Service Sales Assistant

Pacific Coast Trane • Sunnyvale, CA

8d • $85,000 - $95,000

About The Position

Pacific Coast Sales & Service is the San Francisco district office representing the Trane Company that manufactures, manages and services HVAC equipment systems and controls.
We are seeking a Service Sales Assistant to join our Sales team in Sunnyvale, CA. The Sales Assistant supports Sales Engineers by coordinating technical sales activities, preparing proposals and quotations, managing customer interactions, and ensuring smooth execution of pre-sales. This role bridges administrative support and technical sales coordination to help drive successful project outcomes.

Requirements

• Degree in Business, Engineering, or related field, or 3–5 years of experience in sales support, technical sales, or coordination roles
• Ability to understand technical service products and communicate effectively with sales engineers and customers
• Strong organizational, multitasking, and communication skills
• Proficiency in Microsoft Office, CRM and GP

Responsibilities

• Assist Sales Engineers in preparing technical proposals, quotations, and booking documents
• Coordinate collection of parts identification, pricing, and supporting documentation
• Maintain and update leads, opportunities, and project statuses
• Track quotation progress and follow up with customers and internal teams
• Assist in preparing sales reports, work-in progress, and pipeline summaries
• Act as a point of contact for customer inquiries related to quotes, orders, and timelines
• Coordinate between Sales Engineers, customers, vendors, and internal departments
• Support project handoff from sales to operations to ensure smooth execution
• Convert approved quotations into booked jobs
• Ensure accuracy of pricing, scope, and technical details in orders
• Track order status, delivery timelines, and communicate updates to customers
• Maintain organized records of proposals, contracts, and project documentation
• Assist with basic billing inquiries
• Complete special projects for Service to assist budgeting and future sales
• Analyze and create matrices of equipment for sales budgeting and planning
• Assist Sales Engineers as required

Benefits

• We offer competitive compensation and comprehensive benefits and programs.
• Salary range $85,000 to $95,000, dependent on experience and location.
• We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees