What are the responsibilities and job description for the Project Manager/Inside Sales Assistant position at Custom Air Ventilation & Heating of Central...?
Company Overview:
We are a leading commercial HVAC material supplier with an immediate opening for a Project Coordinator/Inside Sales Assistant. Our goal is to effectively promote HVAC equipment sales in the commercial construction market while delivering exceptional service to our customers.
Job Summary:
In this role, you will support Outside Sales Engineers with estimating, project management, and customer service to existing customers.
Key Responsibilities:
- Review Construction Plans: Understand and interpret construction plans and specifications to perform material take-offs and select appropriate materials based on project requirements.
- Job Management: Manage job files, coordinate the submittal process, handle order entries with factories, expedite orders, and process freight claims while following proper documentation and correspondence requirements.
- Customer Relationship Building: Act as a liaison between customers and Outside Sales Engineers, fostering strong relationships with both.
- Communication: Engage regularly with Outside Sales Engineers, factory representatives, and customer personnel to meet project deadlines and customer needs.
- Multitasking: Prioritize daily tasks effectively to ensure exceptional customer service.
- Material Take-offs: Ability to take off material from mechanical drawings, paying attention to important details.
- Quotation Preparation: Price materials using manufacturer software and write quotations for distribution to customers.
- Job Documentation: Set up and manage job files, including proper documentation and correspondence.
- Freight Claims Management: Understand the process for addressing damaged or shorted shipments.
- Billing Processes: Handle factory invoices, customer billing issues, and credit applications, as well as initiate credit card transactions as needed.
- Efficiency: Execute all responsibilities with speed, accuracy, and efficiency.
Ideal Candidates:
- Passionate about serving customers
- Positive, energetic, and solution-oriented.
- Skilled at recognizing and seizing opportunities.
- Driven by success.
Qualifications:
Education:
- Engineering degree (preferably Mechanical Engineering), Building Construction degree, or comparable industry experience.
Experience:
- Proven inside sales or project coordination experience, ideally with at least 3 years working with commercial HVAC products.
Skills:
- Organizational Skills: Ability to manage 50 to 100 concurrent projects at various stages of development effectively.
- Technical Aptitude: Provide comprehensive pre-sale and post-sale support with in-depth product knowledge.
- Computer Proficiency: Proficient in Microsoft Windows and relevant software for selection, pricing, quoting, ordering, and communication with factories and customers.
- Problem-Solving: Capable of creatively addressing challenges related to applications, delivery, and installation.
- Time Management: Skilled in multitasking within a fast-paced environment while adapting to changing priorities and tight deadlines.
- Customer Service Orientation: Demonstrates a proactive "can-do" attitude with a strong focus on client satisfaction.
Work Environment:
- Remote office with travel required to other CAVH offices.
Reporting Structure:
- This role reports to the Head of Project Management
Compensation:
- Competitive salary
- Comprehensive medical, dental, vision, short-term and long-term disability insurance.
- 401(k) retirement plan with company match
- Paid time off and holidays