Project Coordinator/Inside Sales - Applied

Sales & Project Support

Aid outside sales in supporting contractor bids and project opportunities.

• Assist with HVAC take-offs, estimating, and product selection/pricing
• Create quotations, proposals, and submittals
• Manage customer orders and project documentation
• 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

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