Technical Sales Engineer

Job Title: HVAC Sales Executive

Department: Sales & Marketing

Reporting To: Sales Manager / Business Development Manager

Location: Office

Job Purpose

The HVAC Sales Executive is responsible for driving sales of commercial HVAC systems and projects by generating enquiries, preparing techno-commercial proposals, coordinating with internal teams, and managing customer relationships from enquiry stage to order execution and payment collection.

Key Responsibilities

Sales & Business Development

• Identify and develop new business opportunities for commercial HVAC projects including VRF, Chillers, AHUs, Ducting, Ventilation, and related systems.
• Generate enquiries through consultants, builders, contractors, corporates, and end users.
• Achieve assigned monthly and annual sales targets.

Customer Requirement & Quotation Coordination

• Coordinate with customers and consultants to collect detailed technical and commercial requirements for preparation of quotations.
• Prepare and issue sales quotations, budgetary offers, and revised proposals based on client discussions and design inputs.
• Coordinate with the design and engineering team for preparation and sharing of GAD (General Arrangement Drawings) with clients and consultants for approval.
• Address customer clarifications related to scope, specifications, and pricing in coordination with internal teams.

Sales Order & ERP Activities

• Prepare and release sales orders upon order confirmation from customers.
• Create and maintain customer master data in ERP systems as per company procedures.
• Ensure accuracy of commercial terms, scope, pricing, and delivery details in ERP sales orders.

Client & Internal Coordination

• Act as a single point of contact between customers and internal departments such as design, estimation, procurement, production, accounts, and service teams.
• Coordinate with project execution teams for smooth handover of confirmed orders along with complete documentation.

Payment Collection & Accounts Coordination

• Coordinate with the accounts department and customers to ensure timely collection of payments as per agreed credit terms.
• Follow up on outstanding payments and support resolution of billing or documentation issues.

Market Intelligence & Reporting

• Track market trends, competitor activities, and pricing benchmarks in the HVAC industry.
• Prepare and submit periodic sales reports, MIS, forecasts, and pipeline status to management.

Post-Sales & Relationship Management

• Support customers during project execution for variations, additional scope, and commercial approvals.
• Ensure customer satisfaction and develop long-term relationships for repeat business and referrals.

Desired Skills & Competencies

• Strong knowledge of commercial HVAC systems and project sales processes.
• Ability to understand HVAC drawings, BOQs, and technical specifications.
• Excellent communication, negotiation, and coordination skills.
• Hands-on experience with ERP systems and CRM tools.
• Proficiency in MS Office, especially Excel and PowerPoint.