•Prepare cost estimates for service work on pumps, motors, panels and VFDs.•Work closely with the sales team on estimates for clients, including follow-up.•Participate in site visits and client meetings to gain a better understanding of project requirements and constraints.

•Responsible for preparing job quotes by reading and analyzing schedules, drawings, and specifications to determine products to be quoted and/or crossed over enabling a positive customer experience..•Manage sales to mechanical contractors, general contractors, and wholesalers via takeoffs from plan & specification drawings.•Strong follow-up on quotations to assist in driving sales and fostering client engagements.

•Developed comprehensive knowledge of and technical experience with all product lines to assist customers in making educated decisions. •Provided sales support to customers, including system design, product selection, sizing, pricing and availability. Design built to order and sizing standard products, including brand crossovers.•Read job schedules to determine products to be quoted and/or crossed over to increase revenue.•Took on a mentorship role to ensure personnel increased their product knowledge, work flows and procedures•Assumed primary responsibility as the main point of contact for outside sales, resulting in increased sales and customer satisfaction.

•Partnered with Account Manager to set up appointments with new and existing clients to provide one-on-one, in-person customer support. •Pursued, developed and maintained relationships with clients regarding sales of HVAC products and accessories.

•Consistently met or exceeded ambitious sales targets through effective client responsiveness and outreach.•Collaborated with outside sales personnel to visit customers and grow new business through active relationship-building skills including setting up appointments with new and existing customers for in-person visits.•Evaluated customer needs and presented appropriate options and pricing structures.

•Regularly met sales quotas and gross profit margin quotas.•Assessed customer needs and provided appropriate technical solutions based upon budget and project requirements.•Worked closely with Account Managers to visit customers and grow new business through active relationship-building skills.

•Managed service desk responsible for attending to customer requests, assisting with technician dispatch, reviewing work orders, writing service proposals and overseeing client billing procedures.•Improved efficiency through development of digitized billing processes and creation of new spreadsheets to effectively organize data, resulting in improved proposal costing processes.