Sales Engineer – Air Conditioning

Scope of Work (SOW)
Position Title: Sales Engineer – Air Conditioning
Department: Sales & Business Development
Location: [Insert Location]
Reporting To: Sales Manager / General Manager
Date: [Insert Date]
1. Objective
To support the company’s sales growth by identifying customer needs, proposing suitable HVAC solutions, and ensuring technical and commercial alignment with client requirements. The Sales Engineer will act as a bridge between the technical team and the customer, ensuring satisfaction and long-term relationships.
2. Key Responsibilities
• Sales & Business Development
• Identify and pursue new business opportunities in the HVAC sector.
• Develop and maintain relationships with consultants, contractors, and end-users.
• Prepare and deliver technical presentations to explain products or services to clients.
• Technical Support
• Understand customer requirements and provide HVAC solutions accordingly.
• Conduct site visits and technical assessments.
• Coordinate with the design and engineering teams to prepare proposals and quotations.
• Proposal & Quotation Management
• Prepare detailed technical and commercial proposals.
• Negotiate contracts and close sales in alignment with company policies.
• Project Coordination
• Follow up on project execution and ensure customer satisfaction.
• Provide after-sales support and resolve any technical issues.
• Market Intelligence
• Monitor market trends, competitor activities, and customer feedback.
• Provide regular reports and forecasts to management.
3. Deliverables
• Monthly sales reports and forecasts.
• Customer visit logs and CRM updates.
• Technical proposals and quotations.
• Project follow-up and closure reports.
4. Qualifications & Skills
• Bachelor’s degree in Mechanical Engineering or related field.
• Minimum [X] years of experience in HVAC sales or engineering.
• Strong knowledge of air-conditioning systems and components.
• Excellent communication, negotiation, and presentation skills.
• Proficiency in AutoCAD, MS Office, and HVAC design software is a plus.
5. Performance Metrics
• Sales targets achievement.
• Customer satisfaction and retention.
• Proposal-to-order conversion rate.
• Timely and accurate reporting.