Job Summary:
Inside Sales Engineer - Level II acts as a liaison between internal customers, and manufacturers. Constant communication is required to provide general information, service, maintenance, and repair updates related to the different stages of the product/project.
Job Code: Administrative/Sales
Location: Brea, CA
Salary: Non-Exempt/Hourly
Estimated Pay: $85k - $110k
Duties / Responsibilities:
Pre-Bid Duties:
• Review bid calendars from customers.
• Identify project opportunities to bid.
• Perform takeoff - including interfacing with customer as necessary to collect relevant bid documents, plans, and specifications.
• Use multiple factory software tools to create equipment selections, performance data and specifications.
• Generate quote letters and price summaries based on customer requests and/or project plans and specifications.
• Communicate with factories for special options and pricing.
• Update and manage bid documents and quote requests in ATC CRM.
Project Management Duties:
• Create submittal documents for various products.
• Work with sales engineers to gain approval for submittals.
• Enter orders to factories.
• Enter stock orders in ATC CRM.
• Relay shipping information between factory and customer.
• Interact with credit team and CRM coordinators as necessary.
• Track orders/shipments as necessary.
• Coordinate equipment startup requirements with ATC Service department.
• Assemble project closeout documents.
• Process warranty claims with manufacturers.
• Process and track RMAs with customers and manufacturers.
• Update and manage orders in ATC CRM.
Additional Duties:
• Provide engineering support as needed.
• Attend jobsite and/or customer visits to assist sales engineers.
• Attend in-house factory training, ATC trainings, factory/webinar and online trainings.
• Train fellow ISEs upon attending factory training sessions.
• Be knowledgeable of locations for factory literature and technical resources.
• Keep current with factory software versions.
• Assist and direct customers with requests.
• Demonstrate a working knowledge of ISE Level 1 skillset, as well as knowledge of factory resources and proper engagement of their assistance.
Requirements
Required Skills / Abilities:
• Strong technical HVAC background
• Excellent verbal communication skills, demonstrating tact and diplomacy.
• Excellent interpersonal and customer service skills.
• Excellent organization skills and attention to detail.
• Proficient in time management and ability to meet deadlines on assignments.
• Demonstrated problem solving skills.
• Proficient with Microsoft Office Suite (Outlook, Word, Excel), Internet Browser (Chrome), and related Microsoft CRM software.
Education and Experience:
• Associate degree with three years of directly related HVAC industry experience.
• Bachelor's degree in related field / B.S. in Mechanical Engineering preferred.
• One to three years of related experience required.
Physical Requirements:
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 25 pounds at times.
• Vaid driver's license and no major driving violations.
• Travel to meet with clients or potential clients will be required on occasion.
• On-site, in office.
Salary Description
Min: $85,000.00 - Max: $110,000.00
