Project Manager/Inside Sales Assistant

ZipRecruiter; Clearwater (FL); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading commercial HVAC company in Clearwater is seeking a Project Coordinator/Inside Sales Assistant. The role involves supporting Outside Sales Engineers, managing projects, and delivering exceptional customer service. Ideal candidates should have relevant experience, strong organizational skills, and a technical aptitude. The position offers competitive compensation and a remote work environment with travel requirements.

Benefits

Competitive salary

Comprehensive medical, dental, and vision insurance

401(k) retirement plan with company match

Paid time off and holidays

Qualifications

• Proven inside sales or project coordination experience, ideally with at least 3 years working with commercial HVAC products.
• Ability to manage 50 to 100 concurrent projects at various stages of development effectively.
• Demonstrates a proactive 'can-do' attitude with a strong focus on client satisfaction.

Responsibilities

• Review Construction Plans and perform material take-offs.
• Manage job files, coordinate the submittal process, handle order entries.
• Act as a liaison between customers and Outside Sales Engineers.

Skills

Organizational Skills

Technical Aptitude

Computer Proficiency

Problem-Solving

Time Management

Customer Service

Education

Engineering degree (preferably Mechanical Engineering)

Tools

Microsoft Windows

Job description

Company Overview

We are a leading commercial HVAC material supplier with an immediate opening for a Project Coordinator/Inside Sales Assistant. Our goal is to effectively promote HVAC equipment sales in the commercial construction market while delivering exceptional service to our customers.

Job Summary

In this role, you will support Outside Sales Engineers with estimating, project management, and customer service to existing customers.

Key Responsibilities

• Review Construction Plans: Understand and interpret construction plans and specifications to perform material take-offs and select appropriate materials based on project requirements.
• Job Management: Manage job files, coordinate the submittal process, handle order entries with factories, expedite orders, and process freight claims while following proper documentation and correspondence requirements.
• Customer Relationship Building: Act as a liaison between customers and Outside Sales Engineers, fostering strong relationships with both.
• Communication: Engage regularly with Outside Sales Engineers, factory representatives, and customer personnel to meet project deadlines and customer needs.
• Multitasking: Prioritize daily tasks effectively to ensure exceptional customer service.
• Material Take-offs: Ability to take off material from mechanical drawings, paying attention to important details.
• Quotation Preparation: Price materials using manufacturer software and write quotations for distribution to customers.
• Job Documentation: Set up and manage job files, including proper documentation and correspondence.
• Freight Claims Management: Understand the process for addressing damaged or shorted shipments.
• Billing Processes: Handle factory invoices, customer billing issues, and credit applications, as well as initiate credit card transactions as needed.
• Efficiency: Execute all responsibilities with speed, accuracy, and efficiency.

Ideal Candidates

• Passionate about serving customers
• Positive, energetic, and solution-oriented.
• Skilled at recognizing and seizing opportunities.
• Driven by success.

Qualifications

Education:

• Engineering degree (preferably Mechanical Engineering), Building Construction degree, or comparable industry experience.

Experience:

• Proven inside sales or project coordination experience, ideally with at least 3 years working with commercial HVAC products.

Skills:

• Organizational Skills: Ability to manage 50 to 100 concurrent projects at various stages of development effectively.
• Technical Aptitude: Provide comprehensive pre-sale and post-sale support with in-depth product knowledge.
• Computer Proficiency: Proficient in Microsoft Windows and relevant software for selection, pricing, quoting, ordering, and communication with factories and customers.
• Problem-Solving: Capable of creatively addressing challenges related to applications, delivery, and installation.
• Time Management: Skilled in multitasking within a fast-paced environment while adapting to changing priorities and tight deadlines.
• Customer Service : Demonstrates a proactive "can-do" attitude with a strong focus on client satisfaction.

Work Environment

• Remote office with travel required to other CAVH offices.

Reporting Structure

• This role reports to the Head of Project Management

Compensation

• Competitive salary
• Comprehensive medical, dental, vision, short-term and long-term insurance.
• 401(k) retirement plan with company match
• Paid time off and holidays