Raymond Search Group
Job Description
Job Description
Position Overview We are seeking an
HVAC Service Sales Representative
to drive growth and profitability in the
Charlotte market . This role is responsible for
initiating, developing, and maintaining long-term service relationships, uncovering new customer opportunities, and expanding service agreements . The ideal candidate has
sales experience in mechanical services, excellent presentation skills, and the ability to position our team as the trusted partner of choice .
Who We Are We are a leading provider of
commercial and industrial HVAC, building controls, electrical, and plumbing services , serving facilities such as distribution centers, industrial plants, universities, airports, healthcare facilities, self-storage units, and more. With nearly 700 employees across multiple states, we are committed to building durable partnerships with both our customers and employees. We believe when you succeed, we all succeed—which is why we focus equally on
employee growth and customer satisfaction .
Benefits Overview Competitive weekly pay Comprehensive healthcare (medical, dental, vision, free telehealth & more) 401(k) retirement plan with
5% company match Life insurance, short- and long-term disability Paid time off (up to 4 weeks) +
9 paid holidays
(+ Veterans Day for veterans) Career development programs, including industry training and education assistance $2,500 referral bonus Role-specific perks: company vehicle or allowance, mobile phone, uniforms, and work boot & pants allowance
Key Responsibilities Identify, target, and qualify prospective new customers through a disciplined sales process Contact and schedule appointments with prospective customers Build and maintain a referral network to uncover new opportunities Conduct sales calls to identify customer challenges with HVAC, ventilation, and control system operations Propose tailored solutions with a focus on renewable maintenance agreements, sustainability, and digital service offerings Present and finalize proposals, securing customer commitment Conduct customer kick-off meetings, resolve issues, and create pull-through opportunities Maintain and extend service agreements while supporting the collections process Keep management informed of progress and account status using CRM and reporting tools Develop and implement territory marketing plans aligned with business strategy
Accountabilities Ongoing professional development through company-sponsored training to remain at the forefront of industry expertise Deliver elite customer service to ensure we remain the first call for HVAC and refrigeration needs
Qualifications 2–3 years of progressive sales experience Aptitude for technical knowledge with strong attention to detail Excellent presentation skills with the ability to engage both individuals and groups Experience selling service and maintenance agreements Exposure to sales methodologies, standards, and disciplines Knowledge of building HVAC systems
Behavioral & Technical Skills Strong written and verbal communication abilities Solid math skills (rate, ratio, percentage, graphs) Ability to problem-solve and manage multiple tasks effectively Self-motivated with strong organizational skills and attention to detail
Work Environment & Physical Demands Field-based role requiring travel to multiple customer sites daily Regular standing, walking, climbing, kneeling, and crawling Frequent lifting of up to 25 lbs; occasional lifting up to 50 lbs Vision requirements include close, distance, peripheral, depth perception, and ability to adjust focus
Job Description
Position Overview We are seeking an
HVAC Service Sales Representative
to drive growth and profitability in the
Charlotte market . This role is responsible for
initiating, developing, and maintaining long-term service relationships, uncovering new customer opportunities, and expanding service agreements . The ideal candidate has
sales experience in mechanical services, excellent presentation skills, and the ability to position our team as the trusted partner of choice .
Who We Are We are a leading provider of
commercial and industrial HVAC, building controls, electrical, and plumbing services , serving facilities such as distribution centers, industrial plants, universities, airports, healthcare facilities, self-storage units, and more. With nearly 700 employees across multiple states, we are committed to building durable partnerships with both our customers and employees. We believe when you succeed, we all succeed—which is why we focus equally on
employee growth and customer satisfaction .
Benefits Overview Competitive weekly pay Comprehensive healthcare (medical, dental, vision, free telehealth & more) 401(k) retirement plan with
5% company match Life insurance, short- and long-term disability Paid time off (up to 4 weeks) +
9 paid holidays
(+ Veterans Day for veterans) Career development programs, including industry training and education assistance $2,500 referral bonus Role-specific perks: company vehicle or allowance, mobile phone, uniforms, and work boot & pants allowance
Key Responsibilities Identify, target, and qualify prospective new customers through a disciplined sales process Contact and schedule appointments with prospective customers Build and maintain a referral network to uncover new opportunities Conduct sales calls to identify customer challenges with HVAC, ventilation, and control system operations Propose tailored solutions with a focus on renewable maintenance agreements, sustainability, and digital service offerings Present and finalize proposals, securing customer commitment Conduct customer kick-off meetings, resolve issues, and create pull-through opportunities Maintain and extend service agreements while supporting the collections process Keep management informed of progress and account status using CRM and reporting tools Develop and implement territory marketing plans aligned with business strategy
Accountabilities Ongoing professional development through company-sponsored training to remain at the forefront of industry expertise Deliver elite customer service to ensure we remain the first call for HVAC and refrigeration needs
Qualifications 2–3 years of progressive sales experience Aptitude for technical knowledge with strong attention to detail Excellent presentation skills with the ability to engage both individuals and groups Experience selling service and maintenance agreements Exposure to sales methodologies, standards, and disciplines Knowledge of building HVAC systems
Behavioral & Technical Skills Strong written and verbal communication abilities Solid math skills (rate, ratio, percentage, graphs) Ability to problem-solve and manage multiple tasks effectively Self-motivated with strong organizational skills and attention to detail
Work Environment & Physical Demands Field-based role requiring travel to multiple customer sites daily Regular standing, walking, climbing, kneeling, and crawling Frequent lifting of up to 25 lbs; occasional lifting up to 50 lbs Vision requirements include close, distance, peripheral, depth perception, and ability to adjust focus