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Job Details

HVAC Project Specialist

Menomonee Falls, WI

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Are you looking for an exciting career opportunity with an experienced, award-winning leader celebrating over 80 years in the mechanical contracting industry? **MEMBERS ONLY**SIGN UP NOW***. provides custom-built mechanical contracting, metals fabricating, and maintenance service solutions to customers throughout the United States and the world.

We are seeking HVAC Project Specialist to become the newest member of our team.

With our We Answer To You™ (WATY) philosophy, we answer to our employees by fostering an environment where people are proud to share ideas, work hard, and provide outstanding solutions for our customers. Our continued growth and success is a direct result of having a reputation known for strong company values. That success comes from the people we employ who are all considered a part of the Bassett “family”.

To insure that project leads that come into the Service Department are designed, estimated and sold in a timely fashion and are completed at or under planned costs. To develop new customer contacts on an ongoing basis.

Position Responsibilities

  • Identify prospects in assigned market. Promptly follow up on leads and referrals. Establish customer rapport and identify needs. Maintain an active backlog of quotes to assure booking goal is consistently met.
  • Plan and efficiently schedule appointments and manage personal time to assure maximum productivity. Continually utilize and maintain CRM tool.
  • Qualify prospects, identify project solutions, estimate costs, make effective sales presentations, and answer questions and objections in a proficient and responsible manner. Aggressively manage quotes and close sales.
  • Survey mechanical systems. Understand prospect’s needs and problems. Determine repair, modification and/or replacement requirements to provide prospects with solutions to problems. Interpret drawings, equipment and job conditions.
  • Interacts with all divisions for cross selling opportunities.
  • Add value to the customers by proactively looking for ways to save energy and forecast equipment replacement needs.
  • Handle key accounts as assigned.
  • Public relations – entertain and build relationships with current customers.
  • Stay current on mechanical systems, appropriate codes and industry standards.
  • Establish relationships with vendors to obtain pricing, delivery and technical information as needed.
  • Establish and follow through on a personal and professional development plan.
  • Support and maintain a safe and Lean work environment.
  • Other duties as assigned/needed.

Summary of Skills, Knowledge and Abilities

  • Good technical knowledge and experience in HVAC
  • Minimum two year technical school degree in HVAC a plus
  • Strong interest in technical sales
  • Previous engineering experience in HVAC preferred but not required
  • Strong communication, organization and supervisory skills
  • Proven sales/customer relations skills
  • Physical ability to access job sites, including some climbing
  • Ability to multi-task and prioritize as needed

Company info

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