Sales Consultant

Residential Hvac Sales Consultant

At Forge, we install energy-efficient heat pumps for homeowners across Greater Boston. We are seeking a knowledgeable, highly motivated, and customer-focused Residential HVAC Sales Consultant to help support our growing direct-to-homeowner business. In this role, you'll play a critical part in driving new business by assisting homeowners and guiding them through the process of selecting a new heating and cooling system. This consultative sales role involves listening to customers' needs, educating them on suitable solutions, and recommending the best options to fit their home and lifestyle. No cold-calling and no canvassing is necessary in this environment.

To succeed in this role, you must bring 3–5 years of HVAC, heat pump, or related industry experience (sales, project coordination, or installation) with the ability to explain technical systems in a way that builds customer confidence.

Compensation: $100-120k salary range with a target-based bonus structure aimed for a total salary of $130-150k on-target-earnings. If you fall slightly outside of this range but bring a lot of valuable experience, we encourage you to still apply.

What You Will Do

• Customer Engagement & Sales: Act as the primary contact for customers, assessing their heating and cooling needs through in-home site visits, phone and video calls, email, and chat while educating them on system benefits.
• Site Assessments & System Scoping: Conduct in-home and virtual evaluations to determine installation feasibility, recommend the right heat pump system for each home, develop customized proposals, and address customer questions on unit placement, electrical requirements, and efficiency.
• Customer Satisfaction: Refine sales strategies, provide insights on best practices, and ensure customers receive applicable rebates and incentives.
• Collaboration & Coordination: Work closely with sales, system designers, and project coordinators to streamline operations and ensure smooth project execution.
• CRM & Data Management: Utilize CRM software to track leads, document customer interactions, and provide feedback to marketing and leadership for process enhancements.

Your Experience

• Industry Knowledge: 3-5+ years experience in the HVAC, heat pump, or energy industries (i.e. Solar, Home Performance Contracting, etc.). Knowledge of Mitsubishi and Bryant equipment is a plus.
• Customer-Facing Roles: Background working with customers as an account executive, sales coordinator, project coordinator, office manager, HVAC technician, or other customer-facing role.
• Process & Technical Skills: Proficiency in CRM systems, quoting tools, and system builders.

Minimum Requirements

• Full-time availability.
• Valid driver's license and vehicle.
• Authorized to work in the U.S.
• Willing and able to pass a background check and 4-panel drug test (no marijuana screening).

Qualifications for Success at Forge

• Attention to Detail - Highly meticulous & thorough with a strong focus on accuracy & quality.
• Motivation for financial success – driven by commission-based earnings.
• A hustler mindset – self-starter, hardworking, persistent, and goal-oriented.
• Excellent people skills – ability to build rapport with customers.
• Outstanding communication skills – clear, persuasive, and professional.
• Tech-savviness – ability to adapt to and utilize different digital platforms.

Why Choose Forge?

• Career Growth: This is an excellent opportunity for someone who is looking to grow in their sales career as part of a new and growing sales team at a startup.
• Competitive Compensation: Your expertise is valued. We offer competitive pay, achievable sales targets, company stock options, potential bonuses and consistent feedback to ensure you're able to reach your next salary increase.
• Employee Benefits: Enjoy a comprehensive benefits plan, including health and dental insurance with generous employer contributions, a generous 401k match, a flex paid time off policy, and more.

Forge is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics.