Inside Sales Engineer - Level II (Data Center)

Air Treatment Corporation; Brea (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Air Treatment Corporation in Brea, CA is seeking an Inside Sales Engineer – Level II to act as a liaison between customers and manufacturers. This role requires strong HVAC knowledge, clear communication, and the ability to manage bids from pre-bid through project closeout.

The position reports to the sales/engineering team and involves use of CRM and MS Office for quotes, submittals, orders, and scheduling. Bachelor’s degree preferred with 3 years HVAC experience.

Qualifications

• Associate degree with HVAC related experience required.
• Bachelor’s degree in related field preferred (B.S. in Mechanical Engineering ok).
• One to three years of related experience required.

Responsibilities

• Review bid calendars from customers.
• Identify project opportunities to bid.
• Perform takeoff and collect bid documents.
• Create equipment selections and specifications in factory software.
• Generate quotes and price summaries.
• Coordinate with factories for options and pricing.
• Update bid docs and quotes in ATC CRM.
• Create submittal documents for products.
• Work with sales engineers for submittals approval.
• Enter orders to factories and stock orders in CRM.
• Relay shipping information between factory and customer.
• Coordinate startup requirements with ATC Service.
• Assemble project closeout documents.
• Process warranty claims with manufacturers.
• Process RMAs with customers and manufacturers.
• Update and manage orders in ATC CRM.
• Provide engineering support as needed.
• Attend jobsite/customer visits and trainings.
• Train fellow ISEs on factory training.
• Maintain knowledge of factory literature and software versions.

Skills

HVAC background

Verbal communication

Interpersonal skills

Organization

Time management

Problem solving

Microsoft Office Suite

CRM software

Education

Associate degree in HVAC

Bachelor’s degree in related field

Tools

CRM software

Microsoft Office Suite

Job description

Air Treatment Corporation is a dynamic, collaborative work environment. We understand the expectations of high–quality customer service, therefore we actively search and promote a cohesive team that is formulated to exceed expectations. We are devoted to the growth of our employees and look to provide opportunities for advancement from within, while providing a robust benefit package to our team members.

Job Summary

Inside Sales Engineer – Level II acts as a liaison between internal customers, and manufacturers. Constant communication is required to provide general information, service, maintenance, and repair updates related to the different stages of the product/project.

Job Code: Administrative/Sales

Location: Brea, CA

Salary: Non-Exempt/Hourly

Estimated Pay: $85k - $110k

Duties / Responsibilities

Pre-Bid Duties:

• Review bid calendars from customers.
• Identify project opportunities to bid.
• Perform takeoff – including interfacing with customer as necessary to collect relevant bid documents, plans, and specifications.
• Use multiple factory software tools to create equipment selections, performance data and specifications.
• Generate quote letters and price summaries based on customer requests and/or project plans and specifications.
• Communicate with factories for special options and pricing.
• Update and manage bid documents and quote requests in ATC CRM.

Project Management Duties

• Create submittal documents for various products.
• Work with sales engineers to gain approval for submittals.
• Enter orders to factories.
• Enter stock orders in ATC CRM.
• Relay shipping information between factory and customer.
• Interact with credit team and CRM coordinators as necessary.
• Track orders/shipments as necessary.
• Coordinate equipment startup requirements with ATC Service department.
• Assemble project closeout documents.
• Process warranty claims with manufacturers.
• Process and track RMAs with customers and manufacturers.
• Update and manage orders in ATC CRM.

Additional Duties

• Provide engineering support as needed.
• Attend jobsite and/or customer visits to assist sales engineers.
• Attend in-house factory training, ATC trainings, factory/webinar and online trainings.
• Train fellow ISEs upon attending factory training sessions.
• Be knowledgeable of locations for factory literature and technical resources.
• Keep current with factory software versions.
• Assist and direct customers with requests.
• Demonstrate a working knowledge of ISE Level 1 skillset, as well as knowledge of factory resources and proper engagement of their assistance.

Requirements

Required Skills / Abilities:

• Strong technical HVAC background
• Excellent verbal communication skills, demonstrating tact and diplomacy.
• Excellent interpersonal and customer service skills.
• Excellent organization skills and attention to detail.
• Proficient in time management and ability to meet deadlines on assignments.
• Demonstrated problem solving skills.
• Proficient with Microsoft Office Suite (Outlook, Word, Excel), Internet Browser (Chrome), and related Microsoft CRM software.

Education And Experience

• Associate degree with three years of directly related HVAC industry experience.
• Bachelor’s degree in related field / B.S. in Mechanical Engineering preferred.
• One to three years of related experience required.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 25 pounds at times.
• Vaid driver’s license and no major driving violations.
• Travel to meet with clients or potential clients will be required on occasion.
• On-site, in office.

At Air Treatment Corporation we are dedicated to growth, innovation, and diversity. As leading experts in HVAC & R solutions, we believe that the success of our team is the success of our company. This is echoed in our commitment to an equal and inclusive environment. We commit to fair hiring and policies, and we want you to join a team that celebrates authenticity and empowers new, diverse perspectives.

Compensation details: 85000-110000 Yearly Salary