Project Coordinator/Inside Sales - Applied

Sales & Project Support

Aid outside sales in supporting contractor bids and project opportunities.

• Perform HVAC take-offs, estimating, and product selection/pricing
• Create quotations, proposals, and submittals
• Enter and manage customer orders and project documentation
• Track and update project logs
• Ensure accurate job tracking

Project Execution & Coordination

• Track shipments, deliveries, and project milestones
• Enter and maintain project details in Company ERP tool
• Coordinate start-up with internal Company Service department and external Service teams
• Coordinate warranty documentation and O&M manuals (IOMs)
• Support billing documentation and project closeout requirements
• Ensure timely follow-up on open project items

Customer & Manufacturer Communication

• Communicate with contractors, engineers, and internal sales teams
• Develop strong working relationships with manufacturers as a product liaison
• Support customer inquiries with timely and accurate responses
• Participate in meetings, training sessions, and occasional site visits

Operational Excellence

• Maintain accuracy and organization across all project documentation
• Utilize estimating and productivity tools including Bluebeam Revu and Microsoft Office
• Follow company policies and maintain professional standards
• Support continuous improvement of internal processes and workflows

Qualifications

• High school diploma or equivalent plus 2+ years of relevant experience, OR Bachelor’s degree plus 1+ year of relevant experience
• Experience in construction, HVAC, mechanical contracting, or distribution preferred
• Familiarity with estimating, take-offs, quoting, or project coordination
• Strong organizational skills with ability to manage multiple priorities
• Excellent written and verbal communication skills
• Ability to work in a fast-paced, deadline-driven environment

Technical Skills

• Microsoft Office Suite (Excel, Word, Outlook)
• Bluebeam Revu or similar take-off software
• Manufacturer quoting or ordering systems (preferred)

Key Responsibilities

Support outside sales in supporting contractor bids and project opportunities.

• Perform HVAC take-offs, estimating, and product selection/pricing
• Create quotations, proposals, and submittals
• Enter and manage customer orders and project documentation
• Track and update project logs
• Ensure accurate job tracking
• Track shipments, deliveries, and project milestones
• Enter and maintain project details in Company ERP tool
• Coordinate start-up with internal Company Service department and external Service teams
• Coordinate warranty documentation and O&M manuals (IOMs)
• Support billing documentation and project closeout requirements
• Ensure timely follow-up on open project items
• Maintain accuracy and organization across all project documentation
• Utilize estimating and productivity tools including Bluebeam Revu and Microsoft Office
• Follow company policies and maintain professional standards
• Support continuous improvement of internal processes and workflows
• Communicate with contractors, engineers, and internal sales teams
• Develop strong working relationships with manufacturers as a product liaison
• Support customer inquiries with timely and accurate responses
• Participate in meetings, training sessions, and occasional site visits
• Work in a professional office environment with standard business equipment
• Occasional travel may be required for customer meetings, job site visits, or manufacturer training sessions
• Physical requirements include light lifting, filing, and general office activity as needed