Inside Sales Specialist

EMCOR Group; Lewisville (TX); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health and wellness benefits

401(k) with employer match

Paid time off & holidays

Résumé du poste

Dallas Mechanical Group (DMG) is seeking an Inside Service Sales professional to support the Service Sales team from opportunity identification to booking and order tracking. The role emphasizes collaboration with Sales, customers, suppliers, and internal departments to ensure timely, accurate project progression.

Key duties include coordinating proposals, pricing, and documentation, maintaining CRM/ERP data, and assisting with communication and follow-ups to drive sales outcomes in a

Qualifications

• Inside sales or service sales support experience preferred.
• Experience in HVAC or facilities management preferred.
• Understanding of HVAC systems with willingness to learn more.
• Strong customer service, communication, and presentation skills.
• Ability to communicate professionally with customers and internal stakeholders.
• Excellent organizational skills to manage multiple priorities.
• Attention to detail and accuracy in proposals and documents.
• Proficiency with Microsoft Office; strong Excel skills.
• Experience with CRM and ERP systems preferred.
• Ability to learn new software quickly.

Responsabilités

• Support the Sales team in achieving sales, customer service, and project management objectives.
• Coordinate opportunities and projects from proposal through booking and ordering.
• Communicate with Sales, national accounts, equipment suppliers, subcontractors, and internal teams.
• Develop working knowledge of HVAC systems, equipment, and service solutions.
• Solicit pricing and proposals from suppliers and coordinate follow-up.
• Prepare, format, and deliver customer proposals and pricing documents.
• Prepare and track project submittals and documentation.
• Enter projects into ERP+ and monitor orders.
• Maintain organized sales files and CRM data.
• Assist Sales with customer requests and pricing coordination.
• Participate in Sales meetings and action-item follow-up.
• Collaborate with Sales, Operations, Service and others to hand off projects.
• Share best practices and contribute to process improvements.
• Maintain confidentiality of sensitive business information.
• Comply with company policies and safety requirements.

Connaissances

Customer service

Communication

Sales aptitude

Problem solving

Organizational skills

Outils

CRM software

ERP software

Microsoft Excel

Office suite

Description du poste

About Us

We are a full-service provider of HVAC construction, service, and maintenance solutions, with expertise in virtually all types of commercial systems. Our team has complete mechanical, electrical, and plumbing (MEP) expertise, and we are one of the few contractors in the industry with in-house engineering and design capabilities in all three MEP disciplines.

Job Summary

Dallas Mechanical Group (DMG) is looking for a collaborative and customer focused oriented Inside Sales professional who combines strong sales knowledge and industry experience with excellent communication, analytical, and problem-solving skills.

The Inside Service Sales professional supports the Service Sales team in achieving sales, customer service, and project management objectives. This position plays a key role in coordinating sales opportunities from initial identification and proposal development through project booking and order tracking. The role works closely with Sales team members, customers, national accounts, equipment suppliers, subcontractors, and internal departments to help ensure opportunities and projects are managed accurately, efficiently, and on schedule.

Essential Duties & Responsibilities

• Support the Sales team in achieving sales, customer service, and project management objectives.
• Coordinate sales opportunities and projects from proposal development through booking, purchasing, and order tracking.
• Communicate regularly with Sales team members, national account customers, equipment suppliers, subcontractors, and internal departments via phone and email.
• Develop and maintain a working knowledge of HVAC systems, equipment, components, terminology, and service solutions.
• Solicit pricing and proposals from equipment suppliers and subcontractors; coordinate follow-up to ensure timely receipt of information.
• Assist with preparation, formatting, and delivery of customer proposals, estimates, and other sales-related documentation.
• Prepare, coordinate, and track project submittals and supporting documentation.
• Generate and distribute purchase orders and monitor equipment, material, and subcontractor orders through completion.
• Assemble complete and accurate booking packages and enter projects into ERP+.
• Maintain organized and accurate Service Sales files and project documentation.
• Maintain accurate sales opportunity, pipeline, customer, and activity information within the CRM system.
• Track outstanding proposals, opportunities, orders, and other sales activities and provide follow-up as appropriate.
• Assist Sales team members with customer requests, project information, pricing coordination, and administrative needs.
• Participate actively in Sales meetings and assist with follow-up on identified action items.
• Collaborate with Sales, Operations, Service, and other internal teams to support effective project handoff and execution.
• Share best practices and contribute to continuous improvement within the Service Sales team.
• Maintain confidentiality of customer, employee, pricing, financial, and other sensitive business information.
• Comply with all company operating policies, procedures, safety requirements, and applicable programs.
• Perform other duties as assigned.

Qualifications

• Prior experience in inside sales, service sales support, estimating, project coordination, facilities management, or operations and maintenance preferred.
• Experience within the HVAC, mechanical services, building systems, facilities management, or related industry is strongly preferred.
• Basic understanding of HVAC systems, equipment, components, and terminology preferred, with the ability and willingness to develop additional technical knowledge.
• Strong customer service, communication, and presentation skills with demonstrated sales aptitude.
• Ability to communicate professionally and effectively with customers, vendors, subcontractors, and internal stakeholders.
• Strong organizational skills with the ability to manage multiple priorities, deadlines, proposals, and projects simultaneously.
• Strong attention to detail and commitment to accuracy in proposals, purchase orders, project documentation, and system data.
• Demonstrated problem-solving, analytical, and troubleshooting skills.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel; strong Excel skills required.
• Experience working with CRM and ERP systems preferred.
• Ability to learn new software, technical concepts, processes, and systems quickly.
• Ability to work both independently and collaboratively within a team environment.
• Ability to adapt to changing priorities and respond effectively in a fast-paced service environment.

Physical Demands

• This is an in-office position. Work is performed primarily in a professional, climate-controlled office environment with typical office noise levels.
• Regularly operates a computer, telephone, and other standard office equipment, with extended periods of computer and screen-based work.

Work Environment

• Ability to remain in a stationary position for extended periods and occasionally move throughout the office to attend meetings, access files, or use office equipment.
• Ability to communicate effectively in person, by telephone, and through electronic communication.
• May occasionally move or handle office materials and supplies weighing up to 10 pounds.

Benefits

At Dallas Mechanical Group, you’ll be part of a team that values integrity, safety, empowerment, teamwork, and continuous improvement. We offer careers wheregood workisvalued, respected, and rewardedand you will have the ability to make a meaningful impact in a growing organization.

What you can expect from Dallas Mechanical Group:

• Competitive pay and robust health and wellness benefits including medical, dental and vision, insured life and disability plans. Heath Saving Account (HSA) and Flexible Spending Accounts (FSA) options also available.
• 401(k) Savings Plan options with Employer Match.
• Employee Assistance Program (EAP).
• Paid Time Off and 8 paid holidays per calendar year.

Equal Opportunity Employer

As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled.

Affirmative Action Policy

Please review our Affimative Action Policy.