HVAC Proposals & Sales Support Specialist

Southland Industries; Northern (KY); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) plan with 50% company match

Medical, dental, and vision insurance

Annual bonus program

Life insurance

Disability insurance

Pre-tax flexible spending plans

Paid parental leave

Paid holidays, vacation, and personal/

Training/professional development

Wellness benefits

Job summary

Southland Industries in Kentucky is seeking an administrative estimator support professional to partner with outside sales to create cost effective proposals for repair work. You will maintain vendor relationships and manage quotes, submissions to operations, and internal databases.

You will load information to SharePoint and assist Account Managers with job setup and dispatch coordination. Ideal candidates have 2-4 years’ related experience, strong Excel/Office skills, and excellent

Qualifications

• High School or GED required.
• 2-4 years’ related experience, which may include commercial HVAC, estimating or parts/counter sales.
• Proficient in Microsoft Office Excel, Outlook, Word and PDF.
• Strong data entry skills with a focus on accuracy.
• Excellent attention to detail and organizational skills.
• Strong verbal and written communication skills.
• Excellent customer service skills.
• Strong prioritization and multi-tasking skills.

Responsibilities

• Partners with outside sales to meet customer’s timely needs for quotes and submissions to operations.
• Seeks to understand the customer’s unique business needs to create competitive, accurate and timely estimates and proposals.
• Ensures the proposal encompasses the customer’s scope of service and seeks internal technical advice as necessary.
• Keeps current work requests submitted by technicians, typically in an Excel spreadsheet.
• Utilizes and maintains quoted work database and ensures integrity through accurate file management; loads information to SharePoint for viewing and collaboration.
• Ensures the Extra Work Authorization (EWA) is assigned to the correct Account Manager; gathers information to develop quotes, including vendor costs; obtains internal approvals and sends quote to customer; helps with job setup and dispatch information.
• Provides other administrative support to assigned Account Manager and Sales Support team.

Skills

Communication

Customer service

Data entry

Attention to detail

Multitasking

Prioritization

Education

High School Diploma or GED

Tools

Excel

Outlook

Word

PDF

Job description

Southland Industries in Kentucky is seeking an administrative estimator support professional to partner with outside sales to create cost effective proposals for repair work. You will maintain vendor relationships and manage quotes, submissions to operations, and internal databases.

You will load information to SharePoint and assist Account Managers with job setup and dispatch coordination. Ideal candidates have 2-4 years’ related experience, strong Excel/Office skills, and excellent