HVAC Sales Proposals Specialist

Southland Industries; Corpus Christi (TX); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) plan with 50% company match (no

Medical, dental, and vision insurance

Job summary

Southland Industries is seeking an Administrative Specialist to partner with outside sales in creating cost-effective repair proposals and to maintain vendor relationships ensuring customer needs are met.

The role includes handling quotes, maintaining technician work requests in Excel, managing a quoted work database, and assisting with job setup and dispatch while providing support to the Account Manager and Sales Support team.

Qualifications

• High School diploma or GED required.
• 2–4 years’ related experience in HVAC, estimating or parts/counter sales.
• Proficient in Microsoft Office (Excel, Outlook, Word) and PDF handling.
• Strong data entry skills with accuracy.
• Excellent attention to detail and organizational skills.
• Strong verbal and written communication skills.
• Excellent customer service skills.
• Strong prioritization and multi-tasking abilities.

Responsibilities

• Partner with outside sales to meet customer needs for quotes and submissions to operations.
• Develop competitive, accurate, and timely estimates and proposals reflecting the customer’s scope of service.
• Maintain current work requests from technicians, manage quotes database, and load data to SharePoint for team collaboration.
• Coordinate Extra Work Authorization (EWA) with Account Manager, gather info to develop quotes, obtain approvals, and assist with job setup and dispatch.
• Provide additional administrative support to the Account Manager and Sales Support team.

Skills

MS Office

Data entry

Attention to detail

Customer service

Verbal communication

Written communication

Prioritization

Education

High School diploma or GED

Tools

Excel

Outlook

Word

PDF

Job description

Position Summary

This role is responsible for partnering with outside sales to create cost effective proposals for repair work. In addition, this role maintains strong working relationships with outside vendors to ensure customer needs are met.

Position Details

• 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.
• 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 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.

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

Benefits

As a 100% employee-owned company, we offer a comprehensive benefits package for you and your family:

• 401(k) plan with 50% company match (no cap) and immediate 100% vesting
• Medical, dental, and vision insurance (100% paid for employee)
• Annual bonus program based upon performance, achievement, and company profitability
• Term life, AD&D insurance, and voluntary life insurance
• Disability income protection insurance
• Pre-tax flexible spending plans (health and dependent care)
• Paid parental leave
• Paid holidays, vacation, and personal time
• Training/professional development opportunities and company-paid memberships for professional associations and licenses
• Wellness benefits

About Southland Industries

As one of the nation’s largest MEP companies, Southland Industries is built on the foundation of great people. Since 1949, we have put our people first, enabling growth, professional achievement, and innovation. If you want to join a fast-paced environment where you’re engaged, challenged, and valued, apply now to join our dynamic team.

To learn more about careers at Southland, explore ourcareer opportunities, follow us on social media, and check out our website.

Southland Industries and all its subsidiaries are anEqual Opportunity Employerand prohibits discrimination and harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing our employees with a safe work environment free of discrimination and harassment.All employment decisions at Southland Industries are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, gender, national origin, ancestry, age, disability, medical condition, marital status, family care or medical leave status, veteran status, or any other status protected by the laws or regulations in the locations where we operate. Southland Industries will not tolerate discrimination or harassment based on any of these characteristics.

Contingent Employment:All employment offers are contingent upon successful drug tests, background checks, and professional reference checks. Roles that include driving as an essential job duty will be required to have a successful Motor Vehicle Record check (MVR). We are not able to offer sponsorship of employment at this time.

External Agency Announcement: Its Southland Industries' policy not to accept candidate submissions from recruiting agencies without an active and authorized work order. Candidate ownership can only be establishedafter a bona fide work order is issued by a member of the Southland Industries Talent Acquisition team and the candidate is appropriately submitted through our Applicant Tracking System (ATS).