HVAC Job Description Template

HVAC Sales Engineer

We are hiring an HVAC Sales Engineer to grow our commercial equipment and service business. You will manage an assigned territory, develop relationships with commercial clients, and position the right HVAC solutions for their needs — from rooftop unit replacements to full mechanical system retrofits. This role blends technical credibility with consultative selling skills and has a direct impact on company revenue.

Post This Role

Responsibilities

Prospect, qualify, and close HVAC equipment, maintenance agreement, and retrofit sales in an assigned commercial and industrial territory
Perform site surveys, load calculations using Manual N or ACCA commercial methods, and equipment selection for replacement and new construction projects
Write technical proposals and specifications for HVAC systems including equipment schedules, performance data, and sequence of operations summaries
Present solutions to facility managers, mechanical engineers, general contractors, and ownership groups
Develop and maintain relationships with MEP engineers and architects to influence specifications in favor of represented equipment lines
Work with the service and installation teams on project handoffs and customer onboarding
Maintain accurate CRM records of opportunities, activity, and customer contacts
Represent the company at trade shows, industry events, and manufacturer training sessions
Meet or exceed quarterly revenue targets for equipment and service contract sales
Provide monthly territory pipeline forecasts to sales leadership

Requirements

3+ years of HVAC industry experience — either in a technical sales role or transitioning from field work
Ability to read and interpret mechanical plans and specifications
Familiarity with HVAC equipment lines from one or more major manufacturers (Carrier, Trane, Daikin, Mitsubishi, York)
Demonstrated track record of hitting sales targets
EPA Section 608 certification or willingness to obtain
Proficiency with CRM software (Salesforce, HubSpot, or similar)
Strong written and verbal communication — you will write proposals and present them
Valid driver's license and willingness to travel within assigned territory

Preferred Qualifications

NATE certification or manufacturer-specific product certifications
Experience selling VRF/VRV systems, chillers, or energy efficiency retrofits
Background in mechanical engineering or construction management
Existing relationships with commercial facility managers or MEP firms in the territory

Benefits

Base salary plus uncapped commission structure
Company vehicle and fuel card
Full health, dental, and vision insurance
401(k) with match
Manufacturer sales training and product certification support
Phone, laptop, and CRM tools provided
PTO and paid holidays

Ready to use this template? Copy it to your clipboard and customize it for your specific opening.

HVAC Sales Engineer