HVAC - Residential Sales (CSR)

Overview

We are seeking a motivated and customer-oriented HVAC - Residential Sales (CSR) professional to join our dynamic team in Millis, MA. If you have a passion for helping homeowners improve their comfort and energy efficiency, this is the perfect opportunity for you! In this role, you will be the face of our company, providing exceptional service and support to our valued customers while promoting our HVAC solutions.

Responsibilities

• Engage with customers to understand their HVAC needs and provide tailored solutions.
• Conduct in-home consultations and assessments to recommend appropriate HVAC systems.
• Prepare and present detailed proposals and quotes to clients.
• Follow up with leads and maintain relationships to ensure customer satisfaction.
• Collaborate with the installation team and service department to ensure seamless service delivery.
• Stay updated on industry trends, products, and technologies to provide informed recommendations.
• Assist in managing customer inquiries and resolving any issues promptly.
• Prepare documents for MA Save Rebates, Financing, Permit Applications upon successful sale of work quoted.
• Process all equipment, materials, and subcontractor purchase orders.

Qualifications

• High school diploma or equivalent; relevant certifications are a plus.
• Previous experience in HVAC sales or customer service preferred.
• Strong communication and interpersonal skills.
• Ability to build rapport with customers and understand their needs.
• Proficient in using CRM software and Microsoft Office Suite.
• Self-motivated with a results-driven approach.
• Valid driver's license and reliable transportation.

Machines & technologies you'll use:

• HVAC Systems