Refrigeration Project Specialist

Bassett Mechanical - Madison, WI

Full-time

Madison, WI

Machinery Manufacturing

About the position

The Refrigeration Project Specialist at Bassett Mechanical is responsible for managing project leads within the Service Department, ensuring timely design, estimation, and sales of refrigeration projects. This role involves developing new customer contacts, maintaining relationships, and providing solutions to meet customer needs while adhering to budget constraints. The position emphasizes technical sales, customer service, and collaboration across divisions to enhance service delivery and customer satisfaction.

Responsibilities

• Identify prospects in assigned market.
• Promptly follow up on leads and referrals.
• Establish customer rapport and identify needs.
• Maintain an active backlog of quotes to assure booking goal is consistently met.
• Plan and efficiently schedule appointments and manage personal time to assure maximum productivity.
• Utilize and maintain CRM tool continuously.
• Qualify prospects, identify project solutions, estimate costs, and make effective sales presentations.
• Aggressively manage quotes and close sales.
• Survey mechanical systems and understand prospect's needs and problems.
• Determine repair, modification and/or replacement requirements to provide solutions.
• Interpret drawings, equipment, and job conditions.
• Interact with all divisions for cross-selling opportunities.
• Add value to customers by proactively looking for ways to save energy and forecast equipment replacement needs.
• Handle maintenance agreement customers and key accounts as assigned.
• Build relationships with current customers through public relations activities.
• Support customer's regulatory compliance needs through personal knowledge and the Bassett PSM department.
• Stay current on mechanical systems, appropriate codes, and industry standards.
• Act as a technical resource in support of service technicians and the sales team.
• Establish relationships with vendors to obtain pricing, delivery, and technical information.
• Establish and follow through on a personal and professional development plan.
• Support and maintain a Lean work environment.
• Perform other duties as assigned.

Requirements

• Good technical knowledge and experience in refrigeration.
• Minimum two-year technical school degree in refrigeration is a plus.
• Strong interest in technical sales.
• Strong communication, organization, and supervisory skills.
• Proven sales/customer relations skills.
• Physical ability to access job sites, including some climbing.
• Ability to multi-task and prioritize as needed.

Benefits

• Competitive compensation package
• Professional growth opportunities
• Family-oriented work environment