Vertiv Co
Position Overview
The Regional Sales Manager (RSM) serves as a strategic, client-facing leader responsible for managing key relationships, guiding clients through complex flushing requirements, and ensuring PurgeRite is positioned as their trusted advisor. This role owns the entire pre-contract lifecycle—from qualifying new opportunities and aligning scope with engineering and estimation, to steering proposal strategy, coordinating internal and external meetings, and leading disciplined follow-up efforts to secure awards. The RSM maintains pipeline visibility, navigates pricing and contract discussions, and proactively engages the winning mechanical contractor to reinforce PurgeRite’s value and prevent self-performance. By staying informed on industry trends, overseeing new-client onboarding, and handing off fully executed contracts to Project Management, the RSM ensures clients receive a seamless, consistent, and high-quality experience from first contact through project launch.
Key Responsibilities
Strategic Client Relationship Management
Develop and manage strong, long-term relationships with national and strategic clients, serving as their trusted advisor for all PurgeRite services.
Understand client infrastructure, operational challenges, and facility needs to recommend tailored flushing solutions.
Stay informed on industry trends to position PurgeRite as a trusted industry leader.
Technical Solution Alignment
Ensure full scope alignment between client needs, engineering requirements, and the final proposal to guarantee accuracy and client satisfaction.
Pre-Contract Lifecycle Ownership
Own the entire pre-contract process from opportunity intake through contract execution, ensuring a smooth and timely path to award.
Intake and qualify all incoming opportunities to determine scope, feasibility, and strategic priority.
Coordinate internal and external pre-award meetings—including engineering reviews, estimator syncs, client calls, and technical walkthroughs to keep the sales process progressing efficiently.
Serve as the primary client-facing contact during the bidding phase by communicating updates, clarifying inclusions and exclusions, answering questions, and maintaining a responsive, professional experience.
Proposal & Bid Management
Oversee proposal strategy and delivery by working closely with Estimators to ensure each proposal reflects the latest construction schedule, design drawings, scope adjustments, and client feedback prior to submission.
Award Pursuit & Competitive Positioning
Conduct consistent post-proposal follow-up to determine award status, gather competitive intelligence, confirm decision timelines, and maintain clear visibility into the pipeline.
Pursue the winning mechanical contractor to secure the PurgeRite award by reinforcing PurgeRite’s value and preventing self-performed flushing work.
Pipeline Management & Reporting
Maintain accurate forecasts, pipeline updates, and reporting on account performance using CRM tools to support departmental visibility and leadership decision-making.
Client Onboarding & Project Handoff
Partner with Operations and PM Teams to ensure seamless project delivery and a consistent client experience.
Oversee new-client onboarding to establish expectations and set up long‑term success.
Facilitate a complete and accurate handoff to the Project Manager once the contract is executed.
Preferred Qualifications
Bachelor’s degree in Business, Engineering, or related field (or equivalent experience).
5+ years of experience in account management, sales, or business development, preferably in mechanical services, HVAC, or industrial maintenance.
Proven ability to manage large, complex accounts across multiple sites or regions.
Strong communication, negotiation, and presentation skills with the ability to engage both technical and executive stakeholders.
Solid understanding of mechanical systems, hydronic systems, or facility services preferred.
Proficiency with CRM platforms and Microsoft Office Suite.
Travel Expectations
Willingness to travel nationally from to 30–50%.
#J-18808-Ljbffr
Key Responsibilities
Strategic Client Relationship Management
Develop and manage strong, long-term relationships with national and strategic clients, serving as their trusted advisor for all PurgeRite services.
Understand client infrastructure, operational challenges, and facility needs to recommend tailored flushing solutions.
Stay informed on industry trends to position PurgeRite as a trusted industry leader.
Technical Solution Alignment
Ensure full scope alignment between client needs, engineering requirements, and the final proposal to guarantee accuracy and client satisfaction.
Pre-Contract Lifecycle Ownership
Own the entire pre-contract process from opportunity intake through contract execution, ensuring a smooth and timely path to award.
Intake and qualify all incoming opportunities to determine scope, feasibility, and strategic priority.
Coordinate internal and external pre-award meetings—including engineering reviews, estimator syncs, client calls, and technical walkthroughs to keep the sales process progressing efficiently.
Serve as the primary client-facing contact during the bidding phase by communicating updates, clarifying inclusions and exclusions, answering questions, and maintaining a responsive, professional experience.
Proposal & Bid Management
Oversee proposal strategy and delivery by working closely with Estimators to ensure each proposal reflects the latest construction schedule, design drawings, scope adjustments, and client feedback prior to submission.
Award Pursuit & Competitive Positioning
Conduct consistent post-proposal follow-up to determine award status, gather competitive intelligence, confirm decision timelines, and maintain clear visibility into the pipeline.
Pursue the winning mechanical contractor to secure the PurgeRite award by reinforcing PurgeRite’s value and preventing self-performed flushing work.
Pipeline Management & Reporting
Maintain accurate forecasts, pipeline updates, and reporting on account performance using CRM tools to support departmental visibility and leadership decision-making.
Client Onboarding & Project Handoff
Partner with Operations and PM Teams to ensure seamless project delivery and a consistent client experience.
Oversee new-client onboarding to establish expectations and set up long‑term success.
Facilitate a complete and accurate handoff to the Project Manager once the contract is executed.
Preferred Qualifications
Bachelor’s degree in Business, Engineering, or related field (or equivalent experience).
5+ years of experience in account management, sales, or business development, preferably in mechanical services, HVAC, or industrial maintenance.
Proven ability to manage large, complex accounts across multiple sites or regions.
Strong communication, negotiation, and presentation skills with the ability to engage both technical and executive stakeholders.
Solid understanding of mechanical systems, hydronic systems, or facility services preferred.
Proficiency with CRM platforms and Microsoft Office Suite.
Travel Expectations
Willingness to travel nationally from to 30–50%.
#J-18808-Ljbffr