Commercial Sales Specialist

Description

The Commercial Sales Specialist supports the commercial initiatives for the company by preparing accurate, complete, and timely estimates that meet specifications of both design build and plan/spec jobs. In addition to working with Commercial team members, the Commercial Sales Specialist will work closely with Inside and Outside Sales to provide excellent customer service.

RESPONSIBILITIES

· Provide accurate quotes for all commercial projects that meet specification and customer requirements in a timely manner

· Promptly follow up on customers’ requests, whether handled personally or after passing needs and leads to others, to confirm completion

· Interact with customers in-person, via email and phone in a professional manner

· Partner with Design Engineering team on design/build projects and quotes

· Partner with Outside Sales on pricing and technical specifications as needed

· Utilize and be proficient in Design Air’s operating software (P21) for processing orders

· Build relationships with our vendor partners to ensure timely response on special quote requests

· Estimate design build and plan/spec projects using blueprints and construction layouts provided by the customer

· Stay proficient in our vendors’ software programs to obtain information necessary to produce quotes

· Complete special orders for equipment and materials with project coordination dates being considered

· Assist the Inside Sales team as needed with commercial product and pricing information

· Provide professional grade submittal packages when required

· Manage and prioritize multiple projects at one time

· Take on other duties and special projects as assigned

Requirements

· Project management or estimating experience in the HVAC industry preferred

· Detailed knowledge of commercial HVAC systems preferred

· Ability to read and interpret blueprint and construction drawings (technical aptitude) 

· Ability to think critically and logically under pressure and work in a fast-paced environment

· Strong verbal and written communication skills

· Excellent time management skills with the ability to multitask to meet project deadlines

· Ability to collaborate and work independently

· Build strong working relationships with all levels of staff and customers

· Use independent judgment to respond appropriately to customer needs

· Proficient with Microsoft Office (Outlook, Teams, Excel)

· Willingness to own and lead projects