Job Description

Job Description

Job Description

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:

• Remote office with travel required to other CAVH offices.

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

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