Inside Sales Engineer / Project Manager

Access, Inc.; Neenah (WI); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k)

401(k) matching

Health savings account

Life insurance

Paid time off

Vision insurance

Job summary

Access, Inc. is seeking an Inside Sales Engineer / Project Manager in Wisconsin to collaborate with customers and cross-functional teams through the full sales cycle. You will respond to requests, select equipment, quote plans, delegate to application engineering, and manage project tasks.

The role requires strong communication, problem-solving, detail orientation, and the ability to work independently and with a team, aligning with Access, Inc.'s core values of customer success and innovation.

Qualifications

• Associate or bachelor’s degree in Mechanical, Electrical or Automation Engineering, HVAC Technology, or related field (or equivalent industry experience).
• Electrical or mechanical systems knowledge preferred (2+ years ideal, but not required).
• Proficiency with Microsoft Office Suite.
• Strong organizational and time management.
• Strong attention to detail.
• Self-motivated and curious mindset; eager to learn and grow within the industry.
• A desire to educate others.

Responsibilities

• Collaborate with outside sales engineers (OSEs), application engineering teams, and customer service reps (CSRs) to coordinate bids and project delivery.
• Select and quote power, HVAC, and monitoring equipment per project requirements and specifications.
• Review and finalize submittals; track approvals and ensure accurate order processing.
• Manage project lifecycle: BOM validation, handoff meetings, issue resolution, and final documentation.
• Respond promptly to customer inquiries, ensuring follow-ups and accurate communication.
• Maintain project records and updates in CRM systems (Microsoft Dynamics and Oracle).

Skills

Microsoft Office

Time management

Attention to detail

Self-motivated

Educate others

Electrical knowledge

Mechanical systems knowledge

Education

Bachelor’s or Associate degree in Mechanical, Electrical or Automation Engineering or HVAC Tech

Tools

AutoCAD

Microsoft Dynamics

Oracle

Excel

Job description

Be an integral part of our team, working closely with our customers to ensure their satisfaction and success.

Access, Inc. is Wisconsin and Upper Michigan's premier manufacturer's representative, providing industry-leading products and services supporting the fast-growing Commercial and Industrial HVAC Industry and the Data Center/Information Technology Industry.

At Access, Inc., we value our customers and take pride in providing them with exceptional service. As Inside Sales Engineer / Project Manager, you will be an integral part of our team, working closely with our customers to ensure their satisfaction and success. You will be responsible for responding to customer requests, selecting equipment, managing plan & specification quotes, delegating tasks to our application engineering team, and managing project tasks throughout the entire sales cycle.

To be successful in this role, you must possess excellent communication and problem-solving skills, attention to detail, and the ability to work independently and in a team environment. You must also demonstrate Access, Inc's core values; including Customer Success Ahead of Our Own, Educate to Dominate, Creativity and Innovation, Bust Down Walls Tenacity, and Quiet Confidence.

Core Responsibilities:

• Collaborate with outside sales engineers (OSEs), application engineering teams, and customer service reps (CSRs) to coordinate bids and project delivery.
• Select and quote power, HVAC, and monitoring equipment per project requirements and specifications.
• Review and finalize submittals; track approvals and ensure accurate order processing.
• Manage project lifecycle: Bill of Material (BOM) validation, handoff meetings, issue resolution, and final documentation.
• Respond promptly to customer inquiries, ensuring follow-ups and accurate communication.
• Maintain project records and updates in CRM systems (Microsoft Dynamics and Oracle).

Qualifications:

• Associate or bachelor's degree in Mechanical, Electrical or Automation Engineering, HVAC Technology, or related field (or equivalent industry experience)
• Electrical or mechanical systems knowledge preferred (2+ years ideal, but not required)
• Proficiency with Microsoft Office Suite
• Strong organizational and time management
• Strong attention to detail
• Self-motivated and curious mindset; eager to learn and grow within the industry.
• A desire to educate others.

Bonus:

• AutoCAD experience or technical drawing knowledge
• Familiarity with plan & spec processes or A&E documents
• Sales experience with Customer First mindset

At Access, Inc., we believe in investing in our employees and providing them with the tools they need to succeed. This inside sales engineering career provides education and skill development, enabling individuals to become senior inside sales engineers, outside sales engineers, or managers within our organization. We offer a competitive compensation program that highly rewards success and benefits including family health care, disability insurance, cafeteria plans for childcare and medical expenses, and 401K with profit sharing.

This position is subject to pre-employment background, drug testing and Driving Record Check.

Join our team and be part of our mission of Ensuring uptime with market-leading and performance-driven Power, HVAC, and Monitoring solutions!

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Compensation Package:

• Bonus opportunities
• Profit sharing

Schedule:

• 8 hour day. M-F 8am - 5pm with 1 hour lunch

Ability to Relocate:

• Neenah, WI 54956: Relocate before starting work (Required)

Location Neenah, WI (on-site)

Type Full_Time