HVAC Sales Leader

2 weeks ago


Lynnwood, Washington, United States University Mechanical Contractors, Inc (UMC) Full time

Position Title:
Sales Manager

Starting Salary Range:
$113,000
- $155,000
- based on experience

Classification: Exempt
Eligibility: Must be authorized to work in the U.S.
- Sponsorship not available

General Overview:
Oversee a team and processes dedicated to estimating, selling, and executing Service HVAC and/or Plumbing projects. Enhance, streamline, and optimize operations through proficient supervision, sales techniques, effective communication, negotiation, scheduling, tracking, document management, and cost/profitability forecasting.

Key Responsibilities:
1. Evaluate potential customers and projects for qualification or disqualification.
2. Supervise estimating projects, proposal development, and presentations to prospective clients.
3. Ensure all assigned projects meet margin objectives.
4. Attain team sales targets.
5.

Oversee logistical processes, vendor management, and coordination of equipment/material acquisitions to guarantee compliance with specifications, pricing, and delivery timelines.

6. Manage the permitting and inspection processes.
7. Ensure adherence to UMC Safety Program on job sites.
8. Collaborate with the Service Supervisor or Coordinator to schedule daily manpower needs.
9. Coordinate equipment start-up and/or commissioning, ensuring all warranty documentation is completed and submitted as necessary.
10. Facilitate owner training and project acceptance.
11. Oversee the project warranty letter process to clients.
12. Ensure all equipment nomenclature is communicated to the Service Supervisor for Service Agreement preparation on new systems.
13. Regular attendance and punctuality are essential job functions.
14.

Document opportunities, proposals, and customer interactions in CRM with sales and delivery teams.

Secondary Responsibilities:
1. Follow up with clients to ensure satisfaction with completed projects.
2. Participate in company-sponsored events with clients (e.g., dinners, golf outings).
3. Maintain the "Administrative" license for the company to understand the code book.

Skills Required:
  • High level of technical proficiency.

Knowledge Required:
  • Understanding of HVAC functions.
  • Excellent oral and written communication skills.

Organizational Skills:
  • Strong organizational abilities.
  • Team-oriented mindset.
  • Detail-oriented approach.
  • Ability to prioritize tasks effectively.
  • Project coordination and follow-through capabilities.
  • Ability to multitask with a focus on detail.
  • Goal-oriented attitude.
  • Quality-focused mindset (We Build Value).
  • Strong leadership qualities.

Supervisory Responsibilities:
  • Oversee HVAC & Plumbing project sales personnel, operational staff, project managers, and field delivery teams.

Education Requirements:
  • Bachelor's degree or five (5) years of project management experience (or equivalent) with sales experience and sales leadership experience.
  • Language Skills: Proficient in English.
  • College-level written and verbal communication skills.
  • Mathematical Skills: College-level proficiency.
  • Reasoning Skills: College-level reasoning abilities.

Other Certifications:
Maintain a valid Driver's License and a satisfactory driving record.

Equal Opportunity Employer:
UMC is dedicated to fostering a culture of inclusion and connectedness. The diverse backgrounds, experiences, knowledge, and talents of our employees shape who we are as a company and what we stand for. We welcome unique contributions in terms of education, opinions, culture, ethnicity, race, gender identity and expression, age, languages spoken, veteran status, and other characteristics.

EEO Policy:
UMC's equal employment opportunity policy prohibits discrimination based on various factors, including race, color, sex, national origin, religion, disability, and more. This policy applies to all aspects of employment, including recruitment, hiring, promotions, and compensation. Retaliation against employees who report violations of this policy is not tolerated. UMC is committed to taking affirmative steps to promote the employment of minorities, women, persons with disabilities, and covered veterans.

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