Project Coordinator/Inside Sales - Applied

CFM•Quinte West, ON

7d•$22 - $46•Hybrid

About The Position

The Project Coordinator / Inside Sales role is a key support function within the sales organization, responsible for driving accuracy and execution across the HVAC project lifecycle. This position supports outside sales teams by managing estimating, quoting, submittals, and order coordination while maintaining strong communication with contractors and manufacturers. The role directly contributes to successful bid outcomes and project delivery. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced construction-driven environment where deadlines, accuracy, and communication are critical.

Requirements

High school diploma or equivalent plus 2+ years of relevant experience, OR Bachelor’s degree plus 1+ year of relevant experience
Experience in construction, HVAC, mechanical contracting, or distribution preferred
Familiarity with estimating, take-offs, quoting, or project coordination
Strong organizational skills with ability to manage multiple priorities
Excellent written and verbal communication skills
Ability to work in a fast-paced, deadline-driven environment
Microsoft Office Suite (Excel, Word, Outlook)
Bluebeam Revu or similar take-off software
Requires willingness to learn CRM systems

Nice To Haves

Manufacturer quoting or ordering systems
General understanding of HVAC systems and equipment
Prior experience with CRM systems

Responsibilities

Assisting outside sales in supporting contractor bids and project opportunities
Perform HVAC take-offs, estimating, and product selection/pricing
Prepare quotations, proposals, and submittits
Enter and manage customer orders and project documentation
Maintain project logs and ensure accurate job tracking
Track shipments, deliveries, and project milestones
Enter and maintain project details in Company ERP tool
Coordinate Start-Up with internal Company Service department and external Service teams
Coordinate warranty documentation and O&M manuals (IOMs)
Support billing documentation and project closeout requirements
Ensure timely follow-up on open project items
Communicate with contractors, engineers, and internal sales teams
Develop strong working relationships with manufacturers as a product liaison
Support customer inquiries with timely and accurate responses
Participate in meetings, training sessions, and occasional site visits
Maintain accuracy and organization across all project documentation
Utilize estimating and productivity tools including Bluebeam Revu and Microsoft Office
Follow company policies and maintain professional standards
Support continuous improvement of internal processes and workflows