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Regional Sales Manager
VertivUnited Statesfull_timeVerifiedPosted 7 Jan 2026
About the role
Position Overview:
- The Regional Sales Manager (RSM) serves as a strategic, client-facing leader responsible for managing key relationships, guiding clients through complex flushing requirements, and ensuring PurgeRite is positioned as their trusted advisor. This role owns the entire pre-contract lifecycle—from qualifying new opportunities and aligning scope with engineering and estimation, to steering proposal strategy, coordinating internal and external meetings, and leading disciplined follow-up efforts to secure awards. The RSM maintains pipeline visibility, navigates pricing and contract discussions, and proactively engages the winning mechanical contractor to reinforce PurgeRite’s value and prevent self-performance. By staying informed on industry trends, overseeing new-client onboarding, and handing off fully executed contracts to Project Management, the RSM ensures clients receive a seamless, consistent, and high-quality experience from first contact through project launch.
Key Responsibilies:
- Strategic Client Relationship Management
- Develop and manage strong, long-term relationships with national and strategic clients, serving as their trusted advisor for all PurgeRite services.
- Understand client infrastructure, operational challenges, and facility needs to recommend tailored flushing solutions.
- Stay informed on industry trends to position PurgeRite as a trusted industry leader.
- Technical Solution Alignment
- Ensure full scope alignment between client needs, engineering requirements, and the final proposal to guarantee accuracy and client satisfaction.
- Pre-Contract Lifecycle Ownership
- Own the entire pre-contract process from opportunity intake through contract execution, ensuring a smooth and timely path to award.
- Intake and qualify all incoming opportunities to determine scope, feasibility, and strategic priority.
- Coordinate internal and external pre-award meetings—including engineering reviews, estimator syncs, client calls, and technical walkthroughs—to keep the sales process progressing efficiently.
- Serve as the primary client-facing contact during the bidding phase by communicating updates, clarifying inclusions and exclusions, answering questions, and maintaining a responsive, professional experience.
- Proposal & Bid Management
- Oversee proposal strategy and delivery by working closely with Estimators to ensure each proposal reflects the latest construction schedule, design drawings, scope adjustments, and client feedback prior to submission.
- Award Pursuit & Competitive Positioning
- Conduct consistent post-proposal follow-up to determine award status, gather competitive intelligence, confirm decision timelines, and maintain clear visibility into the pipeline.
- Pursue the winning mechanical contractor to secure the PurgeRite award by reinforcing PurgeRite’s value and preventing self-performed flushing work.
- Pipeline Management & Reporting
- Maintain accurate forecasts, pipeline updates, and reporting on account performance using CRM tools to support departmental visibility and leadership decision-making.
- Client Onboarding & Project Handoff
- Partner with Operations and PM Teams to ensure seamless project delivery and a consistent client experience.
- Oversee new-client onboarding to establish expectations and set up long-term success.
- Facilitate a complete and accurate handoff to the Project Manager once the contract is executed.
Preferred Qualifications:
- Bachelor’s degree in Business, Engineering, or related field (or equivalent experience).
- 5+ years of experience in account management, sales, or business development, preferably in mechanical services, HVAC, or industrial maintenance.
- Proven ability to manage large, complex accounts across multiple sites or regions.
- Strong communication, negotiation, and presentation skills with the ability to engage both technical and executive stakeholders.
- Solid understanding of mechanical systems, hydronic systems, or facility services preferred.
- Proficiency with CRM platforms and Microsoft Office Suite.
Travel Expectations:
- Willingness to travel nationally from to 30–50%.
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