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About the Role

The Inside Sales Representative plays a key role in supporting the sales and project execution of custom commercial HVAC systems. This position provides technical sales support, prepares quotes and submittals, and ensures effective communication with customers, contractors, engineers, and the outside sales team. The ideal candidate combines customer service skills with a technical mindset and attention to detail to help drive the success of projects from lead to fulfillment.

Responsibilities

• Serve as the primary inside sales contact for system inquiries, proposals, and project support.
• Prepare accurate and timely quotes, submittals, and documentation for orders based on plans, specifications, or customer input.
• Support outside sales representatives by managing internal follow-up tasks, customer communication, and project coordination.
• Assist with equipment takeoffs from plans and mechanical drawings or coordinate with engineering as needed.
• Respond to customer questions regarding product selection, pricing, availability, and technical specifications.
• Maintain knowledge of HVAC technologies and offerings from major manufacturers represented.
• Track and manage order progress, lead times, and delivery schedules; collaborate with logistics and operations teams.
• Maintain accurate records in the CRM system and help identify follow-up opportunities.

Requirements

• Ability to read and understand mechanical drawings, specifications, and technical documentation.
• Proficiency with Microsoft Office.
• CRM and quoting software experience a plus.
• Strong communication, problem-solving, and organizational skills.
• Technical aptitude and interest in HVAC technologies and system design.
• Customer-focused with a proactive and professional approach to sales support.
• Detail-oriented with the ability to manage multiple projects and deadlines.
• Collaborative mindset and willingness to work cross-functionally with sales, operations, and engineering teams.

Skills

• Sales support
• Quoting
• Submittal preparation
• Customer communication
• Project coordination
• Equipment takeoffs
• Technical specifications
• HVAC technologies
• Order tracking
• Lead time management
• Delivery scheduling
• CRM software
• Quoting software
• Microsoft Office
• Communication skills
• Problem-solving skills
• Organizational skills

Experience Level

• 2+ years of experience in inside sales, estimating, or project coordination (preferably in HVAC or building systems).

Education Level

• Bachelor’s degree in Business, HVAC Technology, Engineering, or a related field preferred.