Inside Sales Representative

Educated Solutions Corp; Waukesha (WI); On-site; USD 60,000 - 75,000; Full time

Job summary

Educated Solutions Corp is seeking an Inside Sales Representative to support HVAC/R projects from its Wisconsin base. The role focuses on order entry, quoting, research and proposal delivery for Wisconsin clients, with a Monday–Friday schedule, no on-call, and no travel.

Training and certification programs are provided, and a $60K-$75K salary is offered with benefits. Ideal candidates will be organized, detail‑oriented and quick to learn the HVAC/R business, with strong MS Office skills and

Qualifications

• 2+ years experience in the professional workforce (office/sales role).
• 1+ years experience working with customers – communicating daily information.
• 1+ years experience completing research in any capacity.
• Strong Microsoft Office skills – Excel and Word.
• 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.

Responsibilities

• Learn about HVAC equipment, Hydronics technology and associated components to assist with customer requests.
• Prepare quotations, including pricing and estimates, as required.
• Read and interpret mechanical plans to ensure accurate order handling.
• Enter and revise orders in supplier-provided software.
• Update internal ERP system – Infor/NetSuite
• Monitor and communicate order statuses to customers and the sales team.
• Generate and review inspection reports.
• Identify sales opportunities and route to appropriate salesperson
• Office duties - answer phones, customer inquiries, basic customer service

Skills

Organization

Attention to detail

Time management

Communication with customers

Phone presence

Microsoft Office

Tools

Excel

Word

Infor/NetSuite ERP

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 in the Wisconsin Market and this position acts as the sales support - order entry, quoting, research and quote/proposal delivery - in relation to a variety of HVAC/R projects. The role is based in Waukesha, includes normal M-F hours, NO on-call hours, NO travel, and delivers ongoing training and certification programs. The role pays $60K-$75K 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:

• Learn about HVAC equipment, Hydronics technology and associated components to assist with customer requests.
• Prepare quotations, including pricing and estimates, as required.
• Read and interpret mechanical plans to ensure accurate order handling.
• Enter and revise orders in supplier-provided software.
• Update internal ERP system – Infor/NetSuite
• Monitor and communicate order statuses to customers and the sales team.
• Generate and review inspection reports.
• Identify sales opportunities and route to appropriate salesperson
• Office duties - answer phones, customer inquiries, basic customer service

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

• Experience using a CRM – Infor and/or NetSuite
• Experience in the HVAC/R arena and/or Hydronics experience
• Familiarity with reading mechanical plans.