Territory Manager- HVAC

Job Summary 

The Territory Manager is responsible for driving sales growth and market penetration by managing relationships with new and existing assigned customers. Key responsibilities include executing promotional strategies, introducing new products, resolving customer issues, delivering training, and supporting dealer business development. This role emphasizes customer service excellence and effective use of company sales tools and systems. The Territory Manager conducts both in-person and remote customer engagements independently and alongside the Sales Manager and provides ongoing insights on market competition and territory trends. 

Job Duties & Responsibilities 

• Delivers proactive, timely customer service across multiple communication channels 

• Resolves or escalates issues with effective follow-up 

• Collaborates with internal teams to address concerns and strengthen relationships 

• Maintains a solution-focused approach in all interactions  

• Achieves or exceeds revenue goals across total sales, equipment, and new business 

• Builds strong customer relationships and drives account growth within territory 

• Increases sales with existing customers through regular engagement 

• Communicates monthly with accounts on products, promotions, training, and updates 

• Supports vendor objectives and company sales initiatives 

• Conducts cold calls and manages a pipeline aligned with growth targets 

• Closes sales with compelling presentations tailored to the audience 

• Advises customers on sales strategies, pricing, and financing to support business growth 

• Maintains organized and timely completion of administrative tasks 

• Submits accurate mileage and expense reports promptly 

• Keeps dealer email lists current and organized 

• Schedules appointments accurately using the CRM system 

• Promotes marketing initiatives including promotions, flyers, specials, and training 

• Maintains knowledge of vendor marketing programs and support offerings 

• Assists with planning and execution of annual Dealer Meetings 

• Conducts pricing studies and distributes dealer pricing and updates 

• Demonstrates in-depth knowledge of company product lines with accuracy and confidence 

• Maintains an organized personal library of sales and technical materials for all product categories 

• Supports collection efforts for outstanding accounts receivable as directed 

• Understands basic accounts receivable processes and can retrieve relevant records in the ERP system 

• Safety-sensitive role requiring constant alertness and safe work practices 

• Attends training and travels as needed 

• Performs other duties as assigned in alignment with evolving organizational needs 

Qualifications 

• High School diploma or GED; some college coursework in Business or related field. 

• 3+ years of experience in HVAC and B2B sales. 

• Proficient in MS Office (Word, Excel, PowerPoint, Outlook) and office technology. 

• Strong aptitude for mathematical operations and numerical analysis. 

Preferred Qualifications 

• High School diploma or GED equivalent and a Bachelor’s degree in Business or a related field. 

• 5+ years of experience in HVAC, sales, and related functions. 

Physical Demands & Work Environment 

This full-time position requires approximately 40 hours per week and involves regular physical and sensory activity, including: 

• Bending, lifting, and carrying materials weighing up to 50 lbs. 

• Prolonged sitting (up to 8 hours), with intermittent standing and walking throughout the shift 

• Continuous use of fingers, hands, and arms for computer and office-related tasks 

• Frequent use of office equipment such as computers, phones, and scanners (up to 8 hours daily) 

• Regular verbal communication via phone and in-person interactions (up to 6 hours daily) 

What We Offer: 

We prioritize your well-being from day one with a comprehensive benefits package that includes: 

• Medical, dental, vision, and prescription coverage effective immediately 

• 401(k) plan with company contributions 

• Life insurance and short- and long-term disability coverage 

• HSA/FSA options and an Employee Assistance Program (EAP) 

• Paid time off, including vacation, holidays, and personal days 

• Weekly pay, employee discounts, and more 

Equal Employment Opportunity & Pre-Employment Requirements