Service Sales Engineer

General Job Description:

Under the direction of the Regional Sales Manager and Project Manager, this position will be primarily responsible for supporting the service project manager by performing the duties listed below. Successful performers in this position will have the ability to develop, maintain and enhance ongoing relationships were Service Customers. This position is designed to develop Service Sales Engineers/ Service Project Managers.

Essential Duties and Responsibilities:

Prepare customer proposals 

• Includes repairs, unit replacements and maintenance contracts. 
• This will include clearly defining scope, exclusions and general conditions.

Survey job sites and develop job cost estimates

• Visit jobsites or obtain information from field technicians to prepare job cost estimates and alternatives solutions for customer problems.
• Must be able to obtain equipment pricing from appropriate vendors.
• Use the multiple software packages provided by the Company to prepare estimates for a variety of work including sheet metal, piping and equipment/parts replacements.

Prepare ductwork and piping takeoffs

• Estimating job costs and developing scope for proposals requires takeoff skills be developed.
• Must be able to read construction drawings.
• Strong math and analytical skills are required.

Load calculations

• Using third party software, prepare load calculations to determine cooling and heating requirements.

Selling maintenance contracts

• Develop an understanding of the scope for ACCOCare, ACCOGuard and ACCOServe maintenance contracts.
• Review all ACCOGuard and ACCOServe work orders to determine if work performed is covered by the contract or is billable.
• Determine appropriate tasking for a maintenance contract and prepare booking documentation.

Develop and maintain customer relationships

• Prospect for future customers continuously
• Close sales transactions and keep customers happy.
• Make sure customers are aware of all services provided by ACCO.

Communicating with field personnel

• clearly conveying the scope of work for sold jobs to the field.
• Be available to assist the field in problem solving in the middle of jobs
• Participate in pre-job meetings

Business ethics and professional conduct – At all times external and internal customers, vendors and fellow employees must be treated fairly, honestly and with the intent of maintaining a mutually beneficial long-term relationship.

Position Requirements (Skills, Work Experience, Education, etc.):

• Associate's Degree in HVAC
• Minimum of 3 years in the HVAC Service Industry. Must have a mid-level understanding of HVAC and Control Systems.
• Strong interpersonal skills and the ability to relate well with a variety of personality types.
• Good organizational and time management skills are a required in order to handle multiple issues
• Able to participate in customer relations issues and find solutions to solve customer disputes
• Good technical knowledge in HVAC equipment, ductwork and piping.
• Understand the necessity of maximizing the productivity of our technician workforce.
• Good verbal, written, listening and computer skills.
• Must possess and maintain a valid driver's license. 

ACCO Competencies:

• Proactivity / Initiative: Recognizes what needs to be done and accomplishes it in a manner appropriate for one's level/position and with minimal supervision.
• Perseverance: Shows the wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.
• Insight: The ability to gather and make sense of information that suggests new possibilities.
• Engagement: Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people.
• Teamwork: The ability to effectively work toward common goals with others by supporting, encouraging, and sharing information in an authentic and approachable manner.
• Big Picture: Understands and contributes to organizations' short- and long-term business strategy. On a personal level has independently developed a vision for short- and long-term career success.
• Motivation / Dedication: Commits to excellence in pursuing unselfish goals. Initiates action with collective goals, takes responsibility and shows personal humility.
• Technical Curiosity / Willingness to Learn: Interest in seeking out new experiences, knowledge, and candid feed, back; demonstrating an openness to learning and change.
• Problem-Solver: Ability to identify, analyze, and solve a problem in support of personal, group, department, or organizational objectives.

Physical Requirements:

(The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

• While performing the duties of this job, the employee is regularly required to sit, use hands to operate computer keyboard and telephone, talk and hear.
• The employee frequently is required to reach with hands and arms and at times reach above shoulder height to access storage cabinets. The employee is occasionally required to stand, walk, climb or balance and stoop, kneel, crouch, or crawl (for purposes of filling photocopier/printers).
• Specific vision abilities required by this job include close vision and distance vision.
• Possess a range of motion sufficient to look into the interior of air conditioning equipment.
• Climb both fixed and extension ladders, Raise a roof hatch
• The employee must occasionally lift and/or move up to 10 pounds and occasionally lift and/or move up to 30 pounds.
• Regular and routine attendance. Telecommuting is not permitted.
• Drive a motor vehicle, all individuals in this position must possess a valid driver's license and auto liability insurance. 

Hours: 

This is an exempt position. Workdays are scheduled from Monday through Friday. Typically, work hours begin and end between 7:00 am and 5:00 pm as scheduled with the position's supervisor. 

Travel: 

25% of the time to and from the primary office to regional branch offices and customer job sites.

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