Sales Engineer - Sales Engineer, Commercial, Boilers

Tri-State Energy (TSE) is an energy efficiency consulting and implementation contracting firm with a 40-year history in customer service and energy cost saving delivery. Regionally, TSE delivers Direct Install Programs, Engineered Solutions Programs, Energy Savings Improvement Programs, and Engineering Services for Municipal, Commercial and Industrial Clients. TSE is consistently recognized and awarded for being a small business champion that marries innovative technology with small company personalization and service.

The
Sales Engineer role involves actively working on identifying and developing energy efficiency and engineering projects while promoting energy efficiency programs through various channels. This position requires strong communication and relationship-building skills to engage with in-house sales team, customers, contractors, and industry stakeholders. The ideal candidate will have a proficient understanding of energy efficiency within HVAC systems and ability to be a bridge between the sales and engineering team.

Business Development & Sales
Identify and pursue new HVAC project opportunities through direct outreach, networking, and referrals. Meet with prospective and existing clients to understand facility needs, operational challenges, and budget constraints. Prepare and present proposals, bids, and technical solutions to customers. Develop and maintain strong customer relationships to drive repeat business and referrals. Partner with outreach teams to technically qualify and develop new project opportunities.

Match facility requirements to the most effective energy efficiency measures and program pathways. Project Development & Engineering
Conduct site surveys to assess existing HVAC systems, loads, and conditions. Perform engineering calculations including heating/cooling loads, airflow, and equipment sizing. Select equipment (chillers, boilers, VRF, AHUs, RTUs, controls, etc.) and ensure proper integration with building systems. Coordinate with manufacturers, suppliers, and contractors for pricing, availability, and technical support.

Technical & Financial Analysis
Prepare energy efficiency and lifecycle cost analyses for proposed systems. Support utility incentive applications by providing technical documentation and savings calculations. Estimate material, labor, and subcontractor costs for proposals. Interface directly with Utility Program Managers to pre-verify project eligibility and maximize custom incentive values. Project Coordination
Collaborate with project managers to ensure smooth handoff from sales to execution. Provide technical guidance during installation and commissioning.

Bachelor’s degree in mechanical engineering, HVAC Engineering Technology, or related field (preferred). A demonstrated interest in energy conservation is essential. HVAC industry certifications (e.g., Willingness and ability to travel within the Tri-State area, with some overnight travel required. Familiarity with lighting components, HVAC equipment, HVAC systems, lighting control systems, and building envelope components. Understanding of LEED, Energy Star, and/or GRESB standards.

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and basic knowledge of CRM database software. Strong customer service skills, with a focus on proactively identifying customer needs and managing expectations. Capable of engaging customers, industry stakeholders, and local government officials through various communication channels. Experience in evaluating the effectiveness of outreach strategies and proposing alternatives. Contacts in the construction market (builders, developers, architects, engineers, etc.).

Personal & Organizational Attributes

Exceptional organizational, time-management, and planning abilities. The employee must have visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, and extensive reading and visual inspections of site plans. The employee is subject to both inside and outside environmental conditions. The employee is subject to hazards such as proximity to moving mechanical parts, moving vehicles, and electrical current.

TSE is an equal-opportunity employer committed to diversity and inclusion in the workplace. TSE prohibits discrimination and harassment of any kind based on age, race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, age, marital status, gender, gender identity or expression, veteran status, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Please read through our EEO Policy for more information. TSE is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities. TSE makes offers of employment contingent upon (1) successful completion of a routine background investigation and reference check, (2) drug testing, and (3) Act 34 Child Abuse clearance.

Medical, vision, dental insurance and more.
~Company-provided life insurance.
~Health Savings Account (HSA).
~Education reimbursement program with management approval.
~Observance of 8 Federal Holidays.
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