Inside Sales Associate - Dedicated

Job Overview

The Dedicated Inside Sales Associate supports a specific outside sales representative and their customer portfolio, acting as the primary internal partner for quotes, communication, and project follow-through. Unlike shared-service team members who assist a broader pool, this role is intentionally focused—building familiarity with assigned accounts to improve responsiveness, consistency, and project execution. The ideal candidate is detail-oriented, customer-focused, and driven to help both the sales rep and the customer succeed from proposal to delivery.

Key Responsibilities

• Serve as the primary inside sales contact for the assigned outside sales representative and their customer group.
• Prepare quotes, submittals, pricing packages, and documentation based on plans, specifications, or customer needs.
• Coordinate project requirements directly with the assigned outside rep, including follow-ups, status updates, and action items.
• Communicate pricing, availability, lead times, and product information to customers and partners.
• Track orders, monitor schedules, and address delays proactively to ensure smooth job execution.
• Maintain organized project files, CRM updates, and documentation for assigned accounts.
• Assist with equipment takeoffs, plan/spec review, or coordinate with engineering when required.
• Develop working knowledge of products/manufacturers tied to the rep’s territory or segment.
• Support customer relationship building through prompt response, consistent communication, and attentive service.
• Work closely with logistics, operations, and internal teams to move jobs from quote to fulfillment successfully.

Qualifications

• Bachelor’s degree in business, HVAC Technology, Engineering, or related field preferred.
• 1–3 years of inside sales, estimating, order management, or project coordination experience (HVAC or building systems a plus).
• Ability to read and understand mechanical drawings, specifications, and technical documentation.
• Proficiency with Microsoft Office; CRM or quoting software experience is helpful.
• Strong written and verbal communication skills with attention to accuracy and detail.

Preferred Attributes

• Customer-focused with a professional, solution-oriented approach.
• Highly organized and able to manage multiple projects, deadlines, and follow-ups.
• Comfortable working in a fast-paced environment with shifting priorities.
• Technical curiosity and interest in HVAC systems, equipment, and product application.
• Team-oriented mindset — able to collaborate effectively with sales, operations, and partners.