Dedicated Inside Sales Specialist (HVAC & Quotes)

McMillan James Equipment Company; Grapevine (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

McMillan James Equipment Company is seeking a dedicated Dedicated Inside Sales professional in Grapevine, TX. The role focuses on supporting an outside sales representative and their customer portfolio, handling quotes, documentation, and project follow-through to ensure timely delivery.

The ideal candidate is detail-oriented, customer-focused, and capable of coordinating with engineering and logistics to move orders from quote to fulfillment.

Qualifications

• Bachelor’s degree in Business, HVAC Technology, Engineering, or related field.
• 1–3 years of inside sales, estimating, order management, or project coordination experience.
• Ability to read mechanical drawings and technical documentation.
• Proficiency with Microsoft Office; CRM or quoting software helpful.
• Strong written and verbal communication with attention to accuracy and detail.

Responsibilities

• Serve as the primary inside sales contact for the assigned outside rep and customer group.
• Prepare quotes, submittals, pricing packages, and documentation based on plans and specs.
• Coordinate project requirements with the outside rep, including follow-ups and actions.
• Communicate pricing, availability, lead times, and product information to customers.
• Track orders, monitor schedules, and address delays to ensure smooth execution.
• Maintain organized project files and CRM updates for assigned accounts.
• Assist with equipment takeoffs and plan/spec reviews with engineering when required.
• Develop knowledge of products and manufacturers tied to the rep’s territory.
• Support customer relationships through prompt response and attentive service.
• Collaborate with logistics, operations, and internal teams to move quotes to fulfillment.

Skills

Inside sales

Estimating

Order management

Project coordination

Reading drawings

Communication

Education

Bachelor’s degree in Business/HVAC/Engineering or related field

Tools

Microsoft Office

CRM software

Quoting software

Job description

McMillan James Equipment Company is seeking a dedicated Dedicated Inside Sales professional in Grapevine, TX. The role focuses on supporting an outside sales representative and their customer portfolio, handling quotes, documentation, and project follow-through to ensure timely delivery.

The ideal candidate is detail-oriented, customer-focused, and capable of coordinating with engineering and logistics to move orders from quote to fulfillment.