Project Manager / Inside Sales Assistant

Company Overview :

We are a leading commercial HVAC material supplier with an immediate opening for a Project Coordinator / Inside Sales Assistant. Our goal is to effectively promote HVAC equipment sales in the commercial construction market while delivering exceptional service to our customers.

Job Summary :

In this role, you will support Outside Sales Engineers with estimating, project management, and customer service to existing customers.

Key Responsibilities :

• Review Construction Plans : Understand and interpret construction plans and specifications to perform material take-offs and select appropriate materials based on project requirements.
• Job Management : Manage job files, coordinate the submittal process, handle order entries with factories, expedite orders, and process freight claims while following proper documentation and correspondence requirements.
• Customer Relationship Building : Act as a liaison between customers and Outside Sales Engineers, fostering strong relationships with both.
• Communication : Engage regularly with Outside Sales Engineers, factory representatives, and customer personnel to meet project deadlines and customer needs.
• Multitasking : Prioritize daily tasks effectively to ensure exceptional customer service.
• Material Take-offs : Ability to take off material from mechanical drawings, paying attention to important details.
• Quotation Preparation : Price materials using manufacturer software and write quotations for distribution to customers.
• Job Documentation : Set up and manage job files, including proper documentation and correspondence.
• Freight Claims Management : Understand the process for addressing damaged or shorted shipments.
• Billing Processes : Handle factory invoices, customer billing issues, and credit applications, as well as initiate credit card transactions as needed.
• Efficiency : Execute all responsibilities with speed, accuracy, and efficiency.

Ideal Candidates :

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