Inside Sales Engineer

Custom Mechanical Solutions•Bellevue, WA

21h•Hybrid

About The Position

Custom Mechanical Solutions delivers energy-efficient HVAC systems across the Pacific Northwest, with deep expertise in healthcare, education, data centers, and retrofit projects. We work with top manufacturers to meet performance and sustainability goals—always focused on quality, care, and progress. If you're ready to grow your career, we’re glad you found us. At CMS, you’ll join a team that supports your development and gives you space to make an impact. We review every application carefully and appreciate your interest in growing your career with our team. We are a quickly growing manufacturer’s rep firm based in Washington that represents commercial & industrial HVAC products. The primary objective of this position is to serve in a comprehensive technical support role under the direction of Account Executives. The Application Engineer works directly with the sales team presale on designs, proposal generation, and job costing. The Application Engineer also acts as the Project Manager’s resident technical expert post-sale. The Application Engineer supports projects throughout their life cycle to prevent a loss of knowledge in the project transition from pre-sale to post-sale. The Application Engineer will leverage operational efficiencies and process synergies to ensure consistency in the family of brands represented. The successful candidate will demonstrate abilities and experience with collaborative team-based customer service and team-based processing/sharing of technical information.

Requirements

Effective interpersonal and customer service skills
Strong written, verbal, and presentational communication skills
Must have the ability to switch quickly between tasks based on priority and timeline.
Works well within a team dynamic to ensure timely execution of tasks.
Critical thinking ability, willingness to learn.
High computer proficiency (comfort with Word, Excel, and using an internet browser)
Experience with Salesforce, Microsoft Dynamics, or other CRM systems.
Technical or Engineering bachelor’s degree required. Preferably in Mechanical, Electrical, or Industrial Engineering.

Nice To Haves

Experience in the field is a plus.
Education and experience in the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule, and processes is a plus.

Responsibilities

Selection of equipment-based engineering performance requirements
Compiling and communicating product updates and improvements
Technical resource for troubleshooting and managing project issues
Developing pricing procedures and schedules for all equipment
Proposal buildout
Conversion of Opportunities to Orders
Submittal generation and resubmittal as required
Document tracking / Information repository
Ordering equipment from manufacturers following established procedure
Review order acknowledgments and confirm accuracy and compliance with the following: Order matches quote and/or approved submittal. Order matches schedules and specs. Proper quantity ordered.
Travel to job sites to assist onsite technicians with technical issue resolution.
Meet or exceed individual objectives as set by the Sales Team Leader
Be an active participant in the Entrepreneurial Operating System (EOS)
Work with Team Leader to create quarterly Rocks with Milestones
Meet or exceed individual metrics as set by Account Executives
Participate in quarterly 1-on-1 meetings with Account Executives to review performance and discuss any issues.