Inside Sales Support

Mesa Energy Systems•Fresno, CA

1d•Onsite

About The Position

The Inside Sales Support role provides support to the local branch and its service and sales teams, working closely with customer service representatives and field personnel. Support may include job walks or site visits to gather information about equipment and projects; assisting with bid proposals for new and existing customers and following up on open proposals; completing project delivery binders; supporting maintenance contract renewals; and performing customer-support administration and other tasks assigned by Sales Management. The role involves developing and revising scopes of work and bid materials, coordinating with sales account managers and vendors, preparing booking packages for quoted and sold work, and reporting site findings and customer feedback to company leadership. Onboarding includes field visits during the first three months to learn HVAC terminology and shadowing sales and management team members during the first six months. The position also participates in sales and product training, seeks maintenance opportunities, and builds relationships with customers.

Requirements

Bachelor’s degree in business or engineering.
At least 2 years of customer service experience.
Strong customer presentation skills and demonstrated sales aptitude.
Strong computer skills using Microsoft Office.
Competitive nature.
Reliable, self-driven, organized, articulate, and goal oriented.
Excellent problem-solving skills.
Ability to communicate clearly, manage time effectively, multitask, and prioritize.
Ability to identify different customer personalities and adapt or respond accordingly.

Nice To Haves

HVAC experience is preferred.

Responsibilities

Develop or complete written scopes of work for quoted maintenance or service work.
Attend maintenance contract renewal meetings and support preparation of bid documents and proposals related to maintenance contracts.
Communicate with sales account managers about renewals being addressed.
Conduct site visits to gather information needed to serve customers.
Contact vendors as needed to obtain costs for services required for quoted maintenance work.
Work with departments within Mesa to complete assigned tasks.
Amend or adjust scopes, bid documents, and presentation materials as requested or required.
Prepare booking packages for work quoted and sold by a customer service representative or as requested by management.
Attend maintenance sales training and sales meetings, and participate in them as applicable.
Present new technology and enhanced preventive maintenance services when opportunities arise.
Report findings, customer opinions, pictures, and results to company leadership.
Maintain communication with the branch and the service or sales personnel being supported.
During the first three months, participate in on-site visits with field personnel to learn HVAC terminology needed to prepare proposals.
During the first six months, shadow sales team members and management.
Prospect for and identify new maintenance opportunities when available.
Build rapport with new and existing customers to maintain positive relationships and trust.
Participate in product and sales training and professional training provided by EMCOR/Mesa.