Proposal & Sales Support Specialist

Southland Industries, Inc.; Corpus Christi (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, and vision insurance

Annual bonus

Life insurance

Disability insurance

FSAs

Paid parental leave

Paid holidays & leave

Training & development

Wellness benefits

Job summary

Southland Industries is seeking a team-oriented professional to partner with outside sales in crafting cost-effective repair work proposals. You will coordinate with vendors to ensure customer needs are met and assist in setting up jobs after quotes are approved.

The role requires 2–4 years of related experience, including HVAC or estimating, and strong proficiency with MS Office and data management. A focus on accuracy, communication, and multitasking is essential in this fast-paced environment.

Qualifications

• High School or GED required.
• 2-4 years’ related experience, which may include commercial HVAC, estimating or parts/counter sales.
• Proficient in Microsoft Office Excel, Outlook, Word and PDF.
• Strong data entry skills with a focus on accuracy.
• Excellent attention to detail and organizational skills.
• Strong verbal and written communication skills.
• Strong prioritization and multi-tasking skills.
• Excellent customer service skills.

Responsibilities

• Partners with outside sales to meet customer’s timely needs for quotes and submissions to operations.
• Seeks to understand the customer’s unique business needs to create competitive, accurate and timely estimates and proposals. Ensures the proposal encompasses the customer’s scope of service and seeks internal technical advice as necessary.
• Maintains current work requests submitted by technicians, typically in an Excel spreadsheet. Utilizes and maintains quoted work database and ensures integrity through accurate file management. Ensures information is loaded to SharePoint site for viewing and collaboration with other team members.
• Ensures the Extra Work Authorization (EWA) is assigned to the correct Account Manager; gathers information needed to develop quotes, including vendor costs; obtains internal approvals and sends quote to customer. Upon customer approval, assists Account Managers with job set-up process, including sending information to dispatchers.
• Provides other administrative support to assigned Account Manager and Sales Support team as appropriate.

Skills

Microsoft Excel

Microsoft Outlook

Microsoft Word

Data entry

Education

High School or GED

Tools

SharePoint

Job description

Southland Industries is seeking a team-oriented professional to partner with outside sales in crafting cost-effective repair work proposals. You will coordinate with vendors to ensure customer needs are met and assist in setting up jobs after quotes are approved.

The role requires 2–4 years of related experience, including HVAC or estimating, and strong proficiency with MS Office and data management. A focus on accuracy, communication, and multitasking is essential in this fast-paced environment.