HVAC Sales Follow-Up Specialist (Estimates & Inactive Bids)

Bellows Plumbing, Heating, Cooling & Electrical is looking for a persistent, detail-oriented HVAC Sales Follow-Up Specialist to join our team. Your primary mission is to rescue unsold revenue by systematically reviewing, analyzing, and re-engaging past HVAC bids and estimates that did not immediately close.

You will act as a detective and a closer. You will review open proposals, identify why the customer hesitated, and re-establish contact via phone, text, and email to address their objections, offer fresh incentives, and successfully close the deal.

Key Responsibilities

• Pipeline Mining: Review CRM software daily to identify expired, pending, or unsold HVAC replacement and repair estimates.
• Customer Re-Engagement: Conduct high-volume outbound outreach (calls, emails, texts) to past leads to uncover their current heating/cooling needs.
• Objection Handling: Diagnose why the initial bid wasn't accepted (e.g., price, timing, competitor, lack of financing) and provide strategic solutions to overcome those hurdles.
• Strategic Discounting & Incentives: Utilize approved financing options, seasonal rebates, or targeted promotions to incentivize hesitant buyers to move forward.
• Deal Closing: Resubmit updated proposals, negotiate final terms within company guidelines, and securely close the contract.
• Data Integrity: Update customer profiles in the CRM with accurate notes regarding why bids were won or lost to help improve future sales strategies.
• Team Collaboration: Coordinate with Comfort Advisors (sales reps) and Technicians to understand the technical scope of older bids before contacting the customer.

Qualifications & Skills

• Experience: Minimum of 1–2 years in outbound sales, account reactivation, inside sales, or telemarketing. Experience in HVAC, plumbing, electrical, or home services is highly preferred but not required.
• Sales Acumen: Proven ability to handle rejection, ask probing questions, and confidently ask for the sale.
• Tech Savvy: Proficiency with home service CRM software (e.g., ServiceTitan, Housecall Pro, Jobber) and digital communication tools.
• Communication: Exceptional verbal and written communication skills with a warm, consultative, and non-aggressive phone presence.
• Organization: Strong time-management skills with a knack for sorting through data and prioritizing the most salvageable leads.

Hourly Salary: $24.00 - $32.00 D.O.E.

Bellows Plumbing, Heating, Cooling & Electrical is an opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.