Commercial HVAC Inside Sales I

McMillan James Equipment Company; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

McMillan James Equipment Company in Austin, TX is seeking an Inside Sales Representative to support sales and project execution of custom commercial HVAC systems. You will provide technical sales support, prepare quotes and submittals, and ensure clear communication with customers, contractors, engineers, and the outside sales team.

The ideal candidate combines customer service with a technical mindset and attention to detail to drive project success from lead to fulfillment.

Qualifications

• Bachelor’s degree or higher in a related field is preferred.
• 2+ years in inside sales, estimating, or project coordination, preferably HVAC.
• Ability to read mechanical drawings and specifications.
• Experience with CRM and quoting software is a plus.
• Strong communication, problem-solving, and organizational skills.

Responsibilities

• Serve as the primary inside sales contact for inquiries, proposals, and project support.
• Prepare accurate quotes, submittals, and documentation from plans or input.
• Support outside sales by handling follow-up tasks and communications.
• Assist with equipment takeoffs and coordination with engineering as needed.
• Respond to questions on product selection, pricing, and specs.
• Maintain knowledge of HVAC technologies from major manufacturers.
• Track orders, lead times, and delivery schedules with logistics teams.
• Maintain CRM records and identify follow-up opportunities.

Skills

Customer service

Communication skills

Technical mindset

CRM experience

Microsoft Office

Education

Bachelor’s degree in Business, HVAC Technology, Engineering, or related field

Tools

CRM software

Quoting software

MS Office Suite

Job description

The Inside Sales Representative plays a key role in supporting the sales and project execution of custom commercial HVAC systems. This position provides technical sales support, prepares quotes and submittals, and ensures effective communication with customers, contractors, engineers, and the outside sales team. The ideal candidate combines customer service skills with a technical mindset and attention to detail to help drive the success of projects from lead to fulfillment.

Key Responsibilities

• Serve as the primary inside sales contact for system inquiries, proposals, and project support.
• Prepareaccurateandtimelyquotes, submittals, and documentation for orders based on plans, specifications, or customer input.
• Support outside sales representatives by managing internal follow-up tasks, customer communication, and project coordination.
• Assistwith equipment takeoffs from plans and mechanical drawings or coordinate with engineering as needed.
• Respond to customer questionsregardingproduct selection, pricing, availability, and technical specifications.
• Maintain knowledge ofHVACtechnologies and offerings from major manufacturerswerepresent.
• Track and manage order progress, lead times, and delivery schedules; collaborate withlogisticsand operations teams.
• Maintainaccuraterecords in the CRM system and helpidentifyfollow-up opportunities.

Qualifications

• Bachelor’s degree in Business, HVAC Technology, Engineering, or relatedfield preferred.
• 2+ years of experience in inside sales, estimating, or project coordination (preferably in HVAC or building systems).
• Ability to read and understand mechanical drawings, specifications, and technical documentation.
• Proficiencywith MicrosoftOffice;CRM and quoting software experience a plus.
• Strong communication, problem-solving, and organizational skills.

Preferred Attributes

• Technical aptitude and interest in HVAC technologies and system design.
• Customer-focused with a proactive and professional approach to sales support.
• Detail-oriented with the ability to manage multiple projects and deadlines.
• Collaborative mindset and willingness to work cross-functionally with sales, operations, and engineering teams.