Inside Sales Specialist

Dallas Mechanical Group • Lewisville, TX

6d • Onsite

About The Position

Dallas Mechanical Group (DMG) is seeking a collaborative, customer-focused Inside Sales professional with sales knowledge and industry experience, along with strong communication, analytical, and problem-solving skills. The role supports the Service Sales team in meeting sales, customer service, and project management objectives by coordinating opportunities from initial identification and proposal development through project booking and order tracking. It works closely with sales team members, customers, national accounts, equipment suppliers, subcontractors, and internal departments to help manage opportunities and projects accurately, efficiently, and on schedule.

The position involves supporting proposals, estimates, submittals, purchase orders, booking packages, project documentation, CRM and ERP data, and follow-up on outstanding opportunities and orders. It also supports customer requests and sales team administration, contributes to sales meetings and continuous improvement, and helps coordinate project handoffs with internal teams. This is an in-office position in a professional, climate-controlled office environment.

Requirements

• Prior experience in inside sales, service sales support, estimating, project coordination, facilities management, or operations and maintenance is preferred.
• 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

• Experience within the HVAC, mechanical services, building systems, facilities management, or related industry is strongly preferred.
• Basic understanding of HVAC systems, equipment, components, and terminology is preferred, with willingness and ability to develop additional technical knowledge.
• Experience working with CRM and ERP systems is preferred.

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 with Sales team members, national account customers, equipment suppliers, subcontractors, and internal departments by phone and email.
• 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 obtain information on time.
• Assist with preparing, formatting, and delivering customer proposals, estimates, and other sales 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 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 follow up on identified action items.
• Collaborate with Sales, Operations, Service, and other internal teams to support 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.

Benefits

• Competitive pay and health and wellness benefits, including medical, dental, and vision insurance, insured life and disability plans.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• 401(k) Savings Plan options with employer match.
• Employee Assistance Program (EAP).
• Paid Time Off.
• Eight paid holidays per calendar year.

What This Job Offers

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