Inside Sales Engineer / Project Manager

Overview

CoolSys solves the most complex challenges in refrigeration, air conditioning, heating, engineering, and energy management. With over 3,700 associates nationwide, we deliver tailored solutions to help businesses cut costs, improve equipment performance, and reduce emissions.

Our services include HVAC and refrigeration equipment sourcing, installation, repair, maintenance, monitoring, and optimization. We also offer engineering design, energy resilience and consumption optimization, asset recycling, and seamless multi-site rollouts across states.

CoolSys serves over 45,000 customer locations in industries like retail, food service, commercial, data centers, industrial, and pharmaceuticals.

No wonder Newsweek named CoolSys one of America’s Greatest Workplaces!

We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include:

• Competitive pay: $45-60K
• Benefits: Medical, Dental, Vision and Prescription coverage.
• Paid vacation, holidays, and floating holiday.
• 401(K) with Company match.
• Company sponsored life insurance, as well as optional AD&D, short and long-term disability.
• Tuition reimbursement.
• Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more.
• Pet Insurance.
• Legal Plan, and ID Theft Protection.

JOB SUMMARY

To support our rapid growth, we are seeking a Project Specialist will be responsible for assisting the sales team by providing administrative support, managing sales data, coordinating customer communications, and handling order processing. The role ensures the smooth operation of the sales function, improving efficiency and helping the sales team focus on meeting revenue goals.

Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide administrative assistance to the sales team, including scheduling meetings, preparing presentations, and handling correspondence.
• Maintain and update customer databases, ensuring accuracy and completeness of client information.
• Prepare quotes, proposals, and contracts, ensuring timely delivery to customers.
• Coordinate the order process from order entry through to delivery, ensuring customer expectations are met.
• Assist in the management of customer inquiries, addressing questions, and directing issues to the appropriate sales representative or department.
• Ensure a positive customer experience by providing timely responses and support.
• Generate regular sales reports, forecasts, and performance analysis for the sales team and management.
• Assist in preparing presentations or reports for sales meetings and client reviews.
• Act as a liaison between sales and other departments such as marketing, operations, and finance, ensuring effective communication and timely follow-up.
• Assist the sales team in managing and prioritizing tasks.
• Process and track sales-related invoices and expenses.
• Embodies the CoolSys CARES culture (Collaboration, Accountability, Respect, Empowerment, Safety).
• Performs other duties as assigned.

Qualifications

Education / Training

• Bachelor’s degree in Business, Marketing, or related field. Engineering degree preferred.

Work Experience / Skills

• 1-3 years of experience in a sales support, administrative, or customer service role. Prior experience in sales is a plus.
• Familiarity with CRM software (e.g., Salesforce, HubSpot) and sales reporting tools.
• Strong organizational and time management skills, with the ability to handle multiple tasks and meet deadlines.
• Excellent written and verbal communication skills.
• Ability to work well in a team environment and collaborate across departments.
• Ability to understand and follow all company policies and procedures and all applicable State and Federal laws.
• Ability to use typical business tools including E-Mail, Word, Excel, PowerPoint, etc.