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Full-time
bachelor degree
Posted 8d ago
~40 hrs/week
Responsibilities
The Business Development Representative is responsible for identifying and qualifying commercial HVAC service opportunities within an assigned territory. They will build relationships with key decision-makers and collaborate with internal teams to transition leads into closed business.
Requirements
Candidates should have 2-5 years of experience in business development or sales, preferably within the HVAC or industrial sector. A bachelor's degree is preferred, along with strong communication skills and a mechanical aptitude for HVAC systems.
Full job description
Description
The HVAC Business Development Representative (BDR) is responsible for driving new business growth by identifying, prospecting, and qualifying commercial HVAC service opportunities within an assigned territory. This role focuses on developing relationships with facility managers, property managers, building owners, engineers, and decision makers to generate qualified leads for preventative maintenance agreements, HVAC service, equipment replacements, energy solutions, and retrofit projects.
The BDR serves as the first point of contact with prospective customers and plays a critical role in expanding Tate Engineering's HVAC service footprint while supporting long-term customer relationships.
Requirements
· Prospect new HVAC customers through cold calling, networking, referrals, site visits, LinkedIn, email campaigns, and industry events.
· Identify and qualify opportunities for Preventative Maintenance Agreements, HVAC Service Contracts, Equipment Replacement Projects, Energy Efficiency Upgrades, and Mechanical Retrofits.
· Schedule introductory meetings and facility assessments for HVAC Account Managers.
· Build relationships with facility managers, operations managers, engineers, property management companies, contractors, and building owners.
· Develop and maintain a robust sales pipeline using the company's CRM.
· Research assigned territories to identify target accounts, new construction, ownership changes, and competitive opportunities.
· Analyze customer HVAC systems and operational needs to uncover service opportunities and long-term partnership potential.
· Collaborate with Service Managers, Estimators, and Operations to transition qualified opportunities into proposals and closed business.
· Promote Tate Engineering's full portfolio of HVAC service capabilities, emphasizing lifecycle support and long-term customer value.
· Maintain an organized calendar of prospect meetings, follow-up activities, and networking events.
· Provide weekly reporting on pipeline activity, appointments, opportunities created, and business development metrics.
· Stay informed of industry trends, competitor activities, emerging HVAC technologies, energy regulations, and market conditions.
· Represent Tate Engineering professionally at trade associations, customer events, and industry conferences.
Performance Expectations
· Qualified appointments scheduled
· New accounts developed
· Preventative maintenance agreements generated
· Sales pipeline value
· Opportunity conversion rates
· Customer retention and relationship development
· SalesForce activity and data accuracy
Personal Characteristics
· Self-motivation
· High energy
· Competitive drive
· Professional presence
· Excellent communication skills
· Relationship-building ability
· Strong organizational skills
· Persistence and resilience
· Goal-oriented mindset
· Accountability
Technical Requirements
· Commercial HVAC service or mechanical sales
· HVAC systems and equipment
· Chillers
· Boilers
· Cooling towers
· Air handling units
· Preventative Maintenance Programs
· Energy efficiency solutions
Education, Knowledge & Skills
· Bachelor's degree preferred or equivalent business development experience.
· 2–5 years of business development, inside sales, or outside sales experience, preferably in HVAC, facilities management, or industrial sales.
· Strong communication and presentation skills.
· Ability to quickly establish credibility with facility professionals and executive decision-makers.
· Strong organizational and time management skills.
· Ability to work independently while collaborating with technical sales teams.
· Mechanical aptitude and willingness to continuously learn HVAC systems and applications.
· Proficiency in Microsoft Office and CRM software.
Celebrating 100 Years with The Right People, The Right Solutions, Right Now!
Industry
Mechanical Or Industrial Engineering
Company size
51-200 employees
Founded
1924
Headquarters
Baltimore, MD
LinkedIn followers
6,473
Tate Engineering is a full service mechanical solutions provider in the Mid-Atlantic region of the U.S. since 1924. We offer service and preventative maintenance for commercial, industrial, institutional, local and federal government, military, power generation, utilities and water sectors in Maryland, Virginia, West Virginia, Pennsylvania, Delaware, New Jersey and District of Columbia.
The company also provides design/build turn-key projects, installation, preventive maintenance, operation, repair, and certified welding. We specialize in boilers, compressed air, HVAC and process filtration systems. Additionally we provide Air, Steam & Energy audits as well as contingency planning and rentals.
Tate Engineering is uniquely qualified to provide the best energy solutions for your facilities.
Offices: 3921 Vero Road, Baltimore, MD 21201, US · 8131 Virginia Pine Ct, Richmond, Virginia 23237, US · 7211 Telegraph Square, Unit A, Lorton, VA 22079, US · 1025 Executive Blvd, Chesapeake, Virginia 23320, US · 1221 E 4th St, Eddystone, Pennsylvania, US
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