Inside Sales Coordinator

Description

As a Service Inside Sales Coordinator, you will have the opportunity support a dynamic team of commercial HVAC Account Managers throughout pre- and post-sales activities. This role will utilize their technical expertise, acting as a central liaison between our internal teams and clients within the bay area to ensure we uphold a seamless sales process and deliver excellent customer service.

• Supports the Service Department with other tasks as business requires.
• Collaborate with external vendors to procure HVAC materials for our commercial clients, ensuring timely communication of lead times to the relevant team members when necessary.
• Maintains assigned area’s quoted repair log and shares updates with the team during office meetings.
• Generate and manage purchase orders while meticulously documenting accurate vendor details, material requirements, part numbers, and other related information.
• Process equipment warranties as required for assigned service team.
• This role may be required to handle physical paperwork, files, office supplies, and using office equipment like a computer, mouse, keyboard, and calculators.
• Assist the Area Foreman as needed with customer questions or concerns.
• Develop pricing proposals for new customers and quoted work/recommendations received from field technicians.
• Engage with customers verbally and written as directed by the Service Account Managers.
• This role does not typically involve heavy lifting, however lighting lightweight items such as files or other office supplies up to 50lbs might be required.
• Maintain and regularly update the customer sales log within the assigned region as required.
• Support the service sales team with pre-sale and post-sale activities.

Requirements

• Working knowledge of HVAC systems and common terminology utilized highly preferred.
• Excellent written and verbal communication skills required.
• Ability to maintain professional relationships with internal team members and customers required.
• Proven ability to be an effective multitasker with great time management and organizational skills required.
• This role may involve working at a desk, computer, or standing for prolonged periods of time.
• 3+ years’ experience as a Service Coordinator within a Sales team or similar role required.
• Highly proficient with various office equipment and programs including MS Office Suite (Word, Outlook, Excel) required.
• 2+ years’ experience working with a mechanical contractor required.
• High school diploma or general education degree (GED; or equivalent combination of education and experience) required.

Benefits

Financial Wellness:401k w/ Employer Contribution / Employee Referral Bonus / “Positive Pulse”

Well-Being: Robust Maternity & Paternity Leave / EAP / Paid Holidays / PTO / Sick Leave / Interactive Breakroom

This is a full-time exempt position. The compensation for this role is $75,000 - $110,000 annually and is based on experience and skillset.

Health: Medical / Dental / Vision / Life & Disability Insurance / FSA

Training + Development

Interview process

Visa Sponsorship

Security clearance