HVAC Proposals & Sales Support Specialist

Southland Industries, Inc.; Schertz (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

50% company match 401(k)

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

Professional development

Wellness benefits

Job summary

Southland Industries in Schertz, Texas is seeking a detail-oriented estimator to partner with outside sales and vendors to create cost-effective repair proposals that meet customer needs.

The role maintains current work requests, uses Excel and a quoted work database, and loads information to SharePoint for team collaboration.

You will assist Account Managers with quote development, obtain internal approvals, and support the sales team with accurate, timely estimates and scheduling.

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 customers’ 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.
• Maintains current work requests submitted by technicians, typically in an Excel spreadsheet. Utilizes and maintains quoted work database and ensures integrity through accurate file management. Ensures information is loaded to SharePoint site for viewing and collaboration with other team members.
• Ensures the Extra Work Authorization (EWA) is assigned to the correct Account Manager; gathers information needed to develop quotes, including vendor costs; obtains internal approvals and sends quote to customer. Upon customer approval, assists the Account Managers with job set-up process, including sending information to dispatchers.
• Provides other administrative support to assigned Account Manager and Sales Support team as appropriate.

Skills

Data entry

Attention to detail

Verbal and written communication

Customer service

Prioritization

Multi-tasking

Education

High School or GED

Tools

Excel

Outlook

Word

PDF

Job description

Southland Industries in Schertz, Texas is seeking a detail-oriented estimator to partner with outside sales and vendors to create cost-effective repair proposals that meet customer needs.

The role maintains current work requests, uses Excel and a quoted work database, and loads information to SharePoint for team collaboration.

You will assist Account Managers with quote development, obtain internal approvals, and support the sales team with accurate, timely estimates and scheduling.