Service Sales Coordinator – Accounts & Proposals

United Mechanical; Alameda (CA); On-site; USD 59,000 - 66,000; Full time

Benefits offered by this job

Health care plan

401k with company match

PTO & Holidays

Job summary

United Mechanical, a leading commercial HVAC and plumbing contractor in Northern California, seeks a Service Account Representative to support its Service Sales team in San Jose. You'll work with Account Managers to prepare proposals, coordinate requests, and manage sales activity from proposal to project completion.

The ideal candidate has 5+ years in inside sales or project coordination in a commercial/industrial service setting, strong customer service, and proficiency with CRM, Excel, Word,

Qualifications

• 5+ years in inside sales or project coordination in a commercial/industrial service environment.
• Experience in commercial HVAC, plumbing, electrical, or related building trades preferred.
• Strong customer service and relationship-building skills with a positive customer experience focus.
• Excellent organizational skills to manage multiple priorities and deadlines.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Comfort learning and navigating multiple software platforms, including CRM and proposal management.

Responsibilities

• Support multiple Account Managers with sales activities, customer accounts, and service-related deliverables.
• Prepare and process estimates, proposals, and approved sales orders for planned maintenance agreements, repairs, and equipment replacements.
• Build and maintain strong relationships with customers, vendors, and internal teams.
• Track proposals, sales opportunities, and customer activity in our CRM system.
• Coordinate with Service Operations to facilitate purchasing, subcontractor agreements, scheduling, and timely delivery of customer commitments.
• Prepare equipment and product submittals for customer review and approval.
• Monitor sales order progress and collaborate with internal teams to support accurate, timely invoicing.
• Assist with customer account follow-up and accounts receivable collection as needed.

Skills

Inside sales

Customer service

CRM system

Proposal development

Communications

Tools

CRM software

Estimating software

Proposal management

Service management software

Job description

United Mechanical, a leading commercial HVAC and plumbing contractor in Northern California, seeks a Service Account Representative to support its Service Sales team in San Jose. You'll work with Account Managers to prepare proposals, coordinate requests, and manage sales activity from proposal to project completion.

The ideal candidate has 5+ years in inside sales or project coordination in a commercial/industrial service setting, strong customer service, and proficiency with CRM, Excel, Word,