Must Have Skills and Experience

• In-home HVAC sales experience – Proven success managing a pipeline of leads.

• Performance management – Strong track record of matching and exceeding KPIs (conversion rates, average sale, revenue per lead), inspecting results, and driving improvement through data.

• Turnaround capability – Ability to step into an underperforming team, quickly assess gaps, and implement disciplined action plans to stabilize and grow performance.

• Cross-functional alignment – Works effectively with service, install, dispatch, and finance to ensure operational execution supports the sales process.

• Accountability & discipline – Maintains accountability for clear expectations while maintaining a high-performance, professional culture.

Skills and Qualifications

• Sales strategy & forecasting – Ability to manage budgets, and forecast revenue in a fluctuating demand environment.

• Pipeline & lead management – Experience optimizing lead flow, improving conversion at each stage, and maximizing ROI on marketing spend.

• CRM proficiency – Experience with platforms such as ServiceTitan, Salesforce, or similar tools.

• Value-based selling expertise – Strong ability to sell on value, not price, particularly in competitive or price-sensitive markets.

• Local market awareness – Understanding of local competition, pricing dynamics, and marketing channels that influence residential HVAC sales.

• Hands-on player who leads from the front (ride-alongs, call reviews, real-time coaching).

• Brings structure to ambiguity—able to create clarity, consistency, and process where it’s currently lacking.

• Strong financial acumen—understands how sales performance impacts margin, profitability, and overall branch health.

• Skilled at building culture quickly—can stabilize morale while raising the performance bar.