Inside Sales Coordinator

Are you passionate about consistently delivering exceptional customer service? Are you dedicated to enhancing customer experience by contributing your expertise to an energetic HVAC sales team, from initial inquiries to after-sales activities?

As a Service Inside Sales Coordinator, you will have the opportunity support a dynamic team of commercial HVAC Account Managers throughout pre- and post-sales activities. This role will utilize their technical expertise, acting as a central liaison between our internal teams and clients within the bay area to ensure we uphold a seamless sales process and deliver excellent customer service.

What You Will Do

• Support the service sales team with pre-sale and post-sale activities.
• Engage with customers verbally and written as directed by the Service Account Managers.
• Collaborate with external vendors to procure HVAC materials for our commercial clients, ensuring timely communication of lead times to the relevant team members when necessary.
• Maintain and regularly update the customer sales log within the assigned region as required.
• Generate and manage purchase orders while meticulously documenting accurate vendor details, material requirements, part numbers, and other related information.
• Develop pricing proposals for new customers and quoted work/recommendations received from field technicians.
• Maintains assigned area’s quoted repair log and shares updates with the team during office meetings.
• Process equipment warranties as required for assigned service team.
• Assist the Area Foreman as needed with customer questions or concerns.
• Supports the Service Department with other tasks as business requires.

Education, Skills & Experience

• 3 years’ experience as a Service Coordinator within a Sales team or similar role required.
• 2 years’ experience working with a mechanical contractor required.
• High school diploma or general education degree (GED; or equivalent combination of education and experience) required.
• Highly proficient with various office equipment and programs including MS Office Suite (Word, Outlook, Excel) required.
• Working knowledge of HVAC systems and common terminology utilized highly preferred.
• Excellent written and verbal communication skills required.
• Ability to maintain professional relationships with internal team members and customers required.
• Proven ability to be an effective multitasker with great time management and organizational skills required.

Compensation & Company Benefits Include

This is a full-time exempt position. The compensation for this role is $75,000 - $110,000 annually and is based on experience and skillset.

Health: Medical / Dental / Vision / Life & Disability Insurance / FSA

Well-Being: Robust Maternity & Paternity Leave / EAP / Paid Holidays / PTO / Sick Leave / Interactive Breakroom

Financial Wellness:401k w/ Employer Contribution / Employee Referral Bonus / “Positive Pulse”

Community Investment: Volunteer Opportunities / Team Building Activities / Employee Activities

Physical Requirements

As a Service Inside Sales Coordinator in the Mechanical Contracting Industry, there are certain physical requirements you should be aware of. These requirements ensure that you are capable of performing the necessary tasks safely and effectively. Reasonable accommodation may be provided to qualified applicants who may not be able to fulfil certain aspects of the role. The key physical requirements for this role are outlined below:

• This role may involve working at a desk, computer, or standing for prolonged periods of time.
• This role may be required to handle physical paperwork, files, office supplies, and using office equipment like a computer, mouse, keyboard, and calculators.
• While the role is predominantly desk-based, there might be instances where standing or moving around the office is required.
• This role does not typically involve heavy lifting, however lighting lightweight items such as files or other office supplies up to 50lbs might be required.

Who We Are:

At SVM, we are more than just a leading mechanical contractor specializing in design-build commercial HVAC, plumbing, piping, service/maintenance, and 24-hour emergency services. We’re a team dedicated to supporting the Bay Area, Sacramento, and Nevada regions with trusted expertise and an unwavering commitment to delivering exceptional experiences at every level.

Our success is built on a collaborative culture that values teamwork, innovation, and doing the right thing. We take pride in fostering an inclusive and welcoming environment where every team member feels supported, valued, and empowered to grow. At SVM, we believe our people are our greatest asset, and we prioritize their development, well-being, and success.

Our state-of-the-art fabrication facility reflects our dedication to quality and efficiency. By leveraging cutting-edge 3D design and manufacturing technology, we detail and fabricate ductwork, piping, and pre-skidded equipment to execute projects with precision and excellence.

At SVM, we don’t just focus on work—we focus on balance. We encourage a life-work approach that allows our team to thrive both personally and professionally. We are committed to helping our team members grow, stay curious, and work collaboratively to tackle any challenge. With the support of peers, managers, and executive leadership, our team is equipped to succeed and build meaningful careers.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhausted list of all responsibilities, duties and skills required.