Inside Sales Representative - HVAC

Educated Solutions Corp
Wausau, WI

Our client, an HVAC/R manufacturer’s representative based in Wisconsin is seeking an Inside Sales Representative. This business provides HVAC sales, commissioning, and support to a variety of clients around Wisconsin and Northern Michigan and this position acts as the sales support – order entry, quoting, research, and quote/proposal delivery - in relation to a variety of HAVC/R projects. The role is based in Wausau, includes normal M-F hours, NO on-call hours, NO travel, and delivers ongoing training and certification programs. The role pays $53K-$65K per hour based on experience strong benefit/bonus program.


The key to this role is proven ability to be organized, show attention to detail and learn the HVAC/R business. The incumbent will:

  • Understand customer needs and requirements
  • Office duties - answer phones, customer inquiries, basic customer service
  • Data entry into ERP software (Infor/Salesforce)
  • Coordinate shipments and maintain order status reports
  • Coordinate bid day quotations – including pricing and estimating as needed
  • Read and follow mechanical plans
  • Perform order entry and revision using various supplier furnished software packages
  • Assemble and distribute detailed submittals and O&M manuals
  • Route qualified opportunities to the appropriate sales executives for further development and closure


QUALIFICATIONS

  • 2+ years’ experience in the professional workforce (office/sales role)
  • 1+ years’ experience working with customers – communicating daily customer information
  • 1+ years’ experience completing research in any capacity
  • Strong Microsoft Office skills – Excel and Word
  • Strong phone presence
  • Excellent verbal and written communications skills
  • Excellent attention to detail and organization skills
  • Excellent prioritization skills and the ability to “figure things out”
  • Strong listening skills
  • Ability to multi-task, prioritize, and manage time effectively

Preferred but not required

  • Bachelor’s Degree
  • Experience using a CRM – Infor and/or Salesforce
  • Experience in the HVAC/R arena
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