HVAC Inside Service Sales: Drive Solutions & Growth

Dallas Mechanical Group, Inc.; Lewisville (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health Insurance

HSA & FSA options

Dental insurance

Vision insurance

401(k) with Employer Match

Employee referral incentives

Employee Assistance Program (EAP)

Paid time off (PTO) & 8 holidays

Weekly Pay

Job summary

Dallas Mechanical Group, Inc. is seeking an Inside Service Sales to support the Sales Team in achieving sales and project management objectives. The role requires understanding of basic HVAC systems and active collaboration with national accounts and suppliers.

The candidate will assist with proposals, submittals, and ERP+ bookings, while maintaining CRM opportunity tracking and sales folders. A bachelor’s degree in engineering or business is preferred, with strong MS Office and Excel skills,

Qualifications

• Bachelor’s degree in mechanical engineering or business administration preferred.
• Relevant technical experience in Facilities Management or Operations & Maintenance.
• Strong customer presentation skills and demonstrated sales aptitude.
• Proficient in MS Office; strong Excel skills required.
• Ability to adapt to changing priorities and to solve problems.
• Must be able to handle confidential information; highly organized and task-focused.

Responsibilities

• Assist sales team in executing and achieving their sales and project management objectives.
• Extensive interaction with Sales members, national accounts, and suppliers via phone and email.
• Able to understand basic HVAC systems, components, and equipment.
• Solicit proposals from equipment suppliers and subcontractors and follow-up as needed.
• Assist with proposal writing, submittal generation and tracking, purchase order generation, and order tracking.
• Assemble booking packages and book projects in ERP+.
• Maintain service sales folders.
• Write and distribute purchase orders.
• Maintain tracking of sales and opportunities in the CRM.
• Actively participate in Sales Meetings.
• Collaborate and cooperate with peers to share best business practices.
• Comply with all company operating policies, procedures, and safety programs.

Skills

Sales aptitude

Customer presentation

Excel

MS Office

Adaptability

Problem solving

Confidentiality

Organizational skills

Education

Bachelor’s degree in mechanical engineering or business administration

Tools

MS Office

ERP+

CRM

Excel

Job description

Dallas Mechanical Group, Inc. is seeking an Inside Service Sales to support the Sales Team in achieving sales and project management objectives. The role requires understanding of basic HVAC systems and active collaboration with national accounts and suppliers.

The candidate will assist with proposals, submittals, and ERP+ bookings, while maintaining CRM opportunity tracking and sales folders. A bachelor’s degree in engineering or business is preferred, with strong MS Office and Excel skills,