HVAC Design & Load Analyst - Commercial Estimating Team (Onsite)

ZipRecruiter; Livonia (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading HVAC distributor in Michigan is looking for an HVAC Load Calculation Specialist to perform load calculations and duct designs. The role involves close collaboration with sales to deliver precise system designs. Ideal candidates will have experience in customer service and HVAC systems, with strong communication skills. This position offers work flexibility, including some travel.

Benefits

Business Phone Program

Qualifications

• 2+ years in customer service, inside sales, or administrative support role—preferably in construction.
• Experience with HVAC systems, including support or coordination roles.

Responsibilities

• Respond to inquiries about hydronic products and services.
• Assist with estimating and quoting large hydronic jobs.
• Manage CRM entries and client records.

Skills

Sales cycles familiarity

Quoting procedures

Salesforce

HubSpot

SAP

Verbal communication

Written communication

Task prioritization

Education

High School diploma or GED equivalent

Job description

Overview

The HVAC Load Calculation Specialist for the Commercial Quote Team performs residential and light commercial load calculations, duct designs, and equipment selections following ACCA Manual J, S, and D standards. You’ll work closely with the sales and quoting teams to deliver accurate system designs that meet customer needs. May provide sales support to the field as required.

Responsibilities

• Respond to customer inquiries about the company’s hydronic products and services, including pricing, availability, and lead times.
• Estimate large residential and commercial hydronic jobs and assist sales representatives with quoting, proposal preparation, and bid documentation.
• Enter customer orders, verify product specifications and delivery options, and process purchase orders for timely delivery of HVAC equipment.
• Collaborate with other departments to ensure customer satisfaction and maintain strong relationships with hydronic clients and contractors.
• Work with team members to pursue new hydronic business opportunities and coordinate follow-ups on sales leads, proposals, and outstanding quotes.
• Manage CRM entries, update client records, and track sales pipeline activities, preparing reports, forecasts, and performance metrics as needed.
• Schedule meetings, site visits, and product presentations for the sales staff.
• Liaise between sales, operations, and logistics to ensure seamless project execution.

Knowledge and Skills

• Familiarity with sales cycles, quoting procedures, and proposal development.
• Experience using platforms like Salesforce, HubSpot, or SAP for managing customer data and workflows.
• Clear and professional verbal and written communication with clients, vendors, and internal teams.
• Ability to juggle multiple projects, prioritize tasks, and meet deadlines.

Experience

• 2 years in customer service, inside sales, or administrative support role—preferably construction-related industry.
• History of working with HVAC systems (even in a support or coordination capacity).

Education

• High School diploma or GED equivalent, some college

Physical Requirements / Working Environment

• Must be able to perform essential responsibilities with or without reasonable accommodations. Some travel may be required – up to 20%. Work schedule may extend outside of standard business hours and days.
• Position qualifies for the Business Phone Program, offering either a company-issued device or reimbursement for approved personal device usage.

Company Information

Williams Distributing Co. and Shoemaker Inc., part of Daikin Comfort Technologies North America, Inc., a leading wholesale distributor in Michigan, Ohio, and Indiana, specializing in HVAC equipment and residential products like Kitchen and Bath, Hearth, and Garage Doors. Our mission is to enhance living environments through quality products and services while working closely with dealers, builders, contractors, designers, and architects. Learn More About Williams Distributing

The Company provides equal employment opportunity to all employees and applicants regardless of a person’s , , (including dress or grooming practices), creed, (including use restrictions), citizenship, uniform service member or veteran status, ancestry, , physical or mental (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, , , (over 40), orientation, , or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.

Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.