HVAC Service Quoter & Opportunities Specialist

PremiStar; Bartlett (TN); On-site; USD 23,000 - 28,000; Full time

Job summary

PremiStar is seeking an Inside Sales - Service Estimator to efficiently process technician-submitted opportunities and deliver accurate customer quotes in a timely manner. The role supports service technicians, customers, and operations teams to maintain quality and responsiveness in a high-volume quoting environment.

Responsibilities include generating quotes up to $25,000 for simple equipment replacements, communicating with customers, and maintaining CRM data.

Qualifications

• Bachelor's degree in Business/Marketing/Engineering or equivalent with HVAC/service or sales exposure.
• 1-2 years of experience in commercial HVAC/building services or related quoting roles.
• Basic understanding of commercial HVAC systems and repair scenarios.
• Ability to translate technician reports into accurate quotes.
• Strong verbal and written communication and customer focus.
• Attention to detail, accuracy and ability to work in high-volume environments.
• Proficiency with MS Office, especially Excel; familiarity with Dynamics 365 and XOi is a plus.

Responsibilities

• Process technician-submitted opportunities into customer quotes within 48 hours.
• Quote simple equipment replacements up to $25,000 with accurate pricing.
• Present quotes to customers and support sales closure.
• Coordinate with technicians to clarify repair findings and scope.
• Obtain vendor pricing for parts and equipment as needed.
• Follow up on open quotes to improve conversion rates.
• Maintain CRM (D365) records including quote status and communications.
• Escalate complex opportunities as needed.
• Track quote volume and turnaround time; support continuous quoting process improvements.

Skills

Verbal communication

Written communication

Attention to detail

Organizational skills

Multitasking

Problem-solving

Customer focus

Excel proficiency

Vendor coordination

Education

Bachelor's Degree in Business/Marketing/Engineering

High School/Trade School Diploma with 1-2 years HVAC/service or sales

Tools

Microsoft Office

Excel

Microsoft Dynamics 365

XOi or related tech

Job description

PremiStar is seeking an Inside Sales - Service Estimator to efficiently process technician-submitted opportunities and deliver accurate customer quotes in a timely manner. The role supports service technicians, customers, and operations teams to maintain quality and responsiveness in a high-volume quoting environment.

Responsibilities include generating quotes up to $25,000 for simple equipment replacements, communicating with customers, and maintaining CRM data.