HVAC Inside Sales Engineer – Project Solutions Pro

Air Treatment Corporation; Brea (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Air Treatment Corporation in Brea, CA is seeking an Inside Sales Engineer – Level II to act as a liaison between customers and manufacturers. This role requires strong HVAC knowledge, clear communication, and the ability to manage bids from pre-bid through project closeout.

The position reports to the sales/engineering team and involves use of CRM and MS Office for quotes, submittals, orders, and scheduling. Bachelor’s degree preferred with 3 years HVAC experience.

Qualifications

• Associate degree with HVAC related experience required.
• Bachelor’s degree in related field preferred (B.S. in Mechanical Engineering ok).
• One to three years of related experience required.

Responsibilities

• Review bid calendars from customers.
• Identify project opportunities to bid.
• Perform takeoff and collect bid documents.
• Create equipment selections and specifications in factory software.
• Generate quotes and price summaries.
• Coordinate with factories for options and pricing.
• Update bid docs and quotes in ATC CRM.
• Create submittal documents for products.
• Work with sales engineers for submittals approval.
• Enter orders to factories and stock orders in CRM.
• Relay shipping information between factory and customer.
• Coordinate startup requirements with ATC Service.
• Assemble project closeout documents.
• Process warranty claims with manufacturers.
• Process RMAs with customers and manufacturers.
• Update and manage orders in ATC CRM.
• Provide engineering support as needed.
• Attend jobsite/customer visits and trainings.
• Train fellow ISEs on factory training.
• Maintain knowledge of factory literature and software versions.

Skills

HVAC background

Verbal communication

Interpersonal skills

Organization

Time management

Problem solving

Microsoft Office Suite

CRM software

Education

Associate degree in HVAC

Bachelor’s degree in related field

Tools

CRM software

Microsoft Office Suite

Job description

Air Treatment Corporation in Brea, CA is seeking an Inside Sales Engineer – Level II to act as a liaison between customers and manufacturers. This role requires strong HVAC knowledge, clear communication, and the ability to manage bids from pre-bid through project closeout.

The position reports to the sales/engineering team and involves use of CRM and MS Office for quotes, submittals, orders, and scheduling. Bachelor’s degree preferred with 3 years HVAC experience.