Inside Sales Representative

Educated Solutions Corp; Town of Wausau (WI); On-site; USD 53,000 - 65,000; Full time

Job summary

Educated Solutions Corp. seeks an Inside Sales Representative based in Wisconsin to support HVAC/R projects through order entry, quoting, and proactive research. The role emphasizes customer communication, data entry in Infor/Salesforce, and coordination of shipments and bid quotations.

The ideal candidate has 2+ years in office or sales roles, strong MS Office skills, and excellent communication and organizational abilities. This position offers standard M-F hours with no on-call or travel.

Qualifications

• 2+ years’ experience in office/sales roles.
• 1+ years’ experience communicating with customers.
• 1+ years’ experience conducting research.
• Strong Microsoft Office skills (Excel and Word).
• Excellent verbal and written communications skills.
• Excellent attention to detail and organization.
• Excellent prioritization skills and the ability to multitask.

Responsibilities

• Understand customer needs and requirements.
• Office duties – answer phones, customer inquiries, basic customer service.
• Data entry into ERP software (Infor/Salesforce).
• Coordinate shipments and maintain order status reports.
• Coordinate bid day quotations – including pricing and estimating.
• Read and follow mechanical plans.
• Perform order entry and revision using various supplier software packages.
• Assemble and distribute detailed submittals and O&M manuals.
• Route qualified opportunities to the appropriate sales executives for further development and closure.

Skills

Office experience

Customer interaction

Research skills

Excel

Word

Phone presence

Communication skills

Attention to detail

Time management

Education

Bachelor’s degree

Tools

Infor CRM

Salesforce

Job description

Our client, an HVAC/R manufacturer’s representative based in Wisconsin is seeking an Inside Sales Representative. This business provides HVAC sales, commissioning, and support to a variety of clients around Wisconsin and Northern Michigan and this position acts as the sales support – order entry, quoting, research, and quote/proposal delivery - in relation to a variety of HAVC/R projects. The role is based in Wausau, includes normal M-F hours, NO on-call hours, NO travel, and delivers ongoing training and certification programs. The role pays $53K-$65K per hour based on experience strong benefit/bonus program.

The key to this role is proven ability to be organized, show attention to detail and learn the HVAC/R business. The incumbent will:

• Understand customer needs and requirements
• Office duties - answer phones, customer inquiries, basic customer service
• Data entry into ERP software (Infor/Salesforce)
• Coordinate shipments and maintain order status reports
• Coordinate bid day quotations – including pricing and estimating as needed
• Read and follow mechanical plans
• Perform order entry and revision using various supplier furnished software packages
• Assemble and distribute detailed submittals and O&M manuals
• Route qualified opportunities to the appropriate sales executives for further development and closure

QUALIFICATIONS

• 2+ years’ experience in the professional workforce (office/sales role)
• 1+ years’ experience working with customers – communicating daily customer information
• 1+ years’ experience completing research in any capacity
• Strong Microsoft Office skills – Excel and Word
• Strong phone presence
• Excellent verbal and written communications skills
• Excellent attention to detail and organization skills
• Excellent prioritization skills and the ability to “figure things out”
• Ability to multi-task, prioritize, and manage time effectively

Preferred but not required

• Bachelor’s Degree
• Experience using a CRM – Infor and/or Salesforce