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Sales Engineer

Hilliard, Ohio

Job Purpose:

Provide engineering technical support to clients and the sales team members. Execute smaller projects and assist with the sales process.

Primary Job Duties:

  • Analyze existing client systems, blueprints, plans, specifications, etc. Prepare cost estimates; propose solutions, and size equipment that meet the client’s needs. System alternatives to include relative construction, operating, and life cycle costs of the alternatives.
  • Develop proposals and support proposal presentations as necessary.
  • Execute project management for smaller jobs. Proactively monitor costs and react to variations quickly; monitor labor reporting system to effectively control productivity; schedules subcontractors; escalate problems to sales engineer.
  • Works collaboratively with purchasing department to procure and coordinate all materials, equipment, rentals, tools and subcontractors to maximize project profitability.
  • Complete billing sheets and forward to accounting to ensure timely contract billings for all jobs.
  • Maintain a liaison with product representatives and local suppliers to stay abreast of product lines, promotions, trends, etc.
  • Conduct timely and complete turnover meetings for larger projects to transfer specifications to those executing projects.
  • Work collaboratively with Sales Representative and Account Executive to qualify sales opportunities and transition from prospect status to client status.
  • Maintaining written and electronic records of sales

Knowledge, Skills and Education Qualifications:

Technical Skills and Education:

  • Generally five years of proven experience with system evaluation, design, estimating, proposal development and project execution.
  • Superior knowledge of commercial and industrial HVAC, plumbing and hydronic systems.
  • Bachelor of Science in Mechanical Engineering preferred

Personal and Organizational Skills Include:

  • Ability to effectively organize and handle multiple complex projects under pressure at one time
  • Excellent verbal and written communication skills
  • Provides the information people need to know to do their jobs and make accurate decisions
  • Establishes and maintains effective relationships with customers and gains their trust and respect; encourages collaboration and is dedicated to meeting the expectations and requirements of internal and external customers; sought out by others for advice and solutions; makes good decisions based upon a mixture of analysis, experience, and judgment
  • Bottom-line oriented
  • Proactively identifies problems; can see underlying or hidden problems and patterns
  • Imposes rigorous standards of excellence upon thinking; formulates clear and precise questions regarding a problem; assesses assumptions, test conclusions against relevant criteria and standards
  • Uses time effectively and efficiently; sets priorities
  • Easy to get along with, pleasant, positive personality

Computer Skills:

  • Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Project)
  • Experience with AutoCAD 2009 or higher



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