Dedicated Inside Sales

McMillan James Equipment Company•Grapevine, TX

12d

About The Position

The Dedicated Inside Sales Associate supports a specific outside sales representative and their customer portfolio, serving as the primary internal partner for quotes, communication, and project follow-through. Unlike shared-service team members who assist a broader pool, this role focuses on assigned accounts to build familiarity and improve responsiveness, consistency, and project execution. The ideal candidate is detail-oriented, customer-focused, and motivated to help the sales representative and customers succeed from proposal through delivery.

Requirements

1–3 years of inside sales, estimating, order management, or project coordination experience; HVAC or building systems experience is a plus.
Ability to read and understand mechanical drawings, specifications, and technical documentation.
Proficiency with Microsoft Office.
Strong written and verbal communication skills, with attention to accuracy and detail.

Nice To Haves

Bachelor’s degree in Business, HVAC Technology, Engineering, or a related field preferred.
CRM or quoting software experience is helpful.
Customer-focused with a professional, solution-oriented approach.
Highly organized and able to manage multiple projects, deadlines, and follow-ups.
Comfortable working in a fast-paced environment with shifting priorities.
Technical curiosity and interest in HVAC systems, equipment, and product application.
Team-oriented mindset and ability to collaborate effectively with sales, operations, and partners.

Responsibilities

Serve as the primary inside sales contact for the assigned outside sales representative and customer group.
Prepare quotes, submittals, pricing packages, and documentation based on plans, specifications, or customer needs.
Coordinate project requirements with the assigned outside sales representative, including follow-ups, status updates, and action items.
Communicate pricing, availability, lead times, and product information to customers and partners.
Track orders, monitor schedules, and proactively address delays to ensure smooth job execution.
Maintain organized project files, CRM updates, and documentation for assigned accounts.
Assist with equipment takeoffs and plan/specification reviews, or coordinate with engineering when required.
Develop working knowledge of products and manufacturers associated with the representative’s territory or segment.
Support customer relationship building through prompt responses, consistent communication, and attentive service.
Work with logistics, operations, and internal teams to move jobs from quote to successful fulfillment.