Inside Sales I

McMillan James Equipment Company • Grapevine, TX

4d

About The Position

The Inside Sales Representative supports sales and project execution for custom commercial HVAC systems. The role provides technical sales support, prepares quotes and submittals, and facilitates communication with customers, contractors, engineers, and the outside sales team. It combines customer service skills with technical aptitude and attention to detail to support projects from lead through fulfillment.

Requirements

• At least 2 years of experience in inside sales, estimating, or project coordination; HVAC or building systems experience is preferred.
• Ability to read and understand mechanical drawings, specifications, and technical documentation.
• Proficiency with Microsoft Office.
• Strong communication, problem-solving, and organizational skills.

Nice To Haves

• Bachelor’s degree in Business, HVAC Technology, Engineering, or a related field.
• Experience with CRM and quoting software.
• Technical aptitude and interest in HVAC technologies and system design.
• Customer-focused, proactive, and professional approach to sales support.
• Detail-oriented ability to manage multiple projects and deadlines.
• Collaborative approach and willingness to work cross-functionally with sales, operations, and engineering teams.

Responsibilities

• Serve as the primary inside sales contact for system inquiries, proposals, and project support.
• Prepare accurate and timely quotes, submittals, and order documentation based on plans, specifications, or customer input.
• Support outside sales representatives with internal follow-up tasks, customer communication, and project coordination.
• Assist with equipment takeoffs from plans and mechanical drawings, or coordinate with engineering as needed.
• Respond to customer questions about product selection, pricing, availability, and technical specifications.
• Maintain knowledge of HVAC technologies and offerings from represented major manufacturers.
• Track and manage order progress, lead times, and delivery schedules in collaboration with logistics and operations teams.
• Maintain accurate records in the CRM system and help identify follow-up opportunities.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed