Inside Sales Specialist

Dallas Mechanical Group LLC•Lewisville, TX

8d•Onsite

About The Position

Dallas Mechanical Group (DMG) is seeking a collaborative, customer-focused Inside Sales professional with sales knowledge and industry experience. The Inside Service Sales professional supports the Service Sales team in meeting sales, customer service, and project management objectives. The role coordinates sales opportunities from initial identification and proposal development through project booking and order tracking, working with Sales team members, customers, national accounts, equipment suppliers, subcontractors, and internal departments to help ensure opportunities and projects are managed accurately, efficiently, and on schedule. The position develops and maintains working knowledge of HVAC systems, equipment, components, terminology, and service solutions. It supports proposal and estimate preparation, pricing and proposal coordination, project submittals, purchase orders, order tracking, booking packages, ERP+ project entry, CRM and pipeline records, project documentation, customer requests, and effective project handoffs. This is an in-office role in a professional, climate-controlled office environment with typical office noise levels.

Requirements

Strong customer service, communication, and presentation skills with demonstrated sales aptitude.
Ability to communicate professionally and effectively with customers, vendors, subcontractors, and internal stakeholders.
Strong organizational skills and ability to manage multiple priorities, deadlines, proposals, and projects simultaneously.
Strong attention to detail and commitment to accuracy in proposals, purchase orders, project documentation, and system data.
Demonstrated problem-solving, analytical, and troubleshooting skills.
Proficiency with Microsoft Office, including Outlook, Word, and Excel; strong Excel skills are required.
Ability to learn new software, technical concepts, processes, and systems quickly.
Ability to work independently and collaboratively within a team environment.
Ability to adapt to changing priorities and respond effectively in a fast-paced service environment.

Nice To Haves

Prior experience in inside sales, service sales support, estimating, project coordination, facilities management, or operations and maintenance.
Experience in the HVAC, mechanical services, building systems, facilities management, or a related industry.
Basic understanding of HVAC systems, equipment, components, and terminology, with willingness to develop additional technical knowledge.
Experience working with CRM and ERP systems.

Responsibilities

Support the Sales team in achieving sales, customer service, and project management objectives.
Coordinate sales opportunities and projects from proposal development through booking, purchasing, and order tracking.
Communicate regularly by phone and email with Sales team members, national account customers, equipment suppliers, subcontractors, and internal departments.
Develop and maintain working knowledge of HVAC systems, equipment, components, terminology, and service solutions.
Solicit pricing and proposals from equipment suppliers and subcontractors, and follow up to ensure timely receipt.
Assist with preparation, formatting, and delivery of customer proposals, estimates, and other sales-related documentation.
Prepare, coordinate, and track project submittals and supporting documentation.
Generate and distribute purchase orders and monitor equipment, material, and subcontractor orders through completion.
Assemble complete and accurate booking packages and enter projects into ERP+.
Maintain organized and accurate Service Sales files and project documentation.
Maintain accurate sales opportunity, pipeline, customer, and activity information in the CRM system.
Track outstanding proposals, opportunities, orders, and other sales activities and follow up as appropriate.
Assist Sales team members with customer requests, project information, pricing coordination, and administrative needs.
Participate in Sales meetings and assist with follow-up on identified action items.
Collaborate with Sales, Operations, Service, and other internal teams to support effective project handoff and execution.
Share best practices and contribute to continuous improvement within the Service Sales team.
Maintain confidentiality of customer, employee, pricing, financial, and other sensitive business information.
Comply with company operating policies, procedures, safety requirements, and applicable programs.
Perform other duties as assigned.