CalTek Staffing is quickly becoming the top HVAC staffing and recruitment agencies in the Dallas – Fort Worth area. We are a national engineering and technical staffing agency specializing in recruiting HVAC Sales Engineers for high‑growth commercial, industrial, and mission‑critical environments. Our client is a leading mechanical contractor and HVAC solutions provider serving corporate campuses, manufacturing plants, distribution centers, hospitals, data centers, and large‑scale commercial buildings across the Dallas–Fort Worth metroplex.
Their sales engineering team partners with facility managers, engineers, general contractors, and industrial clients to deliver engineered HVAC solutions including central plant upgrades, VRF/VRV systems, chilled‑water systems, rooftop units, precision cooling, and energy‑efficient mechanical retrofits. With a strong focus on technical expertise, solution selling, and customer relationship development, the company supports the rapidly expanding commercial and industrial market in North Texas.
Typical Duties and Responsibilities
- Develop and manage relationships with commercial, industrial, and mission‑critical clients across the DFW region.
- Provide engineered HVAC solutions including VRF/VRV systems, chillers, boilers, RTUs, AHUs, and central plant upgrades.
- Conduct site assessments, gather technical requirements, and collaborate with engineering teams to develop system designs.
- Prepare proposals, estimates, equipment selections, and technical presentations for clients and project stakeholders.
- Work closely with mechanical engineers, project managers, and installation teams to ensure accurate scope development.
- Identify opportunities for energy‑efficiency upgrades, retrofits, and high‑performance HVAC solutions.
- Support design‑build projects, conceptual budgeting, and value‑engineering alternatives.
- Review mechanical drawings, specifications, and submittals to ensure alignment with client needs.
- Manage the full sales cycle including lead generation, qualification, proposal development, negotiation, and closing.
- Collaborate with OEMs, vendors, and suppliers to obtain pricing, technical data, and product recommendations.
- Track project opportunities using CRM tools and maintain accurate sales forecasts.
- Attend client meetings, industry events, and technical presentations to promote company capabilities.
- Ensure compliance with ASHRAE standards, IMC, IECC, and Texas mechanical codes.
- Provide post‑sale support including project handoff, technical clarification, and customer follow‑up.
- Maintain strong knowledge of HVAC technologies, mechanical systems, and emerging industry innovations.
Education
- Bachelor’s degree in Mechanical Engineering, HVAC Engineering, or related technical field preferred.
- Equivalent experience in HVAC sales engineering or mechanical systems may be considered.
Required Skills and Experience
- 7+ years of experience in HVAC sales engineering, mechanical system sales, or technical solution selling.
- Strong understanding of commercial HVAC systems including VRF/VRV, chillers, boilers, RTUs, and air distribution systems.
- Experience selling into commercial buildings, industrial facilities, or mission‑critical environments.
- Ability to read and interpret mechanical drawings, specifications, and engineering documents.
- Strong knowledge of ASHRAE standards, IMC, IECC, and Texas mechanical codes.
- Proficiency with HVAC design tools, load calculations, and equipment selection.
- Excellent communication, presentation, and client‑relationship skills.
- Strong negotiation, proposal writing, and technical sales abilities.
- Experience working with OEMs such as Trane, Carrier, Daikin, Lennox, and Mitsubishi.
- Proficiency with CRM platforms and sales‑tracking tools.
Preferred Qualifications
- Experience with chilled‑water plants, hydronic systems, and large‑tonnage equipment.
- Background in industrial HVAC, manufacturing facilities, or mission‑critical cooling.
- Professional certifications such as LEED AP, CEM, or engineering licensure (EIT/PE).
- Experience with energy‑efficiency programs, utility incentives, and Texas energy codes.
- Familiarity with BAS platforms such as Tridium Niagara, Metasys, Siemens Desigo, or EcoStruxure.
- Strong network within the Dallas–Fort Worth mechanical engineering and construction community.
