Inside Sales I

Key Responsibilities

• Serve as the primary inside sales contact for system inquiries, proposals, and project support.
• Prepare accurate and timely quotes, submittals, and documentation for orders based on plans, specifications, or customer input.
• Support outside sales representatives by managing internal follow-up tasks, customer communication, and project coordination.
• Aid with equipment takeoffs from plans and mechanical drawings or coordinate with engineering as needed.
• Respond to customer questions regarding product selection, pricing, availability, and technical specifications.
• Maintain knowledge of HVAC technologies and offerings from major manufacturers where represented.
• Track and manage order progress, lead times, and delivery schedules; collaborate with logistics and operations teams.
• Maintain accurate records in the CRM system and help identify follow-up opportunities.

Qualifications

• Bachelor’s degree in Business, HVAC Technology, Engineering, or a related field preferred.
• 2+ years of experience in inside sales, estimating, or project coordination (preferably in HVAC or building systems).
• Ability to read and understand mechanical drawings, specifications, and technical documentation.
• Proficiency with Microsoft Office; CRM and quoting software experience a plus.
• Strong communication, problem-solving, and organizational skills.

Preferred Attributes

• Technical aptitude and interest in HVAC technologies and system design.
• Customer-focused with a proactive and professional approach to sales support.
• Detail-oriented with the ability to manage multiple projects and deadlines.
• Collaborative mindset and willingness to work cross-functionally with sales, operations, and engineering teams.