Inside Sales Representative
About The Position
The Inside Sales Representative (ISR) plays a critical support role within our sales team. You’ll work directly with our PSG Project Sales Representatives (PSRs) to develop relationships with the clients assigned to each PSR, provide accurate estimates and proposals, support CRM updates, and ensure project scope alignment. You’ll also serve as a resource to help the sales team manage the project cycle, develop project scope documentation, and strengthen client engagement. This is an ideal position for a detail-oriented professional who enjoys supporting a fast-paced team and growing into an outside sales representative or a sales leadership role.
Requirements
- 2–5 years of experience in sales support, estimating, or inside sales (BAS, MEP, or construction preferred).
- A background in HVAC systems and Building Management Systems (BMS) — technical understanding is a must.
- Proficiency in Microsoft Office Suite, especially Excel and Word.
- Familiarity with CRM platforms (Salesforce experience preferred).
- Excellent written and verbal communication skills.
- Detail-oriented, organized, and collaborative.
- Comfortable working in a support role with opportunities for growth.
Responsibilities
- Collaborate with assigned PSRs to support the development of building automation system proposals and estimates.
- Review facility conditions at a building with a detailed overview of the existing HVAC BAS and detailing of systems that may be obsolete, failed or need replacement.
- Assist in scope creation, review, and pricing for new projects or controls retrofits.
- Help develop and maintain customer relationships through timely support, documentation, and communication.
- Work with CRM (Salesforce) to track leads, update opportunities, and document pipeline activity.
- Prepare and revise proposals based on customer feedback and PSR guidance.
- Support the Sales Turnover Process by helping transition sold projects to operations.
- Stay informed of market developments and help PSRs adapt to changing client or industry needs.
Benefits
- Competitive compensation with performance-based incentives
- Full benefits package (health, dental, 401k match, PTO, paid holidays)
- Career development into sales, estimating, or project management
- Supportive team culture with access to technical and sales mentorship
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
