HVAC Applications Engineer
About The Position
The HVAC Applications Engineer/Inside Sales Engineer assists the outside sales team by delivering customer service and technical support, understanding customer needs, and selecting equipment suited to project requirements. The role maintains and develops customer relationships through quality service and support. It requires a strong technical understanding of HVAC products and systems, along with effective time management, interpersonal, and communication skills. The position works with customers, sales engineers, the H&H sales team, manufacturers, installing contractors, and end users throughout equipment selection, proposal development, order processing, and project support. Duties include reviewing plans and specifications, preparing equipment selections and project documents, checking orders and manufacturer acknowledgments, communicating order status, and providing technical support. Additional functions and requirements may be assigned by management; the job description is not exhaustive and may be changed at the discretion of Hoffman & Hoffman, Inc.
Requirements
- A Bachelor of Science degree in engineering or 2–4 years of work experience in the industry.
- Proficiency with Microsoft Windows OS, Microsoft Word, Excel, and Outlook.
- Strong software skills, as manufacturer selection software and pricing are software-based.
- Ability to complete work accurately and thoroughly.
- Ability to organize and clearly communicate technical information verbally.
- Ability to consistently organize and present information to support team goals.
- Detail-oriented and results-oriented, with the ability to adapt to change and multitask in a deadline-driven environment.
- Self-motivation and ability to take initiative with limited supervision.
- Ability to understand comments and questions during the sales process, give full attention to others, understand their points, and ask appropriate questions at appropriate times.
- Ability to build strong relationships with customers and coworkers.
Nice To Haves
- Knowledge of commercial or industrial HVAC equipment and experience reading construction plans and engineering specifications; preferred but not required.
- Familiarity with Bluebeam Revu, AutoCAD, and Adobe Acrobat.
Responsibilities
- Collaborate with the H&H sales team to understand customer requirements, promote company products, and provide sales support.
- Consult with customers and sales engineers to assess HVAC equipment needs and determine system requirements.
- Maintain detailed records and project notes concerning plan development and equipment selections.
- Complete take-offs and technical selections of HVAC equipment from building plans.
- Work with the H&H team to develop project proposals based on customer requests or information.
- Assemble and review technical documents for primary and supporting project submittal packages.
- Review orders and perform quality assurance checks before submitting them to manufacturers through online software or typed purchase orders.
- Complete internal H&H sales order documentation.
- Review manufacturer acknowledgments to verify equipment and pricing match the customer order.
- Provide weekly shipping and status updates to customers with open orders.
- Attend industry education events, workshops, and manufacturer briefings about current trends and new equipment.
- Maintain detailed revision-control notes for project selections, pricing, and proposals.
- Provide technical installation support to installing contractors and end users.
- Coordinate responses to inquiries with factory application and technical support engineers.
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What This Job Offers
Job Type
Full-time
