Inside Sales Representative

Midwesthvacpro; Town of Mukwonago (WI); Hybrid; USD 70,000 - 85,000; Full time

Job summary

Midwest Heating & Cooling is seeking an Inside Sales Representative in Wisconsin to drive revenue through proactive outbound selling of our services, memberships, and appointments. You will manage a mix of residential and commercial opportunities, leveraging prior lead data to close sales.

You will be responsible for booking appointments, maintaining CRM records, and achieving seasonal sales targets through proactive outreach and follow-ups.

Qualifications

• Two years of experience in inside sales or related role preferred.
• Comfortable with outbound calls, texts, and emails.
• Must demonstrate professional verbal, phone, and written communication.

Responsibilities

• Generate revenue by proactively selling products, services, memberships, and appointments via outbound calling.
• Book and manage residential and commercial maintenance and service opportunities.
• Maintain accurate documentation of leads, estimates, and sales activity in the company system.
• Participate in training and company lead-generation initiatives as required.

Skills

Inside sales experience

Outbound calling

Appointment setting

Call-center sales

Professional communication

Independent work

Education

High school diploma or GED

Tools

ServiceTitan

Microsoft Office

Google Workspace

Job description

Inside Sales Representative

Position Overview

Inside Sales Representative's primary role is to generate revenue by proactively selling the company's products, services, memberships, and appointments through outbound calling, follow-up, and rehash.
The role owns a defined share of the company's seasonal booked-job requirement and is expected to turn manual sales activity into booked work across Residential Service, Residential Sales, Memberships, IAQ, Commercial Service, CMA, and Commercial Sales.

Key Responsibilities

• Perform all duties in accordance with company policies, procedures, sales processes, and approved customer communication standards.
• Represent the company in a professional and ethical manner consistent with Midwest Heating & Cooling's values.
• Conduct outbound calls, texts, and emails to sell the company's products, services, memberships, and appointments.
• Generate manual booked jobs through outbound calls, Chiirp campaigns, email, chat, rehash, and other approved direct outreach. Jobs booked from Chiirp, email, or chat count toward manual booked-job production; those channels do not count as outbound phone calls.
• Sell residential tune-up and maintenance appointments.
• Sell residential service-call appointments for repair and diagnostic needs.
• Sell new residential and commercial maintenance memberships and rehash expired, cancelled, or previously declined membership opportunities.
• Sell qualifying indoor air quality products, accessories, duct-cleaning services, and IAQ-related services.
• Sell residential replacement sales appointments for heating, cooling, heat pump, ductless, and other qualifying replacement opportunities.
• Sell Commercial Maintenance Agreement (CMA) appointments and commercial sales appointments for qualifying replacement, retrofit, or project opportunities.
• Rehash existing residential sales estimates to create reset-to-close appointments, renewed sales conversations, or closed sales when appropriate.
• Rehash open service estimates and recommendations to sell return visits, repairs, diagnostics, maintenance, memberships, or replacement opportunities.Rehash open IAQ estimates and recommendations to close previously presented products and services.
• Work aged, dormant, and unsold estimates from all assigned departments to return customers to an active sales cycle.
• Use customer history, prior estimates, stated timing, previous recommendations, and documented needs to create relevant reasons for follow-up.
• Ask for a clear next step on every qualified conversation, including a direct sale, booked appointment, reset-to-close, or scheduled follow-up.
• Inform and educate customers on the products and services the company provides and communicate current promotions, rebates, and approved offers accurately.
• Schedule appointments in accordance with the company's approved methods to maximize selling potential and available field capacity.
• Maintain accurate and timely documentation of leads, estimates, outbound activity, appointments, sales, memberships, and follow-up in ServiceTitan.
• Track assigned opportunities through disposition so customers are not left in an undefined or inactive status.
• Maintain a working knowledge of current products, services, memberships, promotions, rebates, and sales programs.
• Escalate customer concerns, pricing questions, or situations outside the representative's authority to the appropriate manager.
• Participate in sales training, coaching, call review, campaigns, and company lead-generation initiatives as required.
• Other duties as assigned that are consistent with the sales-focused purpose of the position.

Compensation

Performance expectations, scorecard metrics, activity standards, seasonal booked-job ownership, and sales goals are maintained separately on the Inside Sales Representative Scorecard. The company's booked-job target may change by month based on seasonality and operating demand. Commission rates, spiffs, eligibility requirements, and payment triggers are maintained separately in the Inside Sales Representative Compensation Incentive Agreement.
$23.00-$25.00 per hour, plus sales commissions and performance spiffs. Expected total compensation opportunity of approximately $70,000-$85,000 annually for a successful performer, based on individual production and incentive earnings.

Benefits

• Health, dental, and vision insurance
• Accident and critical illness coverage
• Short-term disability
• 401(k) with company match
• Paid time off, holidays, and birthday
• Ongoing training and development
• Employee referral bonus program

What We’re Looking For

• Minimum two years; experience in inside sales, outbound sales, appointment setting, call-center sales, or a similar revenue-producing role preferred.
• Comfortable spending a significant portion of the workday making outbound calls, texts, and emails.
• Strong ability to ask questions, identify customer needs, communicate value, overcome reasonable objections, and ask for the sale or appointment.
• Professional verbal, phone, written, and interpersonal communication skills.
• Able to learn software applications and use them with proficiency, accuracy, and confidence.
• Working knowledge of Microsoft Office, Google Workspace, ServiceTitan, and other company sales tools, or the ability to learn them quickly.
• Superior organizational, time-management, pipeline-management, and follow-through skills.
• Able to work independently with limited supervision while contributing to department and company goals.
• Able to remain persistent, professional, and productive in a high-volume sales environment.
• Competitive, accountable, coachable, and motivated by measurable results.
• Must be reliable, honest, cooperative, and discreet when handling customer or company information.
• High school diploma or GED equivalent.

Why Join Midwest?

This is an opportunity to be part of a growing company where you can directly impact revenue, build long-term client relationships, and grow your career in the commercial HVAC space.