Inside Sales Engineer
About The Position
The Inside Sales Engineer assists outside sales in delivering excellent customer service by understanding customer needs, providing technical support, 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 collaborates with the sales team and customers on HVAC equipment requirements, project selections, proposals, submittals, orders, and order updates. It also provides technical installation support and coordinates technical inquiries with manufacturer support engineers. The job description notes that it is not an exhaustive list of duties and that management may assign additional responsibilities.
Requirements
- Bachelor of Science degree in engineering or 2–4 years of work experience in the industry.
- Knowledge of English language content and structure, including vocabulary, spelling, composition, and grammar.
- Proficiency with Microsoft Windows OS, MS Word, MS Excel, and MS Outlook.
- Strong software skills; 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, adaptable to change, and able to multitask in a deadline-driven environment.
- Self-motivated, able to take initiative with limited supervision, and attentive to detail.
- Ability to understand comments and questions during the sales process, listen attentively, understand points being made, and ask appropriate questions.
- Ability to build strong relationships with customers and coworkers.
Nice To Haves
- Knowledge of commercial or industrial HVAC equipment.
- Experience reading construction plans and engineering specifications.
- Familiarity with Bluebeam Revu, AutoCAD, and Adobe Acrobat.
Responsibilities
- Collaborate with the sales team to understand customer requirements, promote company products, and provide sales support.
- Confer with customers and sales engineers to assess HVAC equipment needs and determine system requirements.
- Maintain detailed records and project notes on plans and selections.
- Complete equipment take-offs and technical selections from building plans.
- Work with the team to develop project proposals based on customer requests or information.
- Assemble and review technical documents for project submittal packages.
- Perform quality-assurance checks on orders before submitting them to manufacturers through online software or typed purchase orders.
- Complete internal sales order documentation.
- Review manufacturer acknowledgments to verify listed equipment and pricing against customer orders.
- Provide weekly shipping and status updates to customers with open orders.
- Attend industry education events, workshops, and manufacturer briefings on trends and new equipment.
- Maintain revision-control notes for project selections, pricing, and proposals.
- Provide technical installation support to 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
Career Level
Entry Level
