Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Chad Scherfner

Summary

HVAC Sales professional with two decades of proven expertise in driving revenue growth and building strong client relationships. Adept at strategic planning, market analysis, and delivering effective solutions to meet business objectives. Valuable public speaker delivering benefits of products and services in personable presentations. Strong focus on team collaboration and adapting to evolving market demands. Excels in streamlining processes to improve overall focus and efficiency. Known for reliability and achieving impactful results in dynamic environments.



Overview

19
19
years of professional experience
1
1
Certification

Work History

Area Sales Manager 2

Mitsubishi Electric Trane US
06.2023 - 12.2024
  • Established strong relationships with key clients, resulting in increased sales, customer retention and satisfaction.
  • Enhanced team performance by providing ongoing coaching, training, presentations and mentoring to sales representatives, distributor stake holders and contractors.
  • Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota's. Experience with Salesforce.
  • Managed a successful team of Territory Managers, consistently achieving and exceeding monthly sales targets.

Senior Technical Account Manager

ICF
05.2014 - 06.2023
  • As a Technical Account Manager with ICF I worked with utility customers, state agencies, contractors and distributors in many different capacities to achieve mandated energy reduction goals.
  • Projects typically include technical presentations to gain client and contractor buy in.
  • Submittal review, pre/post inspection and/or onsite auditing of residential, commercial, industrial, and institutional HVAC, BAS, DDC and lighting systems.
  • See end of resume for description of projects I was part of with ICF.

Territory Manager

SRGI
09.2019 - 07.2021
  • Sales and Technical Representative for Central NY
  • Manufacturer Representative for Fujitsu Minisplits and Unitary Line, Weil-McLane Boilers, Pro1 Thermostats, Premier One IAQ, ADEY Magnetic Filtration, AirEx, Danfoss Thermostatic Radiator Valves and Bacharach
  • Developed new distribution channels, increased sales, technical sales training and successfully launched several new product lines

Account Manager

TERACAI Corporation
03.2012 - 05.2013
  • Technical sales representative dedicated to accounts with annual IT budgets of up to $10 million and over 1000 employees
  • Responsible for identifying customer needs and making recommendations for Cisco Solutions including the EnergyWise line of products, Dell Solutions, VMware Solutions and Layer One Infrastructure
  • Worked with Systems Consultants, Executives and Directors to sell complex enterprise products/solutions

National Sales Manager

Allred and Associates Inc.
01.2011 - 03.2012
  • Responsible for generating new business and qualifying leads
  • Quote close rate over 50%
  • Increased revenue by over 90% compared to previous 2 years
  • Identified new market segments in industrial automation and significantly expanded the existing customer base by developing relationships with national and international companies
  • Achieved the largest productivity increase in company history targeting new accounts

Controls Sales Engineer

Widewaters Group
06.2009 - 08.2010
  • Responsible for generating new business for Trend Controls, a Honeywell Company
  • Developed sequence of operation, designed system architecture and controller point layout with a focus on systems utilizing BACnet, MODBUS and LON communication protocols
  • Penetrated businesses to get to key decision makers to uncover sales opportunities
  • Prepared PowerPoint presentations for wide audiences including Business Owners, Executives and Government Officials as well as more technical audiences such as Engineering Firms and Architectural Firms
  • Evaluated sites and designed Building Automation Systems and HVAC Systems to reduce operating costs
  • Used programs through NYSERDA, National Grid, NYSEG and RG&E to help offset project cost
  • Prepared quotes and professional proposals which would detail the work to be done as well as a calculated return on investment and yearly savings
  • Participated in Spec and Bid, Design Build and Owner Negotiated Sales in all Vertical Markets

Technician

Pasco Building Automation Systems
08.2005 - 12.2007
  • Integrated controls, coordinated projects, supervised installation, serviced equipment, implemented preventative maintenance programs and participated in conversions/retrofits of small/large commercial, industrial and institutional HVAC Systems
  • Co-project managed of Variable Air Volume (VAV), Variable Refrigerant Volume (VRV), Geothermal, Open/Closed Loop Heat Pump Systems, Boilers, Water Towers, Small/Large Split and Packaged Systems, Air Handlers, Indoor Air Quality Equipment, Roof Top Units, Heat Recovery Systems, Energy Recovery Systems, Chillers and Ductless Split Systems

Education

B.S. - Communications and Rhetorical Studies

Syracuse University
Syracuse, NY
05.2009

A.A.S. - Electronic Media Communications

Onondaga Community College
Syracuse, NY
12.2008

EPA Section 608 Universal Certified HVAC/R Technician -

OCM BOCES
Liverpool, NY
08.2005

Skills

  • Seasoned HVAC and mini-split professional
  • Relationship building
  • Sales presentations
  • Sales team supervision
  • Territory management
  • Sales training
  • New account development
  • Consultative and relationship selling

Certification

  • EPA Certification Sect. 608 Universal CFC/HCFC
  • CSE Cisco Sales Expert
  • VSP Virtualization Sales Professional
  • OSHA 10-Hour Construction Safety Training
  • OSHA 10-Hour Confined Space Training
  • Puron Refrigerant Certified
  • Flexible Gas Pipe Certified
  • Certificate of Completion Trend Controls Sales Training
  • PADI Open Water Scuba Diver

Timeline

Area Sales Manager 2

Mitsubishi Electric Trane US
06.2023 - 12.2024

Territory Manager

SRGI
09.2019 - 07.2021

Senior Technical Account Manager

ICF
05.2014 - 06.2023

Account Manager

TERACAI Corporation
03.2012 - 05.2013

National Sales Manager

Allred and Associates Inc.
01.2011 - 03.2012

Controls Sales Engineer

Widewaters Group
06.2009 - 08.2010

Technician

Pasco Building Automation Systems
08.2005 - 12.2007

A.A.S. - Electronic Media Communications

Onondaga Community College

EPA Section 608 Universal Certified HVAC/R Technician -

OCM BOCES

B.S. - Communications and Rhetorical Studies

Syracuse University
Chad Scherfner