Senior Technical Lead Sales Engineering & Engineering Liaison

FLSA Status: Exempt
Reports To: Sales Manager (dotted line to Engineering)

Role Overview

The Senior Technical Lead Sales Engineering & Engineering Liaison serves as the organization's primary technical authority supporting complex HVAC and engineered-product opportunities. This role partners closely with Sales, Engineering, and Operations to translate customer and OEM requirements into engineered, executable, and profitable solutions.

This position is designed for an experienced professional with formal engineering education or equivalent technical experience, capable of handling ambiguity, influencing engineering decisions, and owning technically complex customer engagements from initial concept through post-sale resolution.

Success in this role is measured by technical accuracy, margin protection, speed to resolution, and customer confidence in our engineered solutions.

Key Responsibilities

Technical Leadership & Complex Quoting

• Serve as the senior technical resource for complex HVAC, OEM, and custom-engineered solutions.
• Lead and review high-complexity quotes (e.g., curbs, SFBs, custom configurations) ensuring engineering feasibility and manufacturability.
• Provide conceptual solutions and pricing where information is incomplete or evolving.

Engineering Liaison & Problem Solving

• Act as the primary bridge between Sales and Engineering, ensuring clarity, alignment, and rapid issue resolution.
• Partner with Engineering on customer-specific designs, technical exceptions, and non-standard requests.
• Identify risks early and drive solution-oriented decisions across teams.

Account & OEM Support

• Support strategic OEMs and high-impact customer accounts as a technical advisor.
• Participate in customer meetings, jobsite visits, and technical reviews as needed.

Revenue & Margin Stewardship

• Protect margins through disciplined technical review and accurate scoping.
• Support multi-million-dollar revenue streams through sound technical execution 

Post-Sale Technical Support

• Lead complex troubleshooting and technical issue resolution post-sale.
• Coordinate cross-functionally to ensure issues are resolved efficiently and professionally.

Systems, Tools & Process Excellence

• Maintain discipline within CRM and quoting systems.
• Help improve scalable technical and quoting processes across the sales organization.

Qualifications

Required

• Bachelor's degree in Engineering (Mechanical, Industrial, Civil, or related) or equivalent technical experience.
• 5+ years in Sales Engineering, Engineering, or technically complex manufacturing environments.
• Strong HVAC and engineered-product knowledge.
• Proven ability to translate technical complexity into executable solutions.

Preferred

• Experience supporting OEM HVAC accounts.
• Experience in high-volume, low-structure manufacturing environments.

EEO Statement: The Company is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.