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HVAC Service Sales
HVAC Service Sales-August 2024
Lafayette
Aug 26, 2025
About HVAC Service Sales

  Description

  Bernhard’s core mission is delivering innovative engineering, construction, and energy solutions that empower our clients and promote a sustainable future. Bernhard is comprised of four divisions: Mechanical, Electrical, Engineering and Development, each with a distinct identity and service offerings. The intersection of our capabilities enables Bernhard to provide turnkey Energy-as-a-Service (“EaaS”) solutions to our clients. At the same time, our divisions continue working in the market sectors and communities that the Company has traditionally served. Bernhard’s vision is to be the leading EaaS provider in North America through delivery of excellent, high value service and innovative solutions for our clients.

  Purpose and Essential Duties

  The Service Sales Representative I is responsible for determining customer needs, develop solutions and, estimate work and sell HVAC service agreements for commercial clients. They are meeting sales objectives, developing customer relationships and creating a backlog of work to support short and long term goals

  Specific responsibilities include:

  Sources and contacts potential clients weekly, documents and reports on findings accurately, thoroughly and timely.

  Updates proposal log regularly.

  Works with other team members to generate more work for Services, creates higher profit-margins and maintains margins for both maintenance and proposed work.

  Completes customer satisfaction sheets.

  Determines customer needs, estimates work, suggests upgrades, and develops/presents solutions based on the company's services offered.

  Monitors, reports and meets sales plan goals.

  Develops and maintains an active proposal backlog that will support achieving the designed sales plan.

  Develops long-term relationships to create brand loyalty.

  Thoroughly learns the company's service offerings to explain to client and persuade sales.

  Develops long-term relationships to create brand loyalty.

  Assists team in creating and carrying out a successful sales strategy.

  This position is Full-Time, Exempt, and reports to the Business Unit Manager.

  Required Education, Experience, and Qualifications

  Must have five (5) years’ experience in HVAC, Mechanical or related sales, selling owner-direct projects and maintenance agreements.

  Must have working knowledge of Microsoft Word, Excel, and PowerPoint.

  Must be organized and self-motivated with the ability to source leads, make cold calls, follow up calls, and visit potential clients.

  Professional manner and appearance.

  Effective verbal and written communication skills.

  Detail-oriented and willing to tackle various ongoing projects in a fast-paced environment.

  Versed in the industry and the Company’s competitors.

  Ability to multitask and perform duties outside of the scope of work when necessary.

  Preferred Education, Experience, and Qualifications

  Bachelor degree in a technical or business discipline preferred or a minimum of 5 years’ experience with a proven track record in HVAC, Mechanical or related sales.Travel Requirements

  15% of time will be spent traveling to job site(s)/office location.Physical/Work Environment Requirements

  Prolonged periods of sitting at a desk and working on a computer.

  Ascending and descending ladders, stairs, scaffolding, ramps, and/or poles.

  Climbing stairs.

  Moving self in different positions to accomplish tasks in various environments including tight and confined spaces.

  We are proud to be an Equal Opportunity Employer of Minorities, Women, Protected Veterans, and Individuals with Disabilities, and participate in the e-Verify program. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other classification protected by law.

  To staffing/placement agencies: We are not responsible for any fee related to unsolicited resumes from 3rd party staffing and placement agencies (whether submitted through this website or sent directly to an employee of Bernhard LLC or its operating companies) unless a written agreement is in place between the agency and Bernhard, LLC (“Company”) and an authorized Company representative makes a written request to the agency to assist with a requisition. Similarly, no fee will be paid for candidates who apply and claim to be represented by an agency. Any unsolicited resumes, CVs, or other candidate information submitted by an agency will become the property of the Company, and no fee will be paid in the event such candidate is hired.

  If you are an agency and would like to be considered for partnership with Bernhard, LLC please send your company’s information to [email protected].

  Don’t meet every single requirement? Studies have shown that diverse candidates are less likely to apply to jobs unless they meet every single qualification. At Bernhard, we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

  Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

  The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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