Project Coordinator/Inside Sales - Hydronic Equipment

Sales & Project Support

Aid outside sales teams 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 maintain 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
• Requires willingness to learn CRM systems (prior experience a plus)

Technical Skills

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

Physical Requirements

• Light lifting
• Filing
• General office activity as needed

Work Environment

This position operates in a professional office environment with standard business equipment. The role is primarily desk-based with frequent computer use and communication with internal and external stakeholders. Occasional travel may be required for customer meetings, job site visits, or manufacturer training sessions.

Salary Range

Base compensation: $22.00/hr. - $46.00/hr. Level 1 – Entry (0–2 years): Basic take-offs, quoting support, order entry, guided estimating support, and project tracking. Level 2 – Developing (2–5 years): Independent estimating, submittals, contractor interaction, full project support ownership. Level 3 – Advanced (5+ years): Complex estimating, bid strategy support, manufacturer coordination, high-level project execution.