What are the responsibilities and job description for the Inside Sales & Quotations Specialist (HVAC) position at Keystone Sales & Associates?
Overview
Keystone Sales & Associates is seeking a motivated Inside Sales & Quotation Specialist to join our growing team. In this role, you'll be responsible for preparing equipment quotations and supporting commercial HVAC projects from bid through award. You'll work closely with our outside sales team, manufacturers, contractors, engineers, and distributors to provide accurate, timely, and competitive solutions for commercial projects.
If you have a passion for HVAC, enjoy problem-solving, and thrive in a fast-paced environment, we'd love to hear from you.
Key Responsibilities
- Review commercial HVAC plans, specifications, and bid documents.
- Prepare accurate equipment selections and quotations for commercial HVAC projects.
- Utilize manufacturer selection software to size and configure HVAC equipment.
- Select equipment including rooftop units, air handlers, chillers, VRF systems, controls, and related products.
- Develop detailed pricing proposals while ensuring accuracy and competitiveness.
- Coordinate with manufacturers and vendors to obtain pricing, lead times, and product information.
- Support outside sales representatives throughout the quoting and bidding process.
- Follow up on quotations, assist with pricing discussions, and help secure project awards.
- Manage bid deadlines and maintain organized quote records within CRM and ERP systems.
- Provide technical product support to contractors, engineers, distributors, and customers.
- Build and maintain strong relationships with customers and manufacturer partners.
Qualifications
- Previous experience in commercial HVAC, mechanical systems, or inside sales required.
- Strong understanding of commercial HVAC equipment and applications.
- Ability to read and interpret construction drawings, mechanical plans, and specifications.
- Experience using HVAC equipment selection software is preferred.
- Proficiency in Microsoft Office, particularly Excel.
- Experience with CRM and ERP software is a plus.
- Excellent organizational skills with strong attention to detail.
- Ability to manage multiple projects and deadlines simultaneously.
- Strong communication, customer service, and problem-solving skills.
Preferred Skills
- Commercial HVAC estimating and quoting
- HVAC equipment selection
- Blueprint and specification review
- Technical sales support
- Customer relationship management
- Time management and organization
- Critical thinking and problem-solving
Why Join Keystone Sales & Associates?
At Keystone Sales & Associates, we're more than a manufacturers' representative—we're a trusted partner to our customers and manufacturers. We pride ourselves on delivering technical expertise, exceptional service, and lasting relationships throughout the HVAC industry. Joining our team means becoming part of a collaborative, family-oriented culture that values professional growth, teamwork, and long-term success.
Compensation & Benefits
- Competitive salary (commensurate with experience)
- Performance-based bonus opportunities
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off and company holidays
- Ongoing training and professional development
- Opportunities for career advancement
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $50,000 - $70,000