Technical Sales Engineer



This fast-growing Smart Service and Solutions company is currently seeking a highly capable Sales Engineer to join the team. This person will function as the primary new program contact for customer inquiries, ongoing technical support liaison, and overall sales manager for the program/application. There will be direct interaction with Customers, Sales, and Engineers to determine the design/program requirements of products ensuring bids meet the technical timelines, and pricing targets. Must have excellent communication and presentation skills. This position requires traveling to clients (approximately 25%-30%).


  • Develop proposals, often involving cost-effectiveness or return on investment calculations, for presentation to customers based on preliminary site review and analysis of projects with customers, blueprints, specifications, proposals, and other documents
  • Determine customer need and work closely with customers to determine the most cost-effective and sellable solutions, thereby increasing and sustaining customer loyalty
  • Conduct post-sale follow-ups with customers to ensure all sales agreements have been accomplished and customers are satisfied with all aspects of the transaction
  • Manage and sustain high levels of customer satisfaction. Provide solutions for performance enhancement and proactive resolution of issues to ensure customer expectations are met
  • Ensure Kterio financial standards are maintained, including but not limited to, profitability, productivity, payment schedules, subcontracts, terms, conditions, and accurate invoicing
  • Follow-up with internal and external contacts in a timely manner
  • Maintain accurate and timely sales activity information in KTERIO Sales Management and reporting tools including, but not limited to, Outlook, CRM, and Quote Logs, booking and project management, and turnover documentation. Record sales leads, contacts, referrals, future opportunities, follow-ups, key names, and addresses
  • Maintain an accurate sales pipeline and a high level of pipeline management. Provide accurate periodic sales forecasts as requested
  • Oversee the execution of maintenance contracts to ensure profitable contract compliance and one-time contract renewals
  • Increase market penetration within an assigned geography and/or vertical market by securing new customers and expanding the scope of products and services purchased by the existing customer base at key, target, managed, and maintained owner accounts
  • Sell within a team environment across Kterio divisions. Solicit support and communicate effectively with internal staff
  • Take a lead role in the sale of planned service agreements at customer locations and incorporate all appropriate Kterio offerings that provide measurable value to the customer
  • Determine the manpower and material requirements for projects based on the known or expected complexities of the perceived work relative to the capabilities of available Kterio field personnel, subcontractors, and vendors, and the planned or promised completion time/date. Schedule manpower, materials, and resources to achieve orderly, efficient, socially responsible, and cost-effective implementation and progress leading to profitable project completion
  • For acquired projects, facilitate on-time completion within budget in accordance with specified requirements of the project scope stipulated in the approved proposals
  • Ensure engineering standards of quality, cost, safety, timeliness, and performance are met
  • Take an active role with all Kterio sales personnel on related sales activity in combining services from different divisions into the customer experience
  • Perform sales-related duties as directed and accurately communicate sales and project execution efforts to Location Manager, Operations, and Administrative Teams in a timely manner
  • Maintain excellent relationships with Operations and Field personnel. Follow-up on all leads from field personnel, service technicians, Service Coordinators, Location Managers, and other Kterio employees
  • Develop relationships with engineers and general contractors to partner with our company on projects. And maintain liaison with representatives and local suppliers to stay abreast of product lines and equipment
  • Maintain and improve sales skills, HVAC systems awareness, and industry knowledge through self-study, product seminars, company-provided training, and self-improvement courses
  • Provide marketing support at trade shows, lunch and learns, and seminars.


  • 5+ years of Technical Sales experience
  • Minimum of eight (8) years of progressive experience in HVAC, Temperature Controls
  • Knowledge of the IoT industry, BMS Industry, and Track and Trace equipment
  • Experience in performing sales surveys, quantifying solutions, creating proposals, and supporting technical bids
  • Ability to communicate and sell services, as well as equipment and systems. Capable of successfully closing the sales agreement and providing follow-up to assure sustainably strong customer relationships. Driven by a desire to satisfy customers and provide a high level of customer relations skills
  • Strong computer skills including MS Excel, Word, CRM, and ERP systems, familiar with SAP/CRM, AutoCAD
  • Self-motivated, extraverted, tactful, and organized with great “people skills” to work closely with management, sales, purchasing, accounting, and field personnel within the KTERIO, as well as with vendors, customers, subcontractors, etc. outside the KTERIO
  • A desire to continually learn new methods; adapt, accept, and apply new technology from internal or external resources and continually strive to identify more efficient ways to perform existing processes
  • Challenge the “status quo” and motivate other team members, openly considering the ideas and suggestions of others and incorporating constructive suggestions into practice
  • Must possess a valid driver’s license


  • Dental insurance
  • Flexible spending account
  • Health & life insurance
  • Paid time off
  • Tuition reimbursement


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Equal opportunity employment 

We are an equal opportunity employer and value diversity at our company. We consider for employment without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity, genetic information, protected veteran status, or any other protected classification