HVAC Inside Sales & Proposals Lead

Socket.dev; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Socket.dev is looking for an experienced Inside Sales Coordinator to join our Sales team and help grow customer relationships, support proposals, coordinate marketing activities, and improve our sales process. This role bridges sales, engineering, marketing, and project management for HVAC applications.

You’ll coordinate proposals, manage key accounts, monitor leads, and maintain CRM, while working with engineering to verify specifications and ensure timely, accurate quotes.

Qualifications

• Bachelor’s degree in Engineering with HVAC/PM exposure.
• 5+ years in HVAC, engineering, sales, project management, or related field.
• Ability to read and interpret technical specifications, drawings, schematics, RFQs.
• Strong written, verbal, presentation, and customer relationship skills.
• Must be authorized to work in the United States.

Responsibilities

• Coordinate Inside Sales initiatives to generate new business and increase sales opportunities.
• Manage and grow relationships with key house accounts to drive retention and repeat sales.
• Monitor and follow up on leads generated through the company website and Inside Sales activities.
• Coordinate proposals and technical information between Sales and Engineering.
• Review customer specifications, drawings, schematics, and RFQs to help determine appropriate equipment and solutions.
• Assist with specification verification, deviations, substitutions, and exceptions.
• Manage customer change orders and monitor proposal terms and conditions.
• Coordinate project schedules and timelines and communicate status to customers when needed.
• Participate in customer visits, design reviews, and follow-up meetings.
• Oversee CRM usage and configuration to track sales activity, opportunities, and performance.
• Coordinate with our outside marketing firm and provide technical input for website content and sales literature.
• Identify opportunities to improve our sales processes and customer experience.
• Support product innovation initiatives by providing technical and customer feedback.
• Maintain current technical and industry knowledge through professional development and industry involvement.

Skills

HVAC knowledge

CRM proficiency

Project coordination

Reading drawings/schematics/RFQs

Customer relationship management

Budgeting/margins

Education

Bachelor’s degree in Engineering

HVAC Technology/Marketing/PM exposure

Marketing or PM experience

Tools

CRM software

Microsoft Office / Spreadsheets

Job description

Socket.dev is looking for an experienced Inside Sales Coordinator to join our Sales team and help grow customer relationships, support proposals, coordinate marketing activities, and improve our sales process. This role bridges sales, engineering, marketing, and project management for HVAC applications.

You’ll coordinate proposals, manage key accounts, monitor leads, and maintain CRM, while working with engineering to verify specifications and ensure timely, accurate quotes.