Inside Sales Engineer

About the role

The Inside Sales Engineer acts as the liaison between internal sales personnel, customers, and suppliers as LONG works to bid and work projects. You’ll utilize your technical knowledge and sales skills to analyze the needs of customers, bid work projects, and perform takeoffs, while also tracking quotas for sales personnel, tracking vendor activities, and communicating project specifics to Sales Engineers. This role is critical to the accurate and competitive pricing of various jobs LONG engages in.

Responsibilities

• Prepare cost estimates and proposals for heating, ventilating and air conditioning equipment and products.
• Assist sales engineer with equipment selections and pricing.
• Assist in bidding jobs with direction of sales engineers.
• Prepare and assemble technical data for submittal to buyers.
• Prepare/release orders for products to manufacturers.
• Review manufacturers acknowledgements for accuracy.
• Correct orders as required.
• Coordinate equipment size and delivery requirements with customers.
• Enter projects in job control system, maintain project line items costs and invoicing with direction from sales engineers.
• Perform detailed project cost management.
• Work closely with Sales Engineers and project managers in preparation of Change Orders for booked jobs.
• Require customer communications and coordination in all aspects of a project.
• Manufacturer coordination with respect to product availability, options and pricing.
• Coordinate weekly bid coordination among sales team and ensure all opportunities are assigned to a salesperson.
• Gather plans, addenda, and specifications to ensure compliance with acceptable manufacturers and reports non-compliance to salespeople.
• Collaborate with sales team on follow-up and sales forecasting via CRM.
• Provide periodic (monthly) updates to Sales Manager and Sales Team as to quota, sales forecast, and vendor activity.
• Pursue “Prior Approvals” for jobs where LONG not specified as equal.
• Assist sales team with preparation of RFPs as directed.
• Other duties as assigned.

Requirements

Qualifications:

• 3 + years’ experience selling and/or applying HVAC equipment.
• Knowledge of heating, ventilating, and air conditioning systems, electrical systems, energy management, engineering, installation, and construction procedures.
• Excellent computer skills, specifically with Microsoft applications.
• Complete thorough and detailed work with accuracy and consistency.
• Ability to make decisions, dispose of problems, and complete thoroughly detailed work.
• Ability to interact with all levels of personnel to include department and project managers, engineers, sales personnel, and service and control technicians.
• Ability to handle multiple tasks simultaneously.
• Willingness to accept responsibility and accountability.
• Strong communication and presentation skills, with the ability to effectively communicate complex technical concepts.
• Availability for after-hour consultation and problem solving on assigned jobs as necessary.
• Occasional travel for training purposes.

Preferred Qualifications:

• Bachelor of Science degree in Mechanical Engineering or equivalent experience.
• No candidate will meet every single desired qualification. If