Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rachel Farias

HVAC Account Specialist
Corona,CA

Summary

Goal-oriented Sales Executive with 12+ years of experience in HVAC mechanical service and installation sales. Proven leader with excellent salesmanship, negotiation and closing skills. Known for great presentations and skill at increasing audiences to optimize sales.

Overview

12
12
years of professional experience

Work History

Sales Executive - Procurement Specialist

Complete Mechanical, Inc.
03.2014 - 12.2022
  • Gained understanding of goals, objectives and processes to meet client business needs as well as meeting and exceeding customer service expectations in order to obtain customer retention.
  • Achieved sales goals and service targets by cultivating and securing new residential and commerical customer relationships by soliciting potential leads, creating ads, and utilizing social media.
  • Evaluated costs against competitor and vendor price points and set structures to achieve profit targets.
  • Procured mechanical equipment and parts, delivered metal drawings for fabrication of curbs, plenums and transitional pieces.
  • Scheduled equipment installations and service repair work on packaged units, split systems, ductwork installs, and zoning projects.

MEP Project Engineer

University Mechanical & Contracting Engineers
08.2021 - 06.2022

Projects: Gilead-Kite Pharmaceutical MEP & Hydronic New Installation & Retrofit, Kaiser Permanente HCAI-OSHPD Mechanical & Plumbing Project

  • Determined and scheduled MEP priorities as required to progress engineering work.
  • Monitored project installation of mechanical and hydronic equipment and materials for SMACNA compliance with drawings and specifications.
  • Performed coordination of work between other trades and scheduled vendors to complete equipment commissioning and certification.
  • Recommended procurement process improvements to reduce unnecessary costs by performing purchasing evaluation and analysis to qualify equipment according to plan and specifications, supply chain timelines, competitor costs, warranty periods and inclusions and exclusions.
  • Monitored metrics during project execution to maintain compliance with planned costs by closely monitoring vendor supply chain timelines utilizing Teams to coordinate daily and weekly meetings.
  • Developed comprehensive engineering documents such as MOPs and project templates, distributed among project team members.
  • Processed and tracked submittals and RFIs, issued purchase orders, and created master subcontract agreements.
  • Maintained records and project deliverables for MEP trade activities in Procore.
  • Monitored and scheduled Siemens onsite building automation and controls activities.

Project Coordinator - Office Manager - Procurement

White Mechanical, Inc.
04.2009 - 03.2014
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments to technicians based on skill level and ability.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
  • Created and provided job bids for new and existing commercial and residential customers. Performed inside sales and tracking of commerical tenant improvements by updating property maintenance and utilizing technician take-offs.
  • Responded to requests for information on materials to inquiring parties.
  • Distributed and emailed documents to project managers.
  • Requested city inspections as well as HERS inspections per title 24 requirements, business licensing permits.
  • Arranged travel and accommodation for team members and project partners.
  • Assisted with onboarding newly hired staff members and coached on task prioritization.

Education

Associate of Science - Construction Management

Santiago Canyon College
Orange, CA
05.2001 -

GED -

Santiago High School
Garden Grove
05.2001 -

Associate of Arts - Business Administration

University of Phoenix
Costa Mesa
05.2001 -

Skills

Business Networking

Business Development and Planning

Lead Prospecting

Interpersonal and Written Communication

Schedule Coordination

Operations

SOP Adherence

Account Servicing

Report Writing Skills

Marketing Initiatives

Project Management

Vendor Management

Goals and Performance

Timeline

MEP Project Engineer

University Mechanical & Contracting Engineers
08.2021 - 06.2022

Sales Executive - Procurement Specialist

Complete Mechanical, Inc.
03.2014 - 12.2022

Project Coordinator - Office Manager - Procurement

White Mechanical, Inc.
04.2009 - 03.2014

Associate of Science - Construction Management

Santiago Canyon College
05.2001 -

GED -

Santiago High School
05.2001 -

Associate of Arts - Business Administration

University of Phoenix
05.2001 -
Rachel FariasHVAC Account Specialist