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 :

Passionate about serving customers

Positive, energetic, and solution-oriented.

Skilled at recognizing and seizing opportunities.

Driven by success.

Qualifications : Education :

Engineering degree (preferably Mechanical Engineering), Building Construction degree, or comparable industry experience.

Experience :

Proven inside sales or project coordination experience, ideally with at least 3 years working with commercial HVAC products.

Skills :

Organizational Skills : Ability to manage 50 to 100 concurrent projects at various stages of development effectively.

Technical Aptitude : Provide comprehensive pre-sale and post-sale support with in-depth product knowledge.

Computer Proficiency : Proficient in Microsoft Windows and relevant software for selection, pricing, quoting, ordering, and communication with factories and customers.

Problem-Solving : Capable of creatively addressing challenges related to applications, delivery, and installation.

Time Management : Skilled in multitasking within a fast-paced environment while adapting to changing priorities and tight deadlines.

Customer Service Orientation : Demonstrates a proactive "can-do" attitude with a strong focus on client satisfaction.

Work Environment :

In office

Reporting Structure :

This role reports to the Head of Project Management

Compensation :

Competitive salary

Comprehensive medical, dental, vision, short-term and long-term disability insurance.

401(k) retirement plan with company match

Paid time off and holidays