Customer Acquisition Specialist for Mechanical Services

1 month ago


Pataskala, Ohio, United States My Business Resource Full time

Crawford Mechanical Services is a reputable provider of HVAC, plumbing, and controls solutions. Our commitment to integrity and honesty has fostered long-lasting relationships with our customers.

**Location:**

Crawford Mechanical Services

We are seeking a skilled Customer Acquisition Specialist to join our team in Pataskala, OH 43062.

**Job Summary:**

This role involves selling HVAC, plumbing, and controls projects to current and prospective customers. Responsibilities include estimating, presenting, and closing new maintenance contracts, as well as managing existing ones. The ideal candidate will have strong sales skills, industry knowledge, and experience with CRM software.

**Key Responsibilities:**

  • Sell service contracts, maintenance agreements, and estimate costs for HVAC and plumbing projects.
  • Follow up on maintenance inquiries, completed projects, and customer leads to build a sales pipeline.
  • Manage existing customer accounts, handle callbacks, and maintain detailed records in Service Titan.
  • Prepare and present estimates to customers and ensure timely communication, including payment arrangements.
  • Coordinate project cost estimates, review account profitability, and adjust contracts when needed.
  • Complete weekly sales reports and engage in professional associations.
  • Seek cross-selling opportunities and assist with direct sales planning.

**Requirements:**

  • 5-10 years of relevant sales experience with a proven track record.
  • Understanding of mechanical systems service (HVAC, Plumbing, etc.).
  • 3+ years of industry experience.
  • Experience in creating sales proposals, quotes, and reviewing contracts.
  • Strong presentation skills and pricing system experience.
  • Proficiency in Microsoft Office, Bluebeam, and Service Titan.
  • Valid driver's license with a clean record.

**What We Offer:**

  • Competitive salary commensurate with experience: $52,000 Base Salary plus Commission.
  • Company Vehicle.
  • Gas Card.
  • Cell phone Reimbursement.
  • Company-provided laptop or tablet.
  • Company-branded business apparel.
  • Medical, dental, vision, and life insurance.
  • 401k.
  • Paid vacation, PTO, and holidays.


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