Inside Sales Engineer

Hoffman & Hoffman, Inc.; Richmond (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Hoffman & Hoffman, Inc. is seeking an Applications Engineer/Inside Sales Engineer to support outside sales by providing technical assistance and selecting optimum HVAC equipment for projects.

The role emphasizes customer service, detailed documentation, collaboration with the sales team, and the ability to translate customer needs into effective technical solutions with strong communication skills.

Qualifications

• Bachelor's degree in engineering or 2-4 years of industry experience preferred.
• Knowledge of commercial/industrial HVAC equipment and ability to read plans and specs is helpful.

Responsibilities

• Collaborate with H&H sales team to understand customer requirements, promote products, and provide sales support.
• Confer with customers and sales engineers to assess HVAC equipment needs and determine system requirements.
• Maintain and review project notes and plans for selections and proposals.
• Complete take-offs and technical selections of HVAC equipment from building plans.
• Develop project proposals based on customer requests.
• Review and submit orders with accurate pricing and equipment.
• Provide weekly shipping and status updates on open orders.
• Attend industry education events and manufacturer updates on trends and equipment.

Skills

HVAC knowledge

Technical support

Time management

Interpersonal skills

Communication skills

Microsoft Office

AutoCAD

Bluebeam Revu

Adobe Acrobat

Sales support

Education

Bachelor of Science in Engineering

Tools

AutoCAD

Bluebeam Revu

Adobe Acrobat

MS Word

MS Excel

MS Outlook

Job description

Position Purpose

The Applications Engineer/Inside Sales Engineer assists outside sales in providing excellent customer service to our customers. This is done by understanding our customer’s needs, providing a high-level of technical support, and selecting the most optimum equipment based on the project needs. The Inside Sales Engineer maintains and develops existing customer relationships through quality service and supporting their needs. The ideal candidate has a strong technical understanding of HVAC products and systems, as well as excellent time management, interpersonal and communication skills.

Employment at Will

Nothing herein is intended to create a contract of employment or to guarantee employment for a definite duration.

Duties and Responsibilities

• Collaborate with H&H sales team to understand customer requirements, to promote the sale of company products and to provide sales support.
• Confer with customers and sales engineers to assess HVAC equipment needs and to determine system requirements.
• Maintain detailed records and project notes on the development of plans and selections.
• Complete take-off and technical selections of HVAC equipment from building plans.
• Work with the H&H team to develop project proposals based on customer request or information.
• Assemble and review technical documents for primary and supporting project submittal packages.
• Review and run quality assurance checks on orders prior to submitting to manufacturers via online software or typed purchase orders.
• Complete internal H&H sales order documentation.
• Review manufacturer acknowledgments to ensure correct equipment is listed, and the equipment is correctly priced according to customer order.
• Provide weekly shipping and status updates to customers with open orders.
• Attend industry education events, industry workshops, and manufacturer update briefings on current trends and new equipment information.
• Maintain detailed revision control notes on all project selections, pricing, proposals.
• Provide technical install support to installing contractors and end users.
• Coordinate responses to inquiries with factory application and technical support engineers.

Position Requirements

• Bachelor of Science Degree in engineering or 2-4 years of work experience in the industry.
• Knowledge of commercial/industrial HVAC equipment and experience reading construction plans and engineering specifications is preferred but not required
• Knowledge of the content and structure of the English language including the meaning and spelling of words, rules of composition and grammar.
• Proficiency with Microsoft Windows OS, MS Word, MS Excel, and MS Outlook are required. A level of familiarity with Bluebeam Revu, AutoCAD, and Adobe Acrobat are preferred. Strong software skills are essential as all manufacturer’s selection software and pricing is software based.
• Required to complete work accurately and thoroughly.
• Ability to organize and verbally convey technical information effectively and clearly is essential.
• Must follow a systematic method of consistently organizing and presenting information to support the team goal.
• Must be detail oriented, results oriented and able to embrace and adapt to change, along with the ability to effectively multi-task in a deadline driven atmosphere.
• Must be self-motivated with the ability to take initiative with limited supervision.
• This job is highly technical and small details are often key to winning. Being a detailed engineer is required.
• Ability to understand comments and questions during the sales process. Must give full attention to what internal team members and clients are saying, understand the points being made, and ask appropriate questions at appropriates times.
• Ability to effectively build strong relationships with customers and coworkers.

Physical Demands

• Standing: Frequently
• Walking: Frequently
• Sitting: Frequently
• Use of Hands/Fingers: Frequently
• Bending: Frequently
• Pushing/Pulling 12 lbs. or less: Frequently
• Lifting/Carrying 10 lbs. or less: Frequently
• Lifting/Carrying 11-20 lbs.: Occasionally
• Reaching Outward: Frequently
• Reaching Above Shoulder: Occasionally
• Squatting/Kneeling: Occasionally

This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman & Hoffman, Inc.