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.
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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.