HVAC Inside Sales & Customer Service Pro

Ultipro; Walnut (CA); On-site; USD 28,000 - 34,000; Full time

Job summary

Ultipro in Walnut, CA is seeking a CSR/Inside Sales Representative to sell HVAC products and services to prospective and existing customers. You will handle inquiries by phone, email, or in person, assess needs, and guide customers through the sales process in alignment with company policies.

You will collaborate with Branch Manager to expand territory, maintain dealer relationships, and ensure timely order processing, warranty support, and accurate documentation.

Qualifications

• 3–6 years of progressive sales experience.
• 3+ years in the HVAC industry.
• High School diploma or GED; some college preferred.

Responsibilities

• Help the Division deliver on its sales including the new business component by helping to maintain accounts through active communication of new product launches, services, supplies and new products sales and or discounts via outbound calls.
• Provide excellent customer service via face to face, phone calls and e-mails.
• Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes and delivery dates - ensure accuracy of information being entered to guarantee the correct item(s) are ordered.
• Recommend alternate products based on cost, availability or specifications as needed.
• Obtain and monitor scheduled shipment dates to ensure timely delivery and expedite as needed. Coordinate with manufacturing, sales, distribution, and vendors regarding shipments.
• Generate new and repeat sales by providing product and technical information in a timely manner.
• Educate customers about product terminology, features and benefits in order to improve sales and customer satisfaction.
• Provide accurate information regarding availability of in-stock items.
• Assist customers with warranties and returns.
• Collaborate with the Branch Manager to determine best methods to resolve problems to ensure customer satisfaction and adherence to the organization’s policies. Coordinate problem resolution with appropriate departments.
• Periodically reach out to customers to determine satisfaction with the organization, products, and services
• Maintain records and prepare reports on sales activities.
• Expand knowledge of HVAC products and keep current with latest trends within the industry
• Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible.
• Understand and follow work instructions, operating procedures, and company policies.
• Participate in additional projects/activities to support ongoing business needs.

Skills

HVAC knowledge

MS Office

Customer service

Communication

Time management

Attention to detail

Education

High School diploma

Tools

Microsoft Office

Database applications

Job description

Ultipro in Walnut, CA is seeking a CSR/Inside Sales Representative to sell HVAC products and services to prospective and existing customers. You will handle inquiries by phone, email, or in person, assess needs, and guide customers through the sales process in alignment with company policies.

You will collaborate with Branch Manager to expand territory, maintain dealer relationships, and ensure timely order processing, warranty support, and accurate documentation.