Communicate regularly with Sales team members, national account customers, equipment suppliers, subcontractors, and internal departments via phone and email.
Develop and maintain a working knowledge of HVAC systems, equipment, components, terminology, and service solutions.
Solicit pricing and proposals from equipment suppliers and subcontractors; coordinate follow-up to ensure timely receipt of information.
Assist with preparation, formatting, and delivery of customer proposals, estimates, and other sales-related documentation.
Prepare, coordinate, and track project submittals and supporting documentation.
Generate and distribute purchase orders and monitor equipment, material, and subcontractor orders through completion.
Assemble complete and accurate booking packages and enter projects into ERP+.
Maintain organized and accurate Service Sales files and project documentation.
Maintain accurate sales opportunity, pipeline, customer, and activity information within the CRM system.
Track outstanding proposals, opportunities, orders, and other sales activities and provide follow-up as appropriate.
Assist Sales team members with customer requests, project information, pricing coordination, and administrative needs.
Participate actively in Sales meetings and assist with follow-up on identified action items.
Collaborate with Sales, Operations, Service, and other internal teams to support effective project handoff and execution.
Share best practices and contribute to continuous improvement within the Service Sales team.
Maintain confidentiality of customer, employee, pricing, financial, and other sensitive business information.
Comply with all company operating policies, procedures, safety requirements, and applicable programs.
Perform other duties as assigned.
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Qualifications
Prior experience in inside sales, service sales support, estimating, project coordination, facilities management, or operations and maintenance preferred.
Experience within the HVAC, mechanical services, building systems, facilities management, or related industry is strongly preferred.
Basic understanding of HVAC systems, equipment, components, and terminology preferred, with the ability and willingness to develop additional technical knowledge.
Strong customer service, communication, and presentation skills with demonstrated sales aptitude.
Ability to communicate professionally and effectively with customers, vendors, subcontractors, and internal stakeholders.
Strong organizational skills with the ability to manage multiple priorities, deadlines, proposals, and projects simultaneously.
Strong attention to detail and commitment to accuracy in proposals, purchase orders, project documentation, and system data.
Demonstrated problem-solving, analytical, and troubleshooting skills.
Proficiency with Microsoft Office, including Outlook, Word, and Excel; strong Excel skills required.
Experience working with CRM and ERP systems preferred.
Ability to learn new software, technical concepts, processes, and systems quickly.
Ability to work both independently and collaboratively within a team environment.
Ability to adapt to changing priorities and respond effectively in a fast-paced service environment.
Physical Demands
This is an in-office position. Work is performed primarily in a professional, climate-controlled office environment with typical office noise levels.
Regularly operates a computer, telephone, and other standard office equipment, with extended periods of computer and screen-based work.
Work Environment
Ability to remain in a stationary position for extended periods and occasionally move throughout the office to attend meetings, access files, or use office equipment.
Ability to communicate effectively in person, by telephone, and through electronic communication.
May occasionally move or handle office materials and supplies weighing up to 10 pounds.
Benefits
At Dallas Mechanical Group, you’ll be part of a team that values integrity, safety, empowerment, teamwork, and continuous improvement. We offer careers where good work is valued, respected, and rewarded and you will have the ability to make a meaningful impact in a growing organization.
What you can expect from Dallas Mechanical Group
Competitive pay and robust health and wellness benefits including medical, dental and vision, insured life and disability plans. Heath Saving Account (HSA) and Flexible Spending Accounts (FSA) options also available.
401(k) Savings Plan options with Employer Match.
Employee Assistance Program (EAP).
Paid Time Off and 8 paid holidays per calendar year.
Equal Opportunity Employer As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled.
Affirmative Action Policy
Please review our Affirmative Action Policy.
Notice to Prospective Employees Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine. EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR’s normal application process – it is probably fraudulent.
