The Opportunity  

The primary objective of this position is to generate revenue and profits for the company under the direction of the Executive Vice President of Sales & Marketing. The company’s reputation is often contingent upon how the salesperson represents him/herself and the company, therefore it is imperative that all interaction supports the mission and values of EEI. The Sales Team works together on strategy, design, proposal generation, and job costing.  The successful candidate will demonstrate abilities and experience with collaborative team-based customer service and team-based processing of technical information. 

Description of Principle Duties:

Assist in developing improvements and perform duties with a consistent approach in areas such as:

• Develop an annual business plan and strategy for each assigned account.
• Maintain relationships with key stakeholders at all levels at each account.
• Meet or exceed individual objectives as set by Sales Team Leader.
• Be an active participant in the Entrepreneurial Operating System (EOS).
• Work with Sales Team to meet or exceed annual Revenue and Profit goals established by EVP of Sales.
• Become an expert on the equipment/systems that we represent and how to feature them to owners.
• Drive flat specifications, allowances, alternates, and Basis-of-Design’s and influence direct purchases.
• Set up special purchasing agreements as applicable.
• Work with the entire sales team to help each other meet business objectives.
• Maintain customer information and activity in CRM.
• Participate in quarterly conversations with Sales Team Leader to review core values, GWC and discuss any issues.
• Driving revenue by proactively selling service and maintenance contracts to equipment owners, building long-term customer relationships and ensuring ongoing support and satisfaction.
• Travel within territory will be required. 50%-75% of the time spent will be out of the office.
• Other roles and responsibilities as assigned.

Definition of Key Owner Account:

Any account that produces a consistent large opportunity pipeline with multiple projects annually that can generate a total gross margin in excess of $250,000.

To maintain an Owner Account, a salesperson must do the following:

• Must establish EEI manufacturers as acceptable on owner master specifications.
• Must manage and participate in all aspects of projects that involve owner account, including but not limited to:
  • Narrative creation assistance (Owner)
  • Design and equipment selection assistance (Engineering Team)
  • Take-off, scope, and quote preparation assistance (Applications Engineering Team)
  • Price setting and scope review assistance (Contractor Team)
  • Follow-up on quote – if direct to owner (Owner)
  • Submittal generation assistance (Applications Engineering Team)
  • Commission Split agreement based on included matrix.
  • Assisting in coordinating shipment, start-up and owner training (Project Management Team)
  • Account reviews with the EVP of Sales will be done as needed to ensure sales are as projected with each key owner account.

Education, Experience and Qualifications: 

• Bachelor’s degree required. Preferably in Technical or Engineering.
• Minimum 5 Years experience as an Account Executive with a focus on Owner Sales.
• Knowledgeable regarding ASHRAE recommendations, HVAC industry, and/or refrigeration.
• Strong mathematics and physics understanding.
• Education and experience with the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule and processes is a plus.

Knowledge/Skill Set:

• Effective interpersonal and customer service skills
• Strong written, verbal and presentational communication skills
• Must have the ability to switch quickly between tasks based on priority and timeline
• Works well within a team dynamic to ensure timely execution of tasks
• High computer proficiency (comfort with word, excel and using an internet browser)
• Critical thinking ability, willingness to learn

Resources Provided

• On-boarding program with one-on-one support from our president and executive leadership team
• Ongoing access to leadership and employees
• Professional development opportunities through seminars, conferences and web-based training

The Opportunity
This is an entry-level role learning all aspects of EEI’s products and systems to estimate and manage projects. As the Project Engineer, this individual will be responsible for coordinating submittals, equipment selection, pricing and ship dates for each project. Must be detail and customer service oriented and have excellent organizational skills. Position requires a high level of oral and written correspondence with the Sales Team, Customers and Manufacturers to ensure timely completion of assigned projects while maintaining customer satisfaction. Must be able to work well with others in a fast-paced & high-volume environment.

Primary focus:
• Create and maintain job files for each project throughout its duration
• Optimize the project through the stages of product selection, specifications, plans, estimates, proposals, value engineering and redesigns
• Manage multiple projects on an ongoing basis
• Communicate with owners, architects, MEP Consultants and General, Mechanical and Electrical Contractors
• Organize project related data for order entry
• Respond to and track IOM & Submittal requests
• Read, understand and interpret building plans & specifications
• Develop and grow relationships with customers, contractors, project engineers and manufacturers
• Determine project requirements, constraints, and sales team responsibilities to meet all of the customer’s system design, installation and maintenance expectations
• Investigate concerns, implement corrective action and communicate with customers and co-workers as necessary to maximize customer satisfaction

Education and work experience:
• Bachelor’s degree in engineering
• Working knowledge of MEP consulting, architecture, design, CAD, general contracting, mechanical contracting, engineering or construction industry a plus
• Ability to prioritize, multi-task, deal with ambiguity and manage high volume projects
• Strong PC skills in Microsoft Office applications including Word, Excel, PowerPoint, and Outlook

Other Skills/Abilities
Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.
Environmental Requirements
Will be required to work in an office environment.

Compensation commensurate with education and experience. Full benefits offered.
**This job description shall remain fluid and will be reviewed on an as needed basis.

Position Overview: 
Performs electrical and mechanical inspection, start-up and maintenance on the equipment. Must be customer service oriented and work well with others. Position requires a high level of correspondence Project Managers, Coordinators and Customers. Candidates must be able to work well with others in a fast-paced & high volume environment.    

Essential Job Functions:
o    Performs electrical and mechanical inspection and maintenance on equipment to ensure peak performance.
o    Perform specific preventative maintenance including belt adjustments, oiling, greasing and cleaning of equipment.
o    Uses experience and technical skills with preventive maintenance and system operations to determine service requirements.
o    Ability to interpret engineering drawings in reference to layout, location and operation of the system(s).
o    Represents the company in a positive manner to other trades, contractors and owners.
o    Advises owner/representative of preventive maintenance inspections performed and corrective actions to be taken. 
o    Suggest additional services that are beneficial to customer.
o    Works in a team-based environment to share information and workload while ensuring customer satisfaction.
o    Submits required paperwork to Service Coordinator in a timely manner.
o    Must work in a safe manner on a daily basis and ensure that all safety measures are taken at all times. 
o    Performs other duties as assigned.

o    Flexibility to work overtime/ weekends, as required.

Requirements:
o    Must have High School Diploma or equivalent. 
o    Moderate PC skills in Microsoft Office and 5 years experience working as a Service Technician in commercial HVAC environment. 
o    Clear Driving Record with current valid license required. 

Other Skills/Abilities
Language Skills 
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. 

Mathematical Skills 
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs. 

Reasoning Ability 
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks. 

Environmental Requirements:
Will be required to work in a field environment, multiple customer sites on a daily basis.

Physical Demands:
While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is continually required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 50 pounds, frequently lift and/or move up to 75 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE:  This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Engineered Equipment, Inc. is an Equal Opportunity Employer