Sales Engineer

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist the sales team by providing technical expertise in product demonstrations, customer presentations, and technical proposals.
• Understand customer requirements and recommend appropriate solutions by offering detailed product specifications, capabilities, and potential use cases.
• Deliver technical presentations and product demonstrations to customers, explaining the value and benefits of the solution.
• Collaborate with sales teams to create customized proposals, quotes, and contract documents that meet customer needs.
• Develop and maintain strong relationships with customers, addressing technical questions and providing ongoing support.
• Help tailor products to meet customer-specific needs and demonstrate the integration of products into their existing systems.
• Train customers on the use of products, solutions, and troubleshooting as necessary.
• Provide valuable feedback from customers to the engineering and product development teams to influence future product offerings.
• Assist with post-sales support by helping customers with installation, troubleshooting, and ensuring customer satisfaction.
• Embodies the CoolSys CARES culture (Collaboration, Accountability, Respect, Empowerment, Safety).
• Performs other duties as assigned.

Education / Training

Work Experience / Skills

• 3+ years of HVAC sales engineering, estimating, or commercial project experience—especially with load calculations, duct, piping, or controls systems.
• Deep understanding of HVAC system design, load calculations (e.g., Manual J/D), and interpreting mechanical drawings.
• Proficiency with HVAC selection/design software (e.g., AutoCAD, Carrier HAP) and Microsoft Office/CRM platforms.
• Strong aptitude for consultative selling, proposal generation, negotiation, and closing deals.
• Clear communicator, both written and verbal, capable of engaging technical and non-technical stakeholders.
• Self-motivated, organized, detail‑oriented, and able to manage multiple concurrent projects .
• Willingness to travel (often 20–70%) for client meetings, site assessments, and events .
• Valid driver’s license .
• HVAC or controls certifications (NATE, LEED, etc.) a plus .
• Familiarity with industry standards, codes, and energy efficiency programs.
• Ability to understand and follow all company policies and procedures and all applicable State and Federal laws.
• Ability to use typical business tools including E-Mail, Word, Excel, etc.
• Today, there are 27 different companies that make up the CoolSys family of brands . Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth!
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• CoolSys is an EEO/AA Employer. All qualified individuals - Including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics are encouraged to apply.
• Pre-employment background screening (criminal and MVR for driving positions) and drug testing are required for all positions. CoolSys will consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance.