Service Agreement Leader

Job Number: 11145

External Description:

As the Carrier Commercial Service – Service Agreement Leader you will be responsible for the growth of the reoccurring revenue account base. This account base is also known as service agreement customers.

This role is a great fit for you excel at building relationships, have outstanding customer service and love working with cross-functional teams. This is the ideal role for those that are adept at assessing and understanding both the immediate and future needs of customers.

HVAC Service Agreement Sales Manager to drive revenue growth for HVAC service agreements by developing sales strategies, leading a sales team, and building client relationships. Key responsibilities include identifying leads, performing needs assessments, creating tailored proposals for service and maintenance, closing deals, and ensuring client satisfaction to foster repeat business. The role requires strong sales skills, knowledge of the HVAC industry, and proficiency with CRM tools to track performance and manage the sales pipeline. 

Job responsibilities:

• Sales Strategy & Execution: Develop and implement strategic sales plans to achieve revenue targets and expand market share for service agreements. 
• Lead Generation: Identify and pursue new sales opportunities by networking, leveraging referrals, and conducting targeted outreach to potential clients. 
• Client Relationship Management: Build and maintain long-term, trusting relationships with clients by understanding their needs and providing exceptional service and follow-up. 
• Needs Assessment & Proposals: Conduct thorough needs assessments to identify client requirements and then customize and present proposals for service and maintenance agreements. 
• Sales & Negotiation: Present solutions, negotiate contract terms, and oversee the sales process from lead generation to closing deals. 
• Industry Knowledge: Stay current with industry trends, competitor offerings, and regulatory changes to provide informed guidance to clients. 
• Performance Tracking: Utilize CRM tools to meticulously track sales activities, manage the sales pipeline, and report on performance metrics. 
• Vision and Strategy: A leader is responsible for setting the vision and strategic direction of the organization. This involves understanding the market, our existing Carrier Customer base, identifying opportunities for growth, and developing long-term plans to achieve organizational goals.
• Team Management: Leaders must build, manage, and motivate a high-performing team. This includes recruiting the right talent, providing training and development opportunities, and fostering a positive and inclusive work environment.
• Decision Making: Carrier Commercial Service has pride in its leaders.  As a Leader, you are often required to make critical decisions that impact the organization. This involves analyzing data, considering various perspectives, and making informed choices that align with the organization's objectives.
• Communication: Effective communication is crucial for a leader. They must be able to clearly articulate the vision, goals, and expectations to their team and other stakeholders. This also includes active listening and providing constructive feedback.
• Problem Solving: Leaders need to be adept at identifying and resolving issues that arise within the organization. This requires strong analytical skills and the ability to think creatively to find solutions.  This may require travel to our regions and have problem solving sessions with both our sellers and our customer base. 
• Performance Management: Monitoring and evaluating the performance of the team and the organization as a whole is a key responsibility. Leaders must set performance metrics, track progress, and implement improvements as needed.
• Financial Oversight: Leaders often have a role in managing the financial health of the organization. This includes budgeting, forecasting, and ensuring that resources are allocated effectively.
• Stakeholder Engagement: Building and maintaining relationships with key stakeholders, including customers, partners, and investors, is essential. Leaders must be able to represent the organization and its interests effectively.
• Adaptability: The ability to adapt to changing circumstances and lead the organization through periods of change is a critical skill for leaders. This involves being open to new ideas and approaches and being resilient in the face of challenges.
• Ethical Leadership: At Carrier, Ethics is mandated.  Leaders must demonstrate integrity and ethical behavior in all their actions. This includes setting a positive example for others and ensuring that the organization operates in a socially responsible manner.

Required Qualifications

• Bachelor’s Degree
• 7+ years of Commercial service sales experience
• 2+ years of people management or sales leadership
• Must be able lift/carry 20 lbs., climb ladders/stairs, be comfortable working on roofs/platforms
• Ability to Travel up to 30% to our Carrier Commercial Service branch locations

Preferred Qualifications

• Sales Expertise: Proven ability to generate leads, build relationships, and consistently meet or exceed sales goals. 
• Industry Knowledge: A strong understanding of HVAC systems, equipment, and the specific needs of commercial and residential clients. 
• Communication: Excellent interpersonal and communication skills for interacting with clients, internal teams, and management. 
• Leadership: Experience in leading and motivating a sales team to achieve performance objectives. 
• Technical Acumen: Ability to understand technical aspects of HVAC systems to effectively assess needs and present solutions. 
• Strong communication skills (written and oral)
• Strong team building and relationship building ability and desire
• Aptitude to understand building mechanical system basics, facility management budgeting processes, sustainability
• Competence in PowerPoint, Excel and Salesforce programs

Job Number: 30213907

Community / Marketing Title: Service Agreement Leader

Location_formattedLocationLong: Florida, US