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Controls Sales Engineer

South Coast Mechanical, LLC Anaheim, California, United States

Construction · 11-50 employees

4 h ago
solutions-engineer Mid (2-5 yrs) Full-time United States
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About the role

The Controls Sales Engineer is responsible for managing sales activities, preparing proposals, and maintaining client relationships for building automation and HVAC systems. They also provide technical support and coaching to on-site technicians during equipment start-up and maintenance.

What they look for

Consultative selling Negotiation Closing skills Proposal writing Salesforce CRM Building automation systems Tridium BACnet Modbus HVAC Electrical engineering Mechanical engineering Estimating Project management Technical troubleshooting

Requirements

Candidates must have a bachelor's degree in Electrical or Mechanical Engineering or equivalent experience, along with at least 3 years in building automation sales or project management. Strong technical knowledge of controls systems, HVAC standards, and proficiency in CRM software are required.

Full description

Description

SOUTH COAST FACILITY SERVICES is a full-service MEP contractor that designs & installs HVAC equipment, delivers Energy Services, and provides process piping & direct digital control systems. Our mission is to provide high quality mechanical, electrical and plumbing solutions through service and retro-fit construction; provide continuous education to our employees; lead the industry with innovation and technology.

JOB SUMMARY:

Responsible for all sales activities in assigned accounts or regions. Manage quality and consistency of product and service delivery. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Present and sell company products and services to current and potential clients, including controls and building automation systems (BAS).
  • Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made.
  • Follow up on new leads and referrals resulting from field activity.
  • Identify sales prospects and contact other accounts as assigned.
  • Prepare presentations, proposals and sales contracts.
  • Develop and maintain sales materials and current product knowledge.
  • Establish and maintain current client and potential client relationships.
  • Prepare paperwork to activate and maintain contract services, including estimates and proposals for controls project and service work.
  • Manage account services through quality checks and other follow-up.
  • Identify and resolve client concerns.
  • Accurately estimate labor and materials for controls projects.
  • Coordinate and communicate with the controls and service departments to meet customer expectations.
  • Assist with collection of outstanding invoices as necessary.
  • Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals.
  • Communicate new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff.
  • Maintain Continued Education in Controls, HVAC and Electrical Industry.
  • Draw on years of hands-on controls technical expertise to support and coach on-site technicians in diagnosing and resolving complex controls, service, or maintenance issues safely, effectively, and on time.
  • Support and coach technicians on site during controls and equipment start-up.
  • Regular attendance and timeliness.
  • Other duties as assigned.

Requirements

ESSENTIAL KNOWLEDGE, SKILLS, ABILITIES, AND COMPETENCIES:

  • Strong consultative selling, negotiation, and closing skills.
  • Excellent presentation, proposal writing, and written and verbal communication skills.
  • Proficiency with Salesforce or other CRM platforms for pipeline, activity, and forecast tracking.
  • Ability to discuss highly technical controls concepts with customers and prospects.
  • Prior experience with Tridium and other controls systems; knowledge of BACnet and Modbus.
  • Work requires significant local travel to current and potential clients. This requires the possession of a valid state driver license.
  • Knowledge of Microsoft Office programs.

EDUCATION, EXPERIENCE AND/OR LICENSES:

  • Bachelor’s degree in Electrical or Mechanical Engineering or a related technical field, or equivalent field experience.
  • 3+ years of experience in building automation controls sales, estimating, or project management.
  • Knowledge of Controls, Electrical and HVAC Mechanical products and services.
  • Familiar with the HVAC industry standards and codes.
  • Prior experience in the installation, maintenance and troubleshooting of a variety of controls and automation equipment and supporting structures.

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