Commercial Inside Quote Specialist

Position Summary:

We’re looking for a fun, driven, and hardworking individual to help quote and sell replacement commercial HVAC equipment.  Helping customers find their shiny new Carrier rooftop unit is the name of the game.  You will be responsible for email, phone, and walk-in quote requests, as well as any job follow up, including offering alternate proposals, and any order processing necessary.  Knowledge of our products and internal systems can be taught, but the ability to adapt, think on the fly, and make your own, informed decisions will be the key to your success. 

Key Responsibilities

• Prepare accurate and timely quotes for equipment and accessories on non-plan and spec opportunities received via phone, email, walk-in customers, and other channels.
• Partner with inside and outside sales teams to provide technical product knowledge and quoting support.
• Track and log project opportunities using Monday.com to ensure visibility and coordination across the team.
• Utilize the WebUI system to check stock availability, recommend product substitutions, and generate quotes.
• Provide product literature and submittals for specified quotes when requested.
• Support customers with order tracking, logistics coordination, and general equipment sales assistance.
• Identify opportunities to improve processes and contribute ideas that enhance team efficiency and service.
• Participate in training and product education to expand HVAC product knowledge and share insights with colleagues.
• Deliver exceptional customer service through clear and professional communication in person, by phone, and in writing.
• Assist with order entry when needed to ensure smooth customer support and project completion.

Knowledge and Experience

• 2 Year Associate Degree or relevant HVAC experience
• Familiar with HVAC products and their basic application
• Detail oriented, accurate, proficient with math
• Proficient with MS Office products (Word, Excel & Outlook)
• Self-motivated, and exhibits positive attitude
• Possesses above average communication skills

Physical Demands and Work Environment:

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to communicate in person and on the telephone. The employee is frequently required to use hands to finger, handle, or feel in order to operate computer keyboard, office equipment, and other essential tasks. The employee is frequently required to sit, stand, walk, bend, stoop, crouch, and reach with hands and arms. This position infrequently lifts, carries, or otherwise moves and positions objects weighing up to 25 pounds. The noise level in the work environment is usually moderate.