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Now viewing: Senior Account Executive - Commercial HVAC
CU
Crete United
Senior Account Executive - Commercial HVAC
Job Description
Position OverviewWe are seeking an experienced Senior Account Executive to drive sales of commercial HVAC systems, services and retrofit solutions. This role combines strategic business development, relationship management and technical sales to grow revenue from new and existing commercial accounts. The ideal candidate will have deep HVAC industry knowledge, experience selling service agreements, replacements and refurbishments, and a strong understanding of Local Law 97 and energy reduction opportunities for building owners.
Key ResponsibilitiesIdentify and pursue new commercial HVAC business through prospecting, lead generation and targeted outreach to building owners, property managers and contractors.
Manage a portfolio of accounts, develop long-term relationships and grow recurring revenue through service agreements, preventive maintenance and retrofit projects.
Develop and deliver persuasive presentations and proposals tailored to owner needs, focusing on energy reduction, compliance with Local Law 97 and total cost of ownership.
Lead the full sales cycle from initial qualification and needs assessment through negotiation, contract execution and handoff to operations.
Work closely with engineering, project management and service teams to scope replacements, refurbishments and energy-efficiency upgrades that meet technical and budgetary requirements.
Prepare accurate sales forecasts, maintain CRM records and pipeline reports to meet or exceed monthly and quarterly targets.
Negotiate commercial terms, pricing and contractual agreements while protecting company margin and ensuring customer satisfaction.
Advise customers on incentives, rebates and financing options, and collaborate with third-party partners when required to structure deals.
Participate in RFP/RFQ responses, site surveys and technical reviews; coordinate internal resources to ensure on-time proposals and compliant bids.
Monitor market trends, competitive activity and regulatory changes (including Local Law 97) to identify new service and product opportunities and inform go-to-market strategy.
QualificationsBachelors degree in business, engineering, HVAC technology or equivalent experience preferred.
Minimum 5+ years of commercial HVAC sales or account management experience with a proven track record of meeting and exceeding revenue targets.
Demonstrated experience selling service agreements, system replacements and facility refurbishments in commercial buildings.
Working knowledge of Local Law 97, energy reduction strategies, and experience positioning solutions to support regulatory compliance and operational savings.
Strong prospecting, lead generation and pipeline management skills; comfortable with cold outreach and strategic account planning.
Excellent presentation, proposal writing and negotiation skills with the ability to communicate technical concepts to non-technical stakeholders.
Familiarity with HVAC systems and terminology, and ability to coordinate technical teams and interpret basic engineering proposals.
Proficiency with CRM systems (e.g., Salesforce) and common sales productivity tools.
Self-motivated, organized and able to manage multiple opportunities simultaneously; willingness to travel locally for customer meetings and site visits.
Valid drivers license required; HVAC certifications (EPA Universal, NATE) or relevant industry credentials are a plus.
Key ResponsibilitiesIdentify and pursue new commercial HVAC business through prospecting, lead generation and targeted outreach to building owners, property managers and contractors.
Manage a portfolio of accounts, develop long-term relationships and grow recurring revenue through service agreements, preventive maintenance and retrofit projects.
Develop and deliver persuasive presentations and proposals tailored to owner needs, focusing on energy reduction, compliance with Local Law 97 and total cost of ownership.
Lead the full sales cycle from initial qualification and needs assessment through negotiation, contract execution and handoff to operations.
Work closely with engineering, project management and service teams to scope replacements, refurbishments and energy-efficiency upgrades that meet technical and budgetary requirements.
Prepare accurate sales forecasts, maintain CRM records and pipeline reports to meet or exceed monthly and quarterly targets.
Negotiate commercial terms, pricing and contractual agreements while protecting company margin and ensuring customer satisfaction.
Advise customers on incentives, rebates and financing options, and collaborate with third-party partners when required to structure deals.
Participate in RFP/RFQ responses, site surveys and technical reviews; coordinate internal resources to ensure on-time proposals and compliant bids.
Monitor market trends, competitive activity and regulatory changes (including Local Law 97) to identify new service and product opportunities and inform go-to-market strategy.
QualificationsBachelors degree in business, engineering, HVAC technology or equivalent experience preferred.
Minimum 5+ years of commercial HVAC sales or account management experience with a proven track record of meeting and exceeding revenue targets.
Demonstrated experience selling service agreements, system replacements and facility refurbishments in commercial buildings.
Working knowledge of Local Law 97, energy reduction strategies, and experience positioning solutions to support regulatory compliance and operational savings.
Strong prospecting, lead generation and pipeline management skills; comfortable with cold outreach and strategic account planning.
Excellent presentation, proposal writing and negotiation skills with the ability to communicate technical concepts to non-technical stakeholders.
Familiarity with HVAC systems and terminology, and ability to coordinate technical teams and interpret basic engineering proposals.
Proficiency with CRM systems (e.g., Salesforce) and common sales productivity tools.
Self-motivated, organized and able to manage multiple opportunities simultaneously; willingness to travel locally for customer meetings and site visits.
Valid drivers license required; HVAC certifications (EPA Universal, NATE) or relevant industry credentials are a plus.