Position Summary

The primary duty of this role is to offer comprehensive administrative assistance to both the sales and service support teams as well as the management staff. In this position, you will collaborate closely with our dynamic sales team to guarantee the efficient and high-quality delivery of sales project proposals to our valued customers. This position plays a pivotal role in ensuring that our clients receive their proposals promptly and meet our exact standards of excellence.

Job Functions:

• Works in CRM system to keep sales lead and bid lists up to date.
• Collaborates with the Sales Director to allocate CRM leads.
• Create sales proposals by incorporating estimates and input from the sales team to guarantee accuracy.
• Process and coordinate sales orders from customers.
• Communicate and coordinate with customers with any sales or project information needed.
• Process and maintain customer sales contracts and purchase orders.
• Maintain customer sales information.
• Manage physical and digital filing systems.
• Run and publish regular sales reports from CRM.
• Provide phone support for sales organization.
• Provide phone support for various departments.
• Provide administrative support for various Department when needed.

Knowledge, Skills and Abilities:

• Minimum 3 years of applicable work experience.
• Proficient in MS Excel, MS Word, and PDF
• Experienced with CRM
• Well-rounded with an ability to solve problems creatively.
• Takes initiative.
• Excellent listening skills.
• Excellent oral and written communication skills.
• Must be able to organize, prioritize and manage multiple tasks and projects effectively.
• Honesty, integrity, and a strong desire to succeed.
• Interacts with others in a respectful and professional manner.
• High energy, self-motivated and proactive, marked by a positive attitude and having a willingness to persevere.
• Self-directed, extremely organized and can manage multiple activities simultaneously.
• Able to work on very tight timelines while maintaining excellent attention to detail.
• Ability to build and maintain effective working relationships at all levels of the organization, and work with a diverse group of people.
• Capable of establishing and sustaining collaborative relationships with all functions within the company.
• Must be able to foster a sense of teamwork.

Job Qualifications:

• Associate degree in Business Administration, a related field, or minimum 3 years of related experience in a similar detailed oriented position.
• 3 years of experience with a HVAC or construction contractor in an administrative role is a plus.
• This position is full time and based in Branford, CT.

Why should you join the Controlled Air, Inc. team?
We are excited to announce that Yanmar Group has officially acquired Controlled Air Inc., ushering in a new era of innovation and expansion in the HVAC and energy solutions sector. Join our team and be a part of our collaborative and innovative environment, where we're dedicated to designing and building intelligent systems that prioritize high performance, energy efficiency, and customer satisfaction. Controlled Air, Inc. provides opportunities for professional growth and attractive benefits. Join our growing team today! Controlled Air Inc. is an Equal Opportunity Employer

This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. This job description also does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of job change.

AA/EOE

Job Type: Full-time

Pay: $55,000.00 - $66,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Administrative: 3 years (Required)
• Office management: 3 years (Required)

Work Location: In person