Inside Sales Engineer - Level II (Data Center)

Air Treatment Corporation is a dynamic, collaborative work environment focused on high-quality customer service. We actively promote a cohesive team that exceeds expectations, support employee growth, and provide opportunities for advancement along with a robust benefits package.

About the role

Inside Sales Engineer – Level II acts as a liaison between internal customers and manufacturers. Constant communication is required to provide general information, service, maintenance, and repair updates related to the different stages of the product/project.

Location: Brea, CA
Employment type: Non-Exempt/Hourly

Responsibilities

• Pre-Bid Duties:
  • Review bid calendars from customers.
  • Identify project opportunities to bid.
  • Perform takeoff – including interfacing with customer as necessary to collect relevant bid documents, plans, and specifications.
  • Use multiple factory software tools to create equipment selections, performance data, and specifications.
  • Generate quote letters and price summaries based on customer requests and/or project plans and specifications.
  • Communicate with factories for special options and pricing.
  • Update and manage bid documents and quote requests in ATC CRM.
• Project Management Duties:
  • Create submittal documents for various products.
  • Work with sales engineers to gain approval for submittals.
  • Enter orders to factories.
  • Enter stock orders in ATC CRM.
  • Relay shipping information between factory and customer.
  • Interact with credit team and CRM coordinators as necessary.
  • Track orders/shipments as necessary.
  • Coordinate equipment startup requirements with ATC Service department.
  • Assemble project closeout documents.
  • Process warranty claims with manufacturers.
  • Process and track RMAs with customers and manufacturers.
  • Update and manage orders in ATC CRM.
• Additional Duties:
  • Provide engineering support as needed.
  • Attend jobsite and/or customer visits to assist sales engineers.
  • Attend in-house factory training, ATC trainings, factory/webinar, and online trainings.
  • Train fellow ISEs upon attending factory training sessions.
  • Be knowledgeable of locations for factory literature and technical resources.
  • Keep current with factory software versions.
  • Assist and direct customers with requests.
  • Demonstrate a working knowledge of ISE Level 1 skillset, as well as knowledge of factory resources and proper engagement of their assistance.

Requirements

• Required Skills / Abilities:
  • Strong technical HVAC background.
  • Excellent verbal communication skills, demonstrating tact and diplomacy.
  • Excellent interpersonal and customer service skills.
  • Excellent organization skills and attention to detail.
  • Proficient in time management and ability to meet deadlines on assignments.
  • Demonstrated problem-solving skills.
  • Proficient with Microsoft Office Suite (Outlook, Word, Excel), Internet Browser (Chrome), and related Microsoft CRM software.
• Education and Experience:
  • Associate degree with three years of directly related HVAC industry experience.
  • Bachelor’s degree in related field / B.S. in Mechanical Engineering preferred.
  • One to three years of related experience required.
• Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 25 pounds at times.
  • Valid driver’s license and no major driving violations.
  • Occasional travel to meet with clients or potential clients.

Pay

Estimated yearly salary: $85,000 - $110,000