HVAC Inside Sales Specialist: Quotes & Tech Support

McMillan James Equipment Company; Grapevine (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

McMillan James Equipment Company in Grapevine, TX is seeking an Inside Sales Professional to support sales and project execution of custom commercial HVAC systems. The role involves technical sales support, preparing quotes and submittals, and coordinating with customers, contractors, engineers, and the outside sales team.

The ideal candidate has a background in business or engineering with 2+ years in inside sales or related coordination, plus proficiency in Microsoft Office and CRM/quoting

Qualifications

• Bachelor’s degree in Business, HVAC Technology, Engineering, or a related field preferred.
• 2+ years of experience in inside sales, estimating, or project coordination (preferably in HVAC or building systems).
• Ability to read and understand mechanical drawings, specifications, and technical documentation.
• Proficiency with Microsoft Office; CRM and quoting software experience a plus.
• Strong communication, problem-solving, and organizational skills.

Responsibilities

• Serve as the primary inside sales contact for system inquiries, proposals, and project support.
• Prepare accurate and timely quotes, submittals, and documentation for orders based on plans, specifications, or customer input.
• Support outside sales representatives by managing internal follow-up tasks, customer communication, and project coordination.
• Assist with equipment takeoffs from plans and mechanical drawings or coordinate with engineering as needed.
• Respond to customer questions regarding product selection, pricing, availability, and technical specifications.
• Maintain knowledge of HVAC technologies and offerings from major manufacturers we represent.
• Track and manage order progress, lead times, and delivery schedules; collaborate with logistics and operations teams.
• Maintain accurate records in the CRM system and help identify follow-up opportunities.

Skills

Communication

Organizational skills

Problem-solving

Detail-oriented

Education

Bachelor's degree in Business, HVAC Technology, Engineering, or related field

Tools

CRM software

Quoting software

Microsoft Office

Job description

McMillan James Equipment Company in Grapevine, TX is seeking an Inside Sales Professional to support sales and project execution of custom commercial HVAC systems. The role involves technical sales support, preparing quotes and submittals, and coordinating with customers, contractors, engineers, and the outside sales team.

The ideal candidate has a background in business or engineering with 2+ years in inside sales or related coordination, plus proficiency in Microsoft Office and CRM/quoting