Inside Sales Representative - HVAC

About This Role

The Inside Sales Representative will join an HVAC Aftermarket/Hydronic team, specializing in HVAC Parts Sales for an HVAC/R manufacturer's representative in Wisconsin. This role focuses on sales support, including order entry, quoting, research, and proposal delivery for HVAC/R parts.

Responsibilities

• Learn about HVAC equipment, Hydronics technology and associated components to assist with customer requests
• Prepare quotations, including pricing and estimates
• Read and interpret mechanical plans to ensure accurate order handling
• Enter and revise orders in supplier-provided software
• Update internal ERP system – Infor/NetSuite
• Monitor and communicate order statuses to customers and the sales team
• Generate and review inspection reports
• Identify sales opportunities and route to appropriate salesperson
• Answer phones, customer inquiries, and provide basic customer service

Requirements

• 2+ years experience in the professional workforce (office/sales role)
• 1+ years working in the HVAC/R arena with an understanding of a variety of HVAC parts and components
• 1+ years experience working with customers – communicating daily customer information
• 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
• Strong listening skills
• Ability to multi-task, prioritize, and manage time effectively

Qualifications

• 2+ years experience in the professional workforce (office/sales role) and 1+ years experience working in the HVAC/R arena with an understanding of a variety of HVAC parts and components. Also 1+ years experience working with customers communicating daily customer information.

Nice to Have

• Bachelor's Degree
• Experience using a CRM – Infor and/or NetSuite
• Experience in Hydronics systems
• Familiarity with reading mechanical plans

Skills

* Required skills

Benefits