Inside Sales

JOB TITLE:      Inside Sales

FLSA STATUS: Exempt

 

SUMMARY:

Position Purpose:   Assist sales engineers in the sales of commercial and industrial HVAC equipment by providing general inside support.  Assists with project execution / management and some outside sales functions on specific accounts.  Help sales engineers and customers with price quotations, ordering of equipment, technical information, equipment returns, and expediting orders.  Strong emphasis on customer service. As discussed, there will be initial account assignments with intent to expand this list as you acclimate to HMI and our customer base.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The following duties and responsibilities are an outline and should not be considered an all-inclusive list. As the needs of the organization change, duties may be modified.

 

• Collaborate with sales engineers to understand customer requirements, to promote the sale of company products and to provide sales support.

• Confer with customers and sales engineers to assess HVAC equipment needs and to determine system requirements.

• Complete take-off of HVAC equipment from building plans.

• Develop equipment price quotations/proposals for customers based on customer request or information from sales engineer, present quotation to customer, and upon acceptance of quotation, provide technical document submittals as required.

• Assemble technical documents for submittal package, type equipment schedules and prepare the submittal data for the order correspondent to complete.

• Submit HVAC equipment orders to the manufacturers via online software or typed purchase orders. If equipment needed is in stock at the Hahn Mason Air Systems warehouse (consult the stock catalog), place a warehouse order.

• Coordinate all bidder quotes with branch offices. Verify updated pricing and accuracy of quotes received from other sales teams.

• Interact with customers to provide information in response to inquiries about products, costs, shipping, etc. and try to resolve any complaints as quickly and efficiently as possible.

• Maintain quotation and pre-order correspondence files. Keep order correspondent updated on orders.

• Assists with project execution / management and some outside sales functions on specific accounts. 

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PHYSICAL DEMANDS:

While performing the duties of this job, the individual must be able to remain in a stationary position for 60 percent of the time while operating their computer and performing office work. The individual needs to move about inside the office and at work sites. They constantly operate a computer and other office productivity machineries, such as a calculator, copy machine, fax machine, and computer printer. They must be able to exchange accurate information with customers and others in the office while interacting. The employee must regularly lift and /or move up to 15 pounds, and occasionally lift and/or move up to 25 pounds. The individual must be capable of reviewing their work for errors and making adjustments as necessary.

 

WORK ENVIRONMENT:

 

The noise level in the work environment is usually low to moderate but can escalate to high if visiting a work site. The individual frequently works in a controlled climate.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.