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
- Prepare quotations, proposals, and submittals
- Enter and manage customer orders and project documentation
- Maintain project logs and ensure accurate job tracking
Project Execution & Coordination
- Track shipments, deliveries, and project milestones
- Enter and maintain project details in Company ERP tool
- Cookpilot 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.
Aid in HVAC take-offs, estimating, and product selection/pricing.
Prepare quotations, proposals, and submittals.
Enter and manage customer orders and project documentation.
Maintain project logs and ensure accurate job tracking.
Track shipments, deliveries, and project milestones.
Enter and maintain project details in Company ERP tool.
Cookpilot Start-Up with internal Company Service department and external Service teams.
Cookpilot Warranty documentation and O&M manuals (IOMs).
Support billing documentation and project closeout requirements.
Ensure timely follow-up on open project items.
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.
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.
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.
Microsoft Office Suite (Excel, Word, Outlook).
Bluebeam Revu or similar take-off software.
Manufacturer quoting or ordering systems (preferred).
Pay
Base Compensation: $22.00/hr. - $46.00/hr.
Schedule
Not specified.