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Commercial Inside Sales

General Description: Responsible for quoting, selling, recommending, and providing information for all commercial and residential products sold by HVAC Distributors. Supports all company sales initiatives, the outside and inside commercial sales group, and commercial plan and spec department.   

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Essential Duties and Responsibilities:

  • Assists Commercial Outside Sales personnel in developing potential and established accounts.
  • Handles incoming calls and other correspondence from customers and commercial outside sales staff in order to provide quotations, sales orders, direct ship orders and information regarding status of orders.
  • Provide quotations from customer lists and small project takeoffs.
  • Provides application, technical and cross-referencing assistance to internal and external customers.
  • Provides product recommendations and quotations to customers collaborating with Applications engineering for design assistance as needed.
  • Follows up weekly with assigned customers to ascertain bid status and records won/loss data in SalesForce CRM and/or Eclipse as required.
  • Processes and enters customer requests and provides plan and spec quotation support to the commercial estimators.
  • Review open order queues on a daily basis and follows up with customers to ascertain ship dates.
  • Works with Order Fulfillment Manager to facilitate the completion of project submittals, obtain necessary approvals, gather required documentation and procure materials once job is awarded in accordance with SOPs.

Education and/or Experience:

  • Undergraduate degree in mechanical engineering or HVAC related coursework.
  • 5 years HVAC estimating, project management or sales experience.
  • Knowledge of Microsoft Office products such as Word, Excel, PowerPoint, and Outlook.
  • Ability to achieve proficiency in SalesForce and Eclipse ERP.

Knoweldge, Skills & Abilities:
To perform the job successfully, an individual should demonstrate the following skills and abilities:

  • Previous customer service and account maintenance required.
  • Excellent communication and follow-up skills.
  • High level of customer service urgency with close attention to detail.

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HVAC Distributors, Inc. is proud to be an equal opportunity employer committed to hiring a diverse workforce.


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