HVAC Comfort Advisor (Sales Consultant) Medford, MA

Sales Representative / EstimatorPosition Summary: The Sales Representative / Estimator is responsible for generating revenue by identifying customer needs, preparing accurate project estimates, presenting solutions, and securing project contracts for HVAC, plumbing, or electrical services. This role manages the sales process from initial customer contact through proposal preparation and project handoff while maintaining strong relationships with homeowners, builders, developers, and commercial clients. The Sales Representative / Estimator conducts site evaluations, develops scopes of work, prepares pricing proposals, and collaborates with operations teams to ensure projects are planned accurately and executed successfully. This position also provides project overview support by communicating project expectations, timelines, and scope details to both customers and internal teams. Success in this role requires strong technical knowledge, customer service skills, and the ability to translate customer needs into profitable projects while maintaining the company's standards for quality and professionalism.Benefits: 401(k) matching, competitive salary, dental insurance, health insurance, opportunity for advancement, paid time off, training & development, vision insuranceLocation: Medford, MAEssential Duties and Responsibilities:Respond to inbound customer inquiries and sales leadsGenerate new business opportunities through referrals, builder relationships, and networkingConduct customer consultations to identify project needs and recommend appropriate solutionsDevelop long-term relationships with homeowners, property managers, builders, and contractorsMaintain a professional presence representing the company within the communityFollow up on leads and proposals to secure signed contractsEstimating & Proposal Development:Conduct on-site evaluations to assess customer needs and project requirementsMeasure spaces and assess existing systems and conditionsPrepare accurate project estimates for installations, replacements, and upgradesDevelop detailed scopes of work including materials, labor, equipment, and timeline considerationsEnsure estimates align with company pricing standards and profitability goalsPrepare and present professional proposals to customersExplain technical solutions and pricing clearly to clientsProject Overview & Coordination:Provide initial project overview and scope explanation to customersCommunicate project expectations, timelines, and process to clientsCoordinate project handoff with installation teams and project managersEnsure all job details are accurately entered into company systemsAssist operations with clarifications regarding project scope and specificationsParticipate in project kickoff discussions when necessaryBuilder & Contractor Relationships:Develop and maintain relationships with builders, developers, and contractorsParticipate in bidding opportunities for construction projectsAssist in reviewing plans and specifications for new construction projectsProvide estimates and proposals for mechanical scopes of workMaintain professional communication with construction partners throughout the bidding processCustomer Relationship Management:Maintain regular communication with customers throughout the sales processProvide updates regarding proposal status and project schedulingAddress customer questions and concerns regarding equipment, pricing, and project scopeEnsure customers understand warranty, service options, and maintenance plansDocumentation & Systems:Maintain accurate records of all estimates, proposals, and communicationsEnter job information and estimates into CRM or field service systems (e.g., ServiceTitan)Track proposal activity and pipeline opportunitiesMaintain organized records of plans, measurements, and project notesRevenue & Performance Management:Meet or exceed monthly and annual sales targetsMaintain strong close ratios and sales conversion ratesEnsure estimates meet company margin requirementsTrack project opportunities and follow up on pending proposalsCustomer Experience:Deliver a professional, consultative sales experienceEnsure clear communication and transparency with customersMaintain high customer satisfaction throughout the sales and project initiation processRepresent the company's commitment to quality, integrity, and professionalismMinimum Qualifications (Knowledge, Skills, and Abilities):3+ years of estimating and/or sales experience in HVAC and/or plumbing trades.Strong understanding of HVAC and plumbing systems, installation methods, and building codes.Ability to read and interpret blueprints, plans, and technical documents.Excellent communication, negotiation, and customer service skills.Proficiency with estimating software, CRM tools, and Microsoft Office.Valid driver's license and reliable transportation.Physical Demands and Work Environment:Field and office-based role with regular site visits and customer meetings.May require flexible hours to accommodate client schedules.Prolonged screen viewing.Lifting up to 25 pounds.Compensation: $45,000.00 - $60,000.00 per year