HVAC Inside Sales Specialist — Quoting & Project Support

O'Dell HVAC Group; Ottawa; On-site; CAD 65,000 - 75,000; Full time

Job summary

O'Dell HVAC Group in Ottawa (Nepean Office) is seeking an Inside Sales Representative to support the sales process by responding to inquiries, preparing quotations, and coordinating opportunities from inquiry to order fulfillment.

Reporting to the Regional Sales Manager, you will work with customers, vendors, engineers, and internal teams to ensure timely progression of opportunities while delivering exceptional service. Two years in related roles and HVAC industry experience are assets.

Qualifications

• Post-secondary education in Business, Engineering Technology, or a related field, or an equivalent combination of education and experience.
• Minimum of two (2) years of experience in inside sales, sales support, project coordination, or a related role.
• Experience within the HVAC, construction, mechanical, or building services industry is considered an asset.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook, Teams), with experience using ERP and CRM systems; NetSuite experience is an asset.
• Ability to read and interpret technical drawings and specifications is an asset.
• Experience working with contractors, vendors, engineers, and customers.
• Experience preparing quotations, estimates, or supporting complex sales processes.
• Ability to communicate in both English and French is considered an asset.

Responsibilities

• Respond to customer inquiries and provide product, pricing, and lead-time information.
• Prepare accurate and competitive quotations, including support for special pricing requests and bid-spec tenders.
• Follow up on quotations and sales opportunities to support conversion and customer responsiveness.
• Coordinate opportunities from initial inquiry through to successful order entry, ensuring a smooth handoff to Project Coordinators and Project Managers.
• Liaise with customers, vendors, engineers, and internal teams to confirm project requirements and support project success.
• Review project specifications and drawings to assist with product selection and pricing.
• Track opportunities, timelines, and customer requirements, proactively identifying and escalating risks as needed.
• Maintain accurate and up-to-date information within ERP and CRM systems.
• Support the preparation of technical submittals, documentation, and drawing packages.
• Communicate proactively with customers regarding order status, lead times, and product details.
• Manage multiple priorities and respond effectively to urgent requests in a fast-paced environment.
• Contribute to continuous improvement initiatives and support overall team efficiency.
• Other responsibilities as assigned.

Skills

Microsoft Office

ERP systems

CRM systems

NetSuite

Reading technical drawings

Education

Post-secondary education in Business, Engineering Technology, or related field

Tools

ERP

CRM

NetSuite

Job description

O'Dell HVAC Group in Ottawa (Nepean Office) is seeking an Inside Sales Representative to support the sales process by responding to inquiries, preparing quotations, and coordinating opportunities from inquiry to order fulfillment.

Reporting to the Regional Sales Manager, you will work with customers, vendors, engineers, and internal teams to ensure timely progression of opportunities while delivering exceptional service. Two years in related roles and HVAC industry experience are assets.