Inside Sales Representative - HVAC
Educated Solutions Corp, Waukesha, Wisconsin, United States, 53188
Our client, an HVAC/R manufacturer’s representative based in Wisconsin is seeking an Inside Sales Representative to add to their HVAC Aftermarket/Hydronic team to specialize in HVAC Parts Sales. 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 Parts. 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 $65K-$75K based on experience strong benefit/bonus program.
The key to this role is any past experience working with HVAC Parts and components and a proven ability to be organized, show attention to detail and further 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 working in the HVAC/R arena with an understanding of a variety of HVAC parts and components.
1+ years experience working with customers – communicating daily customer information
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 Hydronics systems
Familiarity with reading mechanical plans.
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The key to this role is any past experience working with HVAC Parts and components and a proven ability to be organized, show attention to detail and further 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 working in the HVAC/R arena with an understanding of a variety of HVAC parts and components.
1+ years experience working with customers – communicating daily customer information
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 Hydronics systems
Familiarity with reading mechanical plans.
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