Manages a high-volume commercial accounts receivable portfolio for HVAC and construction customers. Reviews project creditworthiness, prepares risk packages, structures credit approvals, monitors aging and cash flow, and conducts executive-level collections negotiations. Maintains lien, bond claim, and joint-check documentation; partners with engineers, sales, and account managers; produces credit risk, forecasting, and aging reports; and ensures compliant electronic credit files and statutory notice logs.

Serve as a technical sales consultant to engineers, architects, contractors and owners for commercial and light-commercial HVAC products. Prospect and grow territory, perform take-offs, prepare estimates and proposals, specify CE products, deliver technical training, and represent the company at trade shows to meet sales and margin targets.

Drive Plan & Spec market growth by building relationships with consulting engineers, architects, contractors, and owners. Influence equipment specifications, recommend HVAC products, provide technical guidance, create design tools, monitor product performance, and support sales through presentations, factory visits, and data-driven reports to secure project opportunities and meet sales goals.