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.
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.
Project Execution & Coordination
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
Supporting 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.
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.
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.
Physical Requirements
- Light lifting, filing, and general office activity as needed.
Employment Practices
- Equal opportunity employer.
- Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.
Salary Range
Base salary - $22.00/hr. - $46.00/hr.