Plumbing Project Solutions Rep

Kaukauna, Wisconsin, United States | Full-time

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Bassett Mechanical is a 3rd generation family-owned company that provides custom-built industrial refrigeration, HVAC, plumbing, metal fabricating and preventative maintenance service solutions to customers throughout the United States and the world. It is not only a great place to grow and thrive in your career. It is a place to truly belong. As a member of the Bassett Mechanical Team, you'll enjoy a competitive compensation and benefits package and many professional growth opportunities. From the moment you're hired, to the day you retire, you're a part of our Bassett Mechanical Team. 

Position Purpose

Responsible for ensuring service project opportunities are designed, estimated, sold, and managed efficiently from initial lead through project completion, while meeting or exceeding planned cost objectives. Develop and cultivate new customer relationships on an ongoing basis to support continued business growth.

Position Responsibilities

  • Plan and efficiently schedule appointments while effectively managing time to maximize productivity. Continuously utilize and maintain CRM tools and customer data.
  • Promptly follow up on leads and referrals, establish customer rapport, and identify customer needs. Maintain an active backlog of quotes to ensure booking goals are consistently achieved.
  • Conduct surveys of plumbing and mechanical systems to understand customer needs and challenges. Determine repair, modification, and replacement requirements and develop solutions that address customer objectives. Interpret drawings, equipment specifications, and jobsite conditions.
  • Qualify prospects, identify project solutions, estimate costs, deliver effective sales presentations, and professionally address questions and objections. Proactively manage quotes and pursue opportunities to close sales.
  • Provide added value to customers by proactively identifying energy-saving opportunities and anticipating future equipment replacement needs.
  • Manage and support assigned key customer accounts.
  • Develop and maintain strong customer relationships through effective communication, networking, and customer engagement activities.
  • Collaborate with all divisions to identify and pursue cross-selling opportunities.
  • Develop and maintain relationships with vendors to obtain pricing, delivery information, and technical support as needed.
  • Maintain current knowledge of mechanical systems, applicable codes, and industry standards.
  • Establish, maintain, and actively pursue personal and professional development goals.
  • Support and maintain a safe and Lean work environment.
  • Other duties as assigned/needed.

Summary of Skills, Knowledge and Abilities

  • Associate degree in a related technical field or completion of a recognized Plumbing Apprenticeship program. 
  • Minimum of five years of experience within the plumbing and mechanical industry. 
  • Comprehensive knowledge of plumbing and mechanical systems. 
  • Ability to read, interpret, and apply information from blueprints, drawings, and specifications. 
  • Demonstrated aptitude for technical sales and business development. 
  • Proven ability to build and maintain strong customer relationships. 
  • Strong communication, organizational, and interpersonal skills. 
  • Ability to effectively manage multiple priorities, meet deadlines, and adapt to changing business needs. 
  • Proficiency in Microsoft Office applications, including Excel, Word, and Outlook. 
  • Physical capability to safely access and navigate job sites, including climbing and other field activities as required.

Direct Reports

  • None