrial, and large-scale projects. The role requires a strong understanding of HVAC systems, technical expertise, and experience in HVAC project management. The Project Sales Manager will engage with decision-makers to deliver tailored solutions and self-generate project opportunities.

Essential Duties and Responsibilities: 

• Develop and execute a strategic sales plan to acquire new B2B clients and expand existing relationships.
• Assess customer needs and recommend appropriate HVAC systems.
• Build and maintain strong relationships with key decision-makers.
• Prepare and present proposals, including cost estimates, timelines, and technical specifications.
• Negotiate pricing, terms, and contracts to close profitable sales.
• Coordinate with vendors, contractors, and internal teams to meet project deadlines.
• Monitor project progress and manage customer expectations.
• Stay updated on HVAC industry trends and competitor offerings.
• Identify opportunities to expand market share in the B2B space.
• Attend industry events to generate leads and network.
• Track sales activity and project progress in CRM software.
• Meet or exceed sales targets and performance metrics.
• Provide feedback to management on market conditions and customer needs.
• Collaborate with operations and marketing teams for successful project delivery and strategy development.
• Identify new business opportunities through prospecting and relationship building.
• Present proposals, bids, and contracts to customers and negotiate terms.
• Always ensure professional representation of the company.
• Follow established sales processes and strategies.
• Utilize cold calling scripts and coach sales reps to effectively book appointments.
• Maintain accurate sales activity records in CRM.
• Respond to customer inquiries promptly and professionally.
• Maintain positive relationships with office personnel.
• Be punctual for all meetings and work-related activities.
• Perform other duties as directed by management.

Experience and Skills:  

• Valid driver's license and clean driving record. 
• High school degree or equivalent
• 10+ years of HVAC experience  
• Proven success in coaching and developing people. 
• Strong understanding of proactive sales funnel management and tracking sales activity. 
• Critical thinker and problem-solver with a growth mindset. 
• Excellent verbal and written communication skills. 
• Proficient in computer skills and use of software platforms, business systems, Microsoft Word, Excel, PowerPoint, Teams, Zoom, and shared cloud-based drives. 
• Self-motivated, confident, independent, and organized. 
• Positive attitude, energy, and enthusiasm to drive sales and company growth. 
• Strong interpersonal skills with the ability to work effectively with clients and team members. 
• Capable of delivering presentations in front of owners and key decision-makers. 
• Ability to multitask and problem-solve efficiently in a fast-paced environment.  

Physical Demands/Work Environment: 

• Sitting for prolonged periods at a desk while using a computer. 
• Typing and using a mouse frequently throughout the workday. 
• Lifting and carrying light office supplies, such as paper or small packages, typically weighing up to 10 pounds. 
• Reaching and bending to access file cabinets and shelves. 
• Using a telephone for extended periods to communicate with customers and employees. 
• Visual acuity to read and interpret documents, emails, and computer screens. 
• Hearing ability to understand and respond to customer inquiries and communicate with colleagues. 
• Ability to traverse uneven surfaces and climb ladders during site visits. 
• Ability to travel within the assigned sales territory as needed, including potential overnight travel.