Comfort Specialist at HOP Energy, LLC – Charlotte, North Carolina

The Comfort Specialist is a professional in-home sales role responsible for guiding homeowners and small businesses through the process of selecting the most efficient and cost-effective heating and cooling solutions. This position combines strong interpersonal skills, technical understanding, and a consultative sales approach to design and present customized Heat Pump solutions. The Comfort Specialist serves as the primary customer contact from initial consultation through project handoff, ensuring a professional experience aligned with company standards and customer expectations.

Key Responsibilities

Conduct in-home and on-site consultations to evaluate customer needs, inspect existing systems, take measurements, and perform BTU load calculations to determine appropriate system design.Prepare and deliver professional proposals that include system options, scope of work, warranties, and available financing or incentive programs.Communicate technical information clearly and persuasively, guiding customers toward the best comfort and efficiency solutions for their property.Manage open proposals and opportunities through timely and consistent follow-up, maintaining records and activity tracking within the company CRM.Collaborate with operations, installation, and office teams to ensure accurate documentation, efficient scheduling, and a seamless transition from sale to installation.Participate in ongoing product, sales, and compliance training to maintain current industry knowledge.Engage in limited off-season business development activities such as community networking, referral cultivation, and customer re-engagement to supplement inbound lead flow.Adhere to all company sales processes, pricing guidelines, and customer service standards.Perform related duties as assigned to support departmental and company goals.
Qualifications & Experience

Minimum of two (2) years of in-home or consultative sales experience, ideally within HVAC, home improvement, or a technical field.Demonstrated ability to manage a sales pipeline, conduct needs assessments, and close sales in a solution-based environment.Working knowledge of Heat Pump systems, energy efficiency principles, and residential comfort solutions preferred.Strong verbal and written communication skills with the ability to explain technical concepts in simple, customer-friendly language.Proven record of follow-through, attention to detail, and time management.Comfortable working independently in the field while collaborating effectively with internal teams.Proficiency with Microsoft Office Suite and CRM or proposal management systems.Must possess a valid driver’s license and maintain a clean driving record.

Core Competencies

Customer Focus: Builds trust and rapport through active listening and clear communication.Sales & Persuasion: Demonstrates a consultative approach that emphasizes value and long-term satisfaction.Sense of Urgency and Responsiveness: Demonstrates a strong sense of urgency in lead follow-up and customer communication, ensuring timely engagement and consistent relationship management.Technical Aptitude: Understands system design fundamentals, comfort principles, and energy performance concepts.Organization & Execution: Manages multiple leads and deadlines with precision and efficiency.Professionalism: Represents the company with integrity, accountability, and attention to presentation.Collaboration: Works effectively with peers, office staff, and production teams to ensure seamless service delivery.Continuous Learning: Actively seeks to enhance product knowledge and sales effectiveness through training and field experience.