Business Development Representative

CHC Hydronics is seeking an onsite Business Development Representative in Rocklin, California to build relationships with engineers, design/build contractors, and large end users in the mechanical and plumbing sectors. The role focuses on identifying and advancing project opportunities, coordinating with engineers and the service team, and applying CHC products to meet customer needs with support from Salesforce and internal partners. This position emphasizes field engagement, technical know-how, and territory development within HVAC&R and related systems.

Responsibilities

• Regularly visit clients and maintain ongoing communication to advance opportunities.
• Receive an expense account and car allowance as part of the role.
• Arrange customer site visits and Lunch and Learn sessions with factory personnel.
• Support corrective actions in collaboration with the service department.
• Update and create Business Development opportunities in Salesforce.
• Monitor and track the progress of active projects.
• Contribute input to the Salesforce CRM about new projects, engineering offices, and client changes.
• Provide timely project updates to the Business Tracking System.
• Interpret construction bid documents to determine equipment selections and budget pricing quotations using Salesforce.
• Prepare submittal packages and manage follow-up requests.
• Collaborate with the Quotations Department on custom-engineered product quote descriptions.
• Establish strong connections with engineers, end-users, and architects.
• Educate and cultivate business in the HVAC & R sector within the BD Reps territory.
• Keep product specifications up to date for all items on the CHC line card.
• Provide technical support to the Sales Department.
• Stay informed on new product offerings and changes.
• Assist the Sales Department by clarifying specifications and selecting effective bid strategies.
• Collaborate with Quote Developers as needed.
• Select equipment using manufacturer sizing software.
• Review plans and specifications with the quotation department.
• Approach challenges with resourceful and innovative problem-solving to complete tasks.
• Communicate clearly and concisely with customers and internal teams.

Requirements

• B.S. in Mechanical Engineering or an equivalent technical degree or relevant work experience.
• Working knowledge of email, Internet Explorer, Excel, and Word.
• Experience with Salesforce and Financial Force or similar CRM and ERP systems.
• Background in inside or outside sales in the hydronic, steam, HVAC&R, or commercial plumbing industries.
• Extensive knowledge of HVAC & R equipment and applications.

Technologies

• Salesforce
• Financial Force
• Microsoft Excel
• Microsoft Word
• Internet Explorer

Benefits

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Tuition reimbursement
• Vision insurance

Travel

Travel is expected for this position.

Application Questions

• Do you have at least 5 years of commercial sales experience in the hydronic, HVAC, refrigeration or plumbing industry?
• Are you willing to drive to client locations around the Vancouver area approximately 3 days a week?