Project Coordinator/Inside Sales

CFM•Colorado Springs, CO

3d•Onsite

About The Position

CFM Company is hiring Project Coordinator / Inside Sales candidates across multiple experience levels to support outside sales and help move commercial HVAC projects from initial bid through order fulfillment and project closeout. Depending on experience, the role may involve reviewing plans and specifications, performing takeoffs, preparing estimates and quotations, coordinating submittals, entering orders, tracking equipment, and communicating with contractors and manufacturers. The position combines technical learning, customer support, and project coordination in a fast-paced construction environment where accuracy, organization, responsiveness, and follow-through are important. The work involves supporting commercial HVAC estimating and sales activities; coordinating orders, equipment, documentation, and project milestones; and serving as a liaison among customers, manufacturers, outside sales representatives, and internal teams. The employee uses Bluebeam Revu, Microsoft Office, manufacturer systems, and internal business tools, and helps maintain complete project records and follow established processes. The position operates primarily in a professional office environment with frequent computer use and stakeholder communication. Occasional travel may be required for customer meetings, job-site visits, or manufacturer training. Physical requirements may include light lifting, filing, and other general office activities.

Requirements

Meet one of the following education and experience combinations: high school diploma or equivalent with at least two years of relevant experience, or a bachelor’s degree with at least one year of relevant experience.
Relevant experience may include commercial construction, HVAC, mechanical contracting, technical distribution, estimating, quoting, order coordination, inside sales, or project coordination.
Strong organization and attention to detail.
Ability to manage multiple projects, deadlines, and changing priorities.
Clear written and verbal communication.
Ability to review detailed technical or project information accurately.
Strong follow-through and ownership of open items.
Comfort working in a fast-paced, deadline-driven environment.
Willingness and ability to learn commercial HVAC equipment and systems.
Proficiency with Microsoft Excel, Word, Outlook, and Teams.
Ability to learn manufacturer selection, pricing, and ordering tools.

Nice To Haves

Experience in commercial HVAC, mechanical contracting, construction, or technical distribution.
Experience performing takeoffs, estimating, quoting, or product selection.
Experience preparing submittals or reviewing construction drawings and specifications.
Familiarity with Bluebeam Revu or similar takeoff and document-review software.
Experience with manufacturer quoting or ordering platforms.
Experience using ERP or CRM systems.
General knowledge of commercial HVAC systems and equipment.

Responsibilities

Support outside sales representatives with contractor bids and project opportunities.
Review plans, specifications, schedules, and customer requirements.
Perform HVAC takeoffs, estimating, product selection, and pricing.
Prepare quotations, proposals, and technical submittals.
Follow up on open quotes, project requirements, and customer requests.
Enter and manage customer orders, project details, and supporting documentation.
Maintain accurate project logs and job records within the company’s ERP and related systems.
Track equipment, shipments, deliveries, deadlines, and project milestones.
Coordinate equipment start-up with internal service teams and external service providers.
Coordinate warranty documentation and operation, installation, and maintenance manuals.
Support billing documentation, turnover requirements, and project closeout.
Identify missing information or potential delays and follow through until resolved.
Communicate with contractors, engineers, manufacturers, outside sales representatives, and internal teams.
Serve as a product and project liaison between customers, manufacturers, and CFM.
Provide timely and accurate updates regarding pricing, product availability, lead times, orders, and deliveries.
Participate in customer meetings, manufacturer training, internal meetings, and occasional job-site visits.
Build productive working relationships with customers and manufacturing partners.
Maintain accurate, complete, and organized project documentation.
Use Bluebeam Revu, Microsoft Office, manufacturer systems, and internal business tools.
Follow established company processes and professional standards.
Help identify and implement improvements to internal processes and workflows.