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.
Required 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
Numbers & Facts
Location
Casselberry, Florida
Skills
Billingunmatched
Card Processingunmatched
Cargo/Freightunmatched
Claims Managementunmatched
Claims Processingunmatched
Computer Skillsunmatched
Construction Planningunmatched
Customer Relationsunmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Documentationunmatched
Establish Prioritiesunmatched
Field Salesunmatched
File Managementunmatched
HVACunmatched
Inside Salesunmatched
Manufacturing Softwareunmatched
Material Take Offunmatched
Microsoft Windows Operating Systemunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Post-Salesunmatched
Pre-Salesunmatched
Pricingunmatched
Problem Solving Skillsunmatched
Process Managementunmatched
Project/Program Coordinationunmatched
Project/Program Managementunmatched
Sales Supportunmatched
Sales/Support Engineering (SE)unmatched
Time Managementunmatched
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