Inside Sales Engineer - Level II (Data Center)

Air Treatment Corporation•Brea, CA

32d•Onsite

About The Position

Inside Sales Engineer – Level II acts as a liaison between internal customers, and manufacturers. Constant communication is required to provide general information, service, maintenance, and repair updates related to the different stages of the product/project. This role is part of a dynamic, collaborative work environment focused on high-quality customer service and employee growth.

Requirements

Strong technical HVAC background
Excellent verbal communication skills, demonstrating tact and diplomacy.
Excellent interpersonal and customer service skills.
Excellent organization skills and attention to detail.
Proficient in time management and ability to meet deadlines on assignments.
Demonstrated problem solving skills.
Proficient with Microsoft Office Suite (Outlook, Word, Excel), Internet Browser (Chrome), and related Microsoft CRM software.
Associate degree with three years of directly related HVAC industry experience.
One to three years of related experience required.
Vaid driver’s license and no major driving violations.

Nice To Haves

Bachelor’s degree in related field / B.S. in Mechanical Engineering preferred.

Responsibilities

Review bid calendars from customers.
Identify project opportunities to bid.
Perform takeoff – including interfacing with customer as necessary to collect relevant bid documents, plans, and specifications.
Use multiple factory software tools to create equipment selections, performance data and specifications.
Generate quote letters and price summaries based on customer requests and/or project plans and specifications.
Communicate with factories for special options and pricing.
Update and manage bid documents and quote requests in ATC CRM.
Create submittal documents for various products.
Work with sales engineers to gain approval for submittmits.
Enter orders to factories.
Enter stock orders in ATC CRM.
Relay shipping information between factory and customer.
Interact with credit team and CRM coordinators as necessary.
Track orders/shipments as necessary.
Coordinate equipment startup requirements with ATC Service department.
Assemble project closeout documents.
Process warranty claims with manufacturers.
Process and track RMAs with customers and manufacturers.
Update and manage orders in ATC CRM.
Provide engineering support as needed.
Attend jobsite and/or customer visits to assist sales engineers.
Attend in-house factory training, ATC trainings, factory/webinar and online trainings.
Train fellow ISEs upon attending factory training sessions.
Be knowledgeable of locations for factory literature and technical resources.
Keep current with factory software versions.
Assist and direct customers with requests.
Demonstrate a working knowledge of ISE Level 1 skillset, as well as knowledge of factory resources and proper engagement of their assistance.