Inside Service Sales Representative - HVAC

Yale Mechanical•Minneapolis, MN

2d•Onsite

About The Position

Yale Mechanical is seeking a motivated, customer-focused Inside HVAC Service Sales Representative to join our growing team in Minneapolis. This is an onsite, in-office role that supports commercial HVAC service sales through customer communication, quoting, follow-up, and coordination with internal teams. In this role, you will respond to inbound service opportunities, prepare quotes and proposals for repairs, service, and upgrades, follow up on open opportunities, and help convert customer needs into completed work and long-term relationships. You will work closely with technicians, service managers, outside sales representatives, vendors, and customers to ensure a high level of service and support throughout the process. This role is ideal for someone who is organized, responsive, technically curious, and comfortable balancing customer interaction, sales support, and internal coordination in a fast-paced environment.

Requirements

2+ years of experience in inside sales, customer service, sales support, account coordination, or a related role
Experience in HVAC, plumbing, mechanical services, construction, building systems, or a related industry strongly preferred
Solid understanding of HVAC systems, service terminology, and basic equipment applications preferred
Strong verbal and written communication skills, with a professional and confident phone presence
Strong organizational skills and the ability to manage multiple priorities with accuracy and follow-through
Proficiency in Microsoft Office, including Outlook, Excel, and Word
Experience with CRM, quoting, or service management software preferred
Self-motivated, dependable, and team-oriented, with a strong customer service mindset
High school diploma or equivalent required; technical training or HVAC-related education is a plus
Must pass a criminal history background check

Responsibilities

Respond promptly and professionally to inbound calls, emails, and other customer inquiries related to HVAC service, repairs, maintenance, and equipment needs
Prepare accurate quotes, estimates, and proposals for commercial and industrial service customers
Follow up on open quotes, proposals, and service opportunities to support conversion and revenue growth
Build and maintain strong relationships with customers through responsiveness, follow-up, and value-added support
Identify opportunities to upsell or cross-sell repairs, upgrades, maintenance agreements, and energy optimization solutions
Collaborate closely with field technicians, service managers, outside sales representatives, and internal team members to support smooth execution from quote through completion
Maintain accurate customer information, pricing, equipment details, and job records in CRM, quoting, and related systems
Work with vendors and supplier partners to support pricing, availability, and solution development
Support service sales tracking, reporting, and administrative coordination as needed
Represent Yale Mechanical with professionalism, integrity, urgency, and strong customer care in every interaction
Meet or exceed individual and team goals related to service repairs, quoting activity, and add-on opportunities