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Tri-M Group

BAS Sales Account Executive

Sales – Kennett Square, Pennsylvania
Department Sales
Employment Type Regular Full-Time
Minimum Experience Mid-level

Summary Description

Generates and/or follows up sales leads in the building automation systems and / or security marketplace culminating in the successful presentation of a system proposal and receipt of a purchase order.  Acts as customer liaison during installation and pursues system expansion and service work after installation.

 Duties and Responsibilities

 Essential Functions:

  • Assists Sales Manager in implementing marketing plan.
  • Analyzes and evaluates customer and application to pre-qualify sales lead.
  • Conducts site survey to assist in system design and cost estimation.
  • Prepares system cost estimate, savings analysis and sales proposal.
  • Presents sales proposal and conducts system demonstrations.
  • Conducts necessary sales follow up to secure purchase order.
  • Communicates to corporate engineering and installation personnel customer system requirements.
  • Coordinates between customer and corporate personnel specific job information.
  • Conducts sales and informational calls to architectural and engineering community.
  • Follows up system sales for customer satisfaction and potential system expansion or service work.
  • Meets or exceeds annual booking and grossing goals.
  • Actively updates sales progress in current CRM. 

Job Qualifications 

Skills/Educational Requirements:

  • College degree in Mechanical or Electrical Engineering or equivalent experience.
  • Minimum of three years experience in sales and marketing of HVAC industry or building automation systems.
  • Excellent communication and presentation skills.
  • Strong organizational and prioritizing skills.
  • Intermediate level computer literacy including word processing, formatting spreadsheets, processing emails and database management.
  • Ability to work in a fast paced environment and meet deadlines as part of a team.
  • Good attention to detail and self-starter.
  • Proven leadership skills and ability to influence people including the ability to handle difficult situations in a professional, constructive manner.
  • Ability to read and understand construction drawings, specifications and schematics.
  • Must be confident, decisive, self-motivated.
  • Must have reliable transportation.
  • Must maintain a valid driver’s license and good driving record.
  • Ability and willingness to travel regionally on business.

  Physical Requirements:

  • Working a minimum of 40 hours/week.
  • Sitting 6 to 8 hours/day.
  • Lifting weights of 0 to 30 lbs. from floor to above shoulders.
  • Repetitive use of hands for writing, typing, data entry, and filing.
  • Vision adequate for computer use and reading.
  • Hearing adequate for phone use.
  • Standing, climbing, kneeling, reaching, bending, twisting, and walking as needed to perform site surveys to collect data for project design.
  • Balance adequate for climbing ladders, scaffolds, and lifts.
  • Environmental factors include working in:  temperature extremes of 0 F to 100 F up to 8 hours inside or outside; atmospheric exposure to dust, gases, fumes, odors; and poor ventilation in confined spaces.
  • Special hazards include exposure to mechanical, electrical, chemical, and explosive hazards.
  • Personal protective equipment includes use of hard hat, safety glasses, steel-toed shoes, gloves and hearing protection.

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  • Location
    Kennett Square, Pennsylvania
  • Department
  • Employment Type
    Regular Full-Time
  • Minimum Experience
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