Inside Service Sales

Dallas Mechanical Group • Lewisville, TX

2d • Onsite

About The Position

As Inside Service Sales, you will assist the Sales Team in executing and achieving sales and project management objectives. This role involves extensive interaction with Sales members, national accounts, and suppliers via phone and email. The ideal candidate will have a basic understanding of HVAC systems, components, and equipment. Responsibilities include soliciting proposals from equipment suppliers and subcontractors, assisting with proposal writing, submittal generation and tracking, purchase order generation, and order tracking. You will also assemble booking packages, book projects in ERP+, maintain service sales folders, write and distribute purchase orders, and track sales and opportunities in the CRM. Active participation in Sales Meetings and collaboration with peers to share best business practices are expected. Compliance with all company operating policies, procedures, and safety programs is required.

Requirements

• A bachelor’s degree in mechanical engineering or business administration is preferred.
• Relevant technical experience, preferably in a Facilities Management or Operations and Maintenance environment.
• Strong customer presentation skills and demonstrated sales aptitude.
• Computer skills using MS Office required.
• Strong Excel skills are required.
• Ability to adapt to changing priorities.
• Strong problem solving and troubleshooting skills.
• Must be able to handle confidential information.
• Must be organized and able to prioritize tasks.

Responsibilities

• Assist sales team in executing and achieving their sales and project management objectives.
• Extensive interaction with Sales members, national accounts, and suppliers via phone and email.
• Able to understand basic HVAC systems, components, and equipment.
• Solicit proposals from equipment suppliers and subcontractors and follow-up with them when needed.
• Assist with proposal writing, submittal generation and tracking, purchase order generation, and order tracking.
• Assemble booking packages and book projects in ERP+.
• Maintain service sales folders.
• Write and distribute purchase orders.
• Maintain tracking of sales and opportunities in the CRM.
• Actively participate in Sales Meetings.
• Collaborate and cooperate with peers to share best business practices.
• Comply with all company operating policies, procedures, and safety programs as established.

Benefits

• Health Insurance: 4 plans available to choose from with Rx coverage
• Health Saving Account (HSA) and Flexible Spending Accounts (FSA) options available
• Dental insurance: 2 plans available to choose from
• Vision insurance
• 401(k) with Employer Match
• Employee referral incentives
• Employee Assistance Program (EAP)
• Competitive PTO
• 8 paid holidays
• Weekly Pay
• The position is incentive eligible.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree