HVAC Outside Sales Representative

Responsibilities

• Maintain and expand a pipeline of leads for HVAC products
• Collaborate with service, install, dispatch, and finance to optimize sales processes
• Achieve and exceed sales targets by utilizing provided warm leads and managing customer interactions
• Implement strategies for performance improvement in sales and team dynamics
• Conduct training and real-time coaching for team members
• Analyze performance metrics to drive future sales strategies and adjustments

• In-home HVAC sales experience – Proven success managing a pipeline of leads.
• Performance management – Strong track record of matching and exceeding KPIs (conversion rates, average sale, revenue per lead), inspecting results, and driving improvement through data.
• Turnaround capability – Ability to step into an underperforming team, quickly assess gaps, and implement disciplined action plans to stabilize and grow performance.
• Cross-functional alignment – Works effectively with service, install, dispatch, and finance to ensure operational execution supports the sales process.
• Accountability & discipline – Maintains accountability for clear expectations while maintaining a high-performance, professional culture.
• Sales strategy & forecasting – Ability to manage budgets, and forecast revenue in a fluctuating demand environment.
• Pipeline & lead management – Experience optimizing lead flow, improving conversion at each stage, and maximizing ROI on marketing spend.
• CRM proficiency – Experience with platforms such as Service Titan, Salesforce, or similar tools.
• Value-based selling expertise – Strong ability to sell on value, not price, particularly in competitive or price-sensitive markets.
• Local market awareness – Understanding of local competition, pricing dynamics, and marketing channels that influence residential HVAC sales.
• Hands‑on player who leads from the front (ride‑alongs, call reviews, real‑time coaching).
• Brings structure to ambiguity—able to create clarity, consistency, and process where it’s currently lacking.
• Strong financial acumen—understands how sales performance impacts margin, profitability, and overall branch health.
• Skilled at building culture quickly—can stabilize morale while raising the performance bar.

• HVAC sales experience
• performance management
• sales strategy
• forecasting
• pipeline management
• lead management
• value-based selling
• financial acumen
• data analysis
• KPI tracking

• collaboration
• accountability
• discipline
• turnaround capability
• cross-functional alignment
• coaching
• culture building
• adaptability
• leadership
• communication