HVAC Pre Sales Field Engineer, GCOE
Core
Conduct on-site HVAC equipment and control system surveys, coordinate subcontractor bids, and prepare standardized project design deliverables to support pre-sales activities.
Role type
Pre-sales field engineer (HVAC)
Builds
Site survey documentation, floorplan drawings with device placement, and project costing estimates for HVAC sales proposals.
Domain
Commercial HVAC, building automation, and mechanical systems
Deliverable
product features
Required skills
HVAC operations/installation/service experience, mechanical equipment assessment, control system evaluation, IP networking (Layer 3), computer-aided drafting, Microsoft Office 365/SharePoint proficiency, Salesforce platform familiarity, local subcontractor management, AHJ/regulatory knowledge
Preferred skills
System design experience, cost estimating for HVAC controls/equipment
Technologies
Salesforce, Selection Navigator, NxGen, Microsoft Office 365, SharePoint, CAD software
Responsibilities
Perform accurate on-site mechanical equipment and control system surveys; coordinate with subcontractors to obtain bid quotes and pricing; prepare site survey forms and floorplan drawings; review project costing estimates with local operations management; maintain knowledge of local subcontractor capabilities and permitting requirements; support pre-installation scope debriefs.
Seniority
Mid-level, hands-on IC