ESSENTIAL DUTIES AND RESPONSIBILITIES may include any/all of the following:
Identify and develop new business opportunities through cold calling, networking, door-to-door visits, email campaigns, and lead generation platforms.
Schedule and conduct on-site customer meetings to evaluate and promote maintenance service agreements.
Prepare and deliver professional sales proposals, quotes, and presentations tailored to customer needs.
Follow up on leads generated by marketing and service departments.
Manage a sales pipeline and maintain regular contact with prospects to close deals.
Consistently meet or exceed monthly, quarterly, and annual sales quotas.
Achieve specific performance metrics and KPIs such as:
Number of cold calls per day/week
Number of new service agreements closed
Revenue generated from maintenance contracts
Customer retention and renewal rate for existing agreements
Collaborate with marketing to refine targeting strategies and generate leads.
Maintain up-to-date records in the CRM system (e.g., Salesforce) including activity tracking, contact notes, and proposal statuses.
Submit regular sales reports, forecasts, and performance updates to management.
Stay informed about industry trends, equipment technologies, energy efficiency programs, and competitor offerings.
Develop a strong understanding of the company's maintenance plans, equipment types, and service capabilities.
Follow all company policies and procedures including pricing guidelines, ethical sales practices, and safety standards.
Represent the company professionally in all customer and community interactions.
EDUCATION AND EXPERIENCE
At least 3 years of experience in B2B sales
Knowledge of sales and marketing techniques and principles.
Strong interpersonal and public relations skills.
Knowledge of administrative and clerical procedures and systems such as word processing systems, filing and records management systems, and other office procedures and terminology.
LANGUAGE SKILLS
Ability to read and comprehend instructions, short correspondence, and memos.
Ability to effectively present information in a one-on-one setting to members of management and fellow employees.
Ability to compose professional correspondences
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Bilingual in Spanish is preferred.
QUALIFICATION STANDARDS
Ability to perform essential job functions consistent safely and successfully with ADA, FMLA, and other federal, state, and local standards/requirements.
Ability to meet and maintain all qualitative and/or quantitative productivity standards.
Ability to maintain reasonably regular and punctual attendance consistent with ADA, FMLA and other federal, state, and local standards/requirements.
Compliance with all personnel policies and practices.
Ability to comprehend and carry out safety sensitive duties according to company policies, procedures, and safe work practices.
Ability to perform simple cognitive tasks such as reasoning, planning, multitask, simple mathematics, and Teamwork (able to handle conflict or disagreements appropriately).
