ASSOCIATE BUSINESS DEVELOPMENT REPRESENTATIVE - California Hydronics Corp

Job Summary

Obtains specifications for CHC's product lines, provides follow-up and support to CHC Business Development Reps, works closely with the mechanical and plumbing departments of consulting engineers, design/build contractors, and large end-users as assigned.

Salary Range: $60K to $74K a year as Associate level Business Development Representative.

Essential Functions

BDR Responsibilities & Customer Service

• Visits and calls on clients on a regular basis. A BDR is issued an expense account and is provided with a car allowance.
• Update/Create Business Development Rep Opportunities in SalesForce and Track Project Progress.
• Must have the ability to interpret construction bid documents to generate equipment selections, budget-pricing quotations using Salesforce.
• Create submittal packages or follow-up on submittal requests. Assist in response to submittal comments from contractors or design engineers.
• Develop relationships with Engineers with phone calls, professional activities, and services as provided by CHC.
• Develop strong working relationships with the engineering community, end-users, and Architects.
• Educate and develop our Wet side and Airside (HVAC & R) business in the BD Reps territory.
• Develop strong business relationships with current and new clients and maintain current product specifications for all products on the CHC line card.
• Provide the Sales Department with applicable information and technical support.
• Assist the Sales Department with our engineering clients by clarifying specifications and selecting the best strategy when preparing specifications/bids for projects.
• Assist the Quote Developers as needed with writing for prior approval.
• Select equipment using manufacturer's sizing software, for Business Development Reps and prepare documents required by clients.
• Work with quotation department to review plans and specifications.
• Schedule customer visits and Lunch and Learns with factory personnel with Business Development Reps.
• Work with the service department on corrective actions that require engineers' support.

Administrative

• Act resourcefully and in an innovative way to solve problems and complete tasks.
• Work with the Quotations Department when estimating and preparing custom-engineered product quote descriptions.
• Stay up- to- date on new product offerings and changes to existing products.
• Communicate in a clear, concise manner in verbal or written form with customers and within the organization.
• Provide input to CHC’s Salesforce CRM platform on new projects, new engineering offices, changes in client personnel, and changes in client’s business activity.
• Provide timely updates on project activity to the Business Tracking System.
• Maintain an accurate call report log and activity record.
• Maintain current and accurate files on projects and client contacts on the Salesforce CRM platform.
• Notify the Business Development Regional Manager about new leads.

Technical

• Provide specifications on company represented products.
• Create training materials on the application of CHC’s product lines.
• Conduct training sessions for clients, staff members and interested groups of engineers and contractors.
• Assist in the creation of technical documents for our engineering clients.
• Attend ASHRAE and ASPE meetings and actively participate in their business and social functions.

Competencies

• Detail-oriented
• Follow through
• Time Management
• Thoroughness
• Organized

Travel

• Travel is expected for this position

Required and Education Experience

• B.S. in Mechanical Engineering or equivalent technical degree or suitable work experience.
• Working knowledge of email, Internet Explorer, Excel, and Word.

Preferred and Education Experience

• Experience with Sales Force and Financial Force or similar ERP.
• Experience with inside or outside sales in the hydronic, steam, Airside (HVAC & R) or commercial plumbing industry.
• Extensive knowledge of HVAC & R equipment and applications.