DE, NE MD, Greater Philadelphia territory

Reports to: Owner/President

Compensation: Base Salary + Aggressive commission structure, bonus, full benefits, 401K, etc.

Position Summary

The Commercial/Industrial HVAC Sales/Estimator is responsible for generating profitable revenue through new business development, customer growth, and project sales including preventative maintenance agreements, repair work, and replacement projects. This role requires someone who can prospect, develop scopes from site visits, estimate work, and close business.

This position works closely with ownership, project management, field teams, and other business developers to identify opportunities and deliver strong customer solutions.

Job Responsibilities

Sales & Business Development

Prospect new business through outreach, networking, and door-to-door activity
Build relationships with building owners, property managers, and facility managers
Re-engage inactive customers and expand existing accounts
Manage the full sales cycle: prospect, qualify, estimate, propose, negotiate, and close
Follow up pre and post bid
Conduct planning conversations around upcoming customer needs
Help customers plan CapEx replacements and OpEx maintenance budgets
Maintain a structured territory and sales activity plan

Estimating & Project Development

Conduct site walks and develop scopes without formal drawings when needed
Prepare estimates for repairs, replacements, and PM agreements
Work with project managers and field teams on constructability and delivery approach
Review vendor and subcontractor pricing for accuracy
Assist with budgeting, conceptual estimating, and value engineering
Ensure estimates meet company, safety, and industry standards
Present bids & review with customers

Tracking & Collaboration

Track key metrics including pipeline, revenue, and margin
Work closely with the owner on priorities and key opportunities
Collaborate with other business developers
Partner with field teams to identify additional opportunities
Participate in project handoff meetings

Account Management

Proactively maintain customer relationships
Identify additional work within accounts
Help customers plan maintenance and replacement strategies
Respond to inbound customers’ requests and bring the appropriate team members into help as needed

Field Responsibilities

Walk job sites including rooftops and mechanical rooms
Take measurements and document conditions
Access tight spaces when necessary
Discuss multiple options with customers to develop most efficient installations

Competencies (Skills)

Sales & Professional

Strong prospecting and hunting ability
Negotiation and closing skills
Ability to build and execute a sales plan
Pipeline and activity management discipline
Financial awareness and margin focus
Strong communication and organization
Self-motivated and accountable
Strong time management
Problem solving mindset
Ability to size equipment and offer options

Technical Skills

Understanding of commercial HVAC systems
Ability to scope work from field conditions
Mechanical aptitude
Estimating experience preferred

Physical Requirements

Ability to access rooftops and mechanical spaces
Ability to work in tight spaces
Ability to walk commercial facilities

Prerequisites

Required

3–7 years HVAC, mechanical, or B2B service sales experience preferred
Valid driver's license
Basic technology proficiency (CRM, email, Excel)

Preferred

Commercial/Industrial HVAC experience
Estimating experience
Service agreement sales experience
Local market relationships

Compensation & Benefits

Base Salary: WIDE OPEN
Commission:
% of gross margin on projects
% of first year PM agreements
Performance bonuses possible
On-Target Earnings: UNCAPPED

Benefits

Medical, dental, vision
401(k) with match
PTO and paid holidays
Vehicle allowance or company vehicle
Gas card (if applicable)
Company phone and laptop
Training and development support

Craig Bradford Associates

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