Service Sales Specialist

Yates Company, LLC Service Sales Specialist

4738 Whirlwind Dr.

San Antonio, TX 78219

$85,000 annually, plus, depending on experience.

Yates Company, LLC is a trusted mechanical contractor specializing in Building Automation Systems (BAS), HVAC service, and mechanical replacements across Central and South Texas. We partner with school districts, universities, municipalities, and commercial clients to deliver reliable, efficient mechanical solutions. Our reputation is built on quality, integrity, and long-term relationships – values that have helped us grow into one of the region’s most capable and respected mechanical service providers.

Our rapidly growing company is seeking a Service Sales Specialist responsible for generating revenue through the sale of HVAC Service Agreements, Repairs, and Upgrades, with additional responsibility for select BAS retrofit and plumbing opportunities.

The Service Sales Specialist focuses on maintaining client relationships, developing new business, coordinating with the Service Estimator and Service Manager, and ensuring customer satisfaction through accurate and timely proposals. The position plays a key role in sustaining the financial success and growth of the Yates Company HVAC Service Division.

• Identify, qualify, and pursue sales opportunities for service agreements, repairs, upgrades, and retrofits.
• Conduct site visits to gather scope information and verify equipment conditions.
• Maintain an active sales pipeline using company Excel-based tracking sheets.
• Coordinate with the Service Estimator for pricing accuracy and proposal preparation.
• Prepare and review all proposals with the Service Manager prior to submission.
• Follow up on all open opportunities weekly to completion.
• Track awarded projects and ensure smooth transition to the Service Coordinator for scheduling.
• Develop and maintain strong, professional relationships with clients.
• Serve as the customer’s primary contact for service proposal inquiries and project updates.
• Provide timely and professional responses to customer questions or concerns.
• Maintain constant and clear communication with internal and external stakeholders.
• Collaborate with internal team members to balance workload and ensure proposals are prioritized correctly.
• Attend and contribute to weekly Service Department meetings.
• Participate in quarterly sales review meetings to discuss results, challenges, and improvement strategies.
• Maintain a monthly sales forecast, including potential opportunities and projected close dates.
• Develop and issue customer proposals after Service Manager review.
• Recommend pricing strategies and customer-specific discounting.

• High school diploma or GED equivalent.
• Minimum 5 years of commercial HVAC service sales experience (or related technical background).
• Strong understanding of HVAC systems, service contracts, and mechanical retrofits.
• Proficiency in Microsoft Excel, Outlook, and digital proposal preparation.
• Excellent written and verbal communication skills.
• Valid Texas driver’s license and personal vehicle with insurance coverage.

Work is performed in a primarily office environment including frequent remote locations or on-site at project locations. Project locations include work sites in commercial, industrial, institutional buildings, or other construction areas including outdoors environments with constant exposure to noise, dust, fumes, noxious odors, gases, mechanical and electrical hazards, metal shavings, moving objects, sharp edges, and temperature extremes.

• Sitting and using a computer for several hours per day.
• Standing and walking for extended periods of time.
• Close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
• Lifting and / or exerting of force up to 20 pounds occasionally and 10 pounds constantly.
• Frequent climbing steps and in/out/onto vehicles.
• Visual acuity to drive;
  Frequent operating of motor vehicles.
• Hearing capacity to receive, perceive, and react to common construction and road environment noises.
• Manual dexterity to manipulate, handle,…