HVAC Inside Sales & Proposals Specialist

Mesa Energy Systems, Inc.; Bakersfield (CA); On-site; USD 41,000 - 47,000; Full time

Benefits offered by this job

Medical insurance (health)

Dental insurance

Vision insurance

Health Savings Account

Flexible Spending Accounts

Life Insurance

Disability Insurance

401(k) Savings Plan

College Coach

Employee Assistance Program

Job summary

Mesa Energy Systems, Inc. in Bakersfield is seeking an Inside Sales Support to back the Local Branch, Service and Sales Teams, including site visits and bid preparation.

The role emphasizes gathering information on equipment, renewing maintenance contracts, and coordinating with vendors and CSR. The candidate should have a business or engineering degree and strong MS Office skills.

Join a full-service HVAC and energy solutions provider with a focus on customer service and growth.

Qualifications

• Bachelor’s degree in business or engineering is required.
• 2+ years’ experience in customer service.
• Experience in the HVAC is preferred.
• Strong customer presentation skills and a demonstrated sales aptitude.
• Strong computer skills using MS Office required.
• Competitive nature.
• Reliable, self-driven, organized, articulate, and goal oriented.
• Excellent problem-solving skills.
• Ability to communicate clearly, manage time effectively, multi-task, & prioritize.
• Able to identify different types of customer personalities and adapt/respond accordingly.

Responsibilities

• Develop and complete scopes of work for maintenance or service work.
• Attend all maintenance contract renewal meetings.
• Support bid temps and proposals related to maintenance contracts.
• Communicate with sales account managers regarding renewals being addressed.
• Complete site visits to gather information required to better serve our customers.
• Communicate with vendors as needed to gather costs for services needed to complete the maintenance being quoted.
• Interact with Departments within Mesa as needed to complete assigned tasks.
• Amend, adjust, change scopes, bid temps, presentation documents, etc.
• Prepare booking packages for work quoted and sold by CSR or as requested by management.
• Attend maintenance all maintenance sales training.
• Present new technology and enhanced PM services when presented with an opportunity.
• Report all findings, customer opinions, pictures and results to company leadership.
• Maintain constant communication with Branch, Service, or Salesperson being supported.
• First 3 months onboarding should include on-site visit with field personal to understand/educate CSR on HVAC terminology needed to put together an effective proposal.
• First 6 months to shadow sales team members & management team.
• Attend and participate in sales meetings
• Prospect and identify when available new maintenance opportunities.
• Build rapport with new and existing customers to maintain positive relationships and trust.
• Demonstrate a personal commitment to your growth and development as a Sales Professional, including attendance at product and sales training events, participation at all professional training provided by EMCOR/Mesa, etc.

Skills

Strong presentation skills

Sales aptitude

MS Office

Education

Bachelor’s degree in business or engineering

Tools

CRM software

Job description

Mesa Energy Systems, Inc. in Bakersfield is seeking an Inside Sales Support to back the Local Branch, Service and Sales Teams, including site visits and bid preparation.

The role emphasizes gathering information on equipment, renewing maintenance contracts, and coordinating with vendors and CSR. The candidate should have a business or engineering degree and strong MS Office skills.

Join a full-service HVAC and energy solutions provider with a focus on customer service and growth.