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Mid-Ohio Air Conditioning

Inside Sales Representative

Account ExecutiveConfirmed live in the last 24 hours
Full-timeColumbus, OH, USA

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least two years of estimating, inside sales, service coordination, or proposal development experience is required; commercial or industrial HVAC or mechanical contractor experience is preferred.
  • Working knowledge of HVAC service scopes, parts, materials, and labor estimating sufficient to translate technician recommendations into accurate proposals is required.
  • Proficiency in Microsoft Excel and Word, and comfort using CRM and ERP tools to track proposals, purchase orders, and agreements, are required.
  • Written and verbal communication skills sufficient to explain scope of work and schedule impact clearly to customers are required.
  • Ability to manage many concurrent proposals and deadlines in a fast-moving environment is required.
  • High attention to detail and accuracy in estimates, proposals, and purchase orders is required.
  • Sound judgment about when to proceed directly and when to escalate to the Operations Manager or Sales Manager is required.
  • Ability to pass pre-employment background screening and drug testing is required.
  • Ability to occasionally lift and move up to 25 pounds is required.
  • An associate degree in business, construction management, or a related field is preferred, but not required.

Responsibilities

  • Review technician recommendations and interpret the required parts, materials, labor hours, subcontractors, rentals, and other scope elements.
  • Produce accurate estimates and professional, customer-ready proposals with a clear scope of work in a timely manner.
  • Verify pricing, labor-hour, and material assumptions against current company pricing standards before proposals are sent.
  • Assist with proposals and initial turnover documentation for startups, commissioning, and warranty repairs as directed by the Operations Manager and Sales Manager.
  • Communicate to customers how a repair or project will affect their normal work schedule and building environment during the work.
  • Support Sales Engineers, technicians, the Sales Manager, and the Operations Manager by producing proposals and estimates so they can focus on customer relationships and larger opportunities.
  • Identify larger sales opportunities arising from technician recommendations or quick-turn proposal activity and route them to the Sales Manager.
  • Serve as a responsive point of contact for customers awaiting a proposal or scope clarification.
  • Work with technicians, lead technicians, dispatchers, and coordinators to develop proposals with a clear, accurate scope of work.
  • Coordinate scheduling of proposed and sold work through Dispatch; Dispatch owns and performs the actual scheduling.
  • Seek guidance from the Operations Manager when the work scope needs clarification or communicated labor hours appear over- or understated relative to the recommendation.
  • Seek guidance from the Sales Manager when sales strategy or tactics require more than direct customer communication and presentation.
  • Seek guidance from the Sales Manager when a repair appears excessive relative to equipment condition or equipment replacement may be more appropriate and cost-effective.
  • Assist with development, input, renewal, and profitability reporting for preventive maintenance, service labor, and warranty agreements.
  • Track agreement terms, scope, and renewal timing in coordination with the Operations Coordinator and Sales Manager.
  • Buy out approved proposals and issue purchase orders for parts, materials, subcontractors, and rentals.
  • Track parts and equipment ordered against sold proposals through delivery, confirming quantities and job or ticket assignment.
  • Coordinate with the Operations Coordinator and Purchasing to resolve pricing, quantity, or receiving discrepancies associated with sold proposals.
  • Serve as a trained backup for Dispatching, the Operations Coordinator role, and Purchasing as needed to maintain coverage during absences.
  • Maintain working familiarity with dispatching, Operations Coordinator, and Purchasing functions so coverage does not require learning workflows from scratch.
  • Identify recurring estimating, proposal, agreement-renewal, or purchasing bottlenecks and recommend practical process improvements.
  • Perform other duties as assigned in support of Service Division goals.
  • Work primarily in an office environment at the Columbus facility, Monday through Friday, 7:30 AM to 4:30 PM, with one hour for lunch; occasional additional hours may be required during peak proposal volume or agreement-renewal periods.

Desired Qualifications

  • Oracle NetSuite or Salesforce experience, particularly estimating, purchasing, or agreement/contract modules.
  • Familiarity with preventive maintenance, service labor, and warranty agreement structures.
  • Prior experience supporting or backing up dispatch or purchasing functions.
  • Familiarity with commercial, industrial, or institutional HVAC systems and equipment replacement economics.

About the Company

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