BAS Sales Executive

BAS Sales Executive

Job Type: Direct Hire

Pay: $70k - $80k/year

Hours: Monday – Friday 8a – 5p (OT may be required)

Job Summary

We’re looking for a BAS Sales Executive responsible for developing and executing strategic sales plans to promote HVAC control systems and related company software and HVAC solutions.

The BAS Sales Executive focuses on maintaining client relationships, developing new business, coordinating with the Sales Manager and sales team, and ensuring customer satisfaction through accurate and timely proposals.

Responsibilities

Identify, qualify, and pursue sales opportunities for BAS services identifying client needs, propose customized automation solutions, and manage the sales process from initial inquiry to contract completion.

Conduct site visits to gather scope information and verify client needs.

Maintain an active sales pipeline using company Excel-based tracking sheets.

Coordinate with estimator and sales teams for pricing accuracy and proposal preparation.

Prepare and review all proposals with the Sales Manager prior to submission.

Follow up on all open opportunities weekly to completion.

Track awarded projects and ensure smooth transition to the coordinator for scheduling.

Develop and maintain strong, professional relationships with clients.

Serve as the customer’s primary contact for business proposal inquiries and project updates.

Provide timely and professional responses to customer questions or concerns.

Maintain constant and clear communication with internal and external stakeholders.

Collaborate with project management teams to ensure seamless implementation of control systems, from initial design to final deployment.

Attend and contribute to weekly Sales Department meetings.

Participate in quarterly sales review meetings to discuss results, challenges, and improvement strategies.

Maintain a monthly sales forecast, including potential opportunities and projected close dates.

Develop and issue customer proposals after Sales Manager review.

Recommend pricing strategies and customer-specific discounting.

Perform other duties as assigned 

Qualifications

A bachelor’s degree or meaningful industry related sales experience

Minimum 5 years of proven experience in technical sales within a corporate sales environment focused on BAS or commercial HVAC service sales experience (or related technical background).

Demonstrated success in business development within the technology sector, with a focus on HVAC controls or building automation systems.

Strong understanding of BAS and HVAC systems, service contracts, and mechanical retrofits.

Strong technical proficiency in Microsoft Excel, Outlook, and digital proposal preparation.

Excellent written and verbal communication skills.

Valid Texas driver’s license and personal vehicle with insurance coverage.

Working Environment

Work is performed in a primarily office environment including frequent remote locations or on-site at project locations. Project locations include work sites in commercial, industrial, institutional buildings, or other construction areas including outdoors environments with constant exposure to noise, dust, fumes, noxious odors, gases, mechanical and electrical hazards, metal shavings, moving objects, sharp edges, and temperature extremes.

Physical Demands

While performing the duties of this role, the employee is regularly required to move throughout customer, office, and event environments.  Visual acuity to drive; Frequent operations of motor vehicles.

The employee must be able to:

Stand, sit, or walk for extended periods of time

Lift and carry materials weighing up to 50 pounds as needed

Work in indoor and outdoor environments, including event-based settings

View a computer terminal; extensive reading

Climb ladders and navigate through building mechanical rooms

Visual acuity to drive; Frequent operating of motor vehicles

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.