Job Type
Full-time
Description
Inside Sales Engineer act as a liaison between the Sales Engineers, clients and manufacturers. Constant communication is required to provide general information, service, maintenance, and repairs updates related to the different stages of the product/project.
Requirements
Pre-Bid Duties :- Review bid calendars from customers.
- Identify project opportunities to bid.
- Perform takeoff - including interfacing with customers as necessary to collect relevant bid documents, plans and specifications.
- Use multiple factory software tools to create equipment selections.
- Communicate with factories for special options and pricing.
- Generate quote letters and price summaries based on customer requests / plans and specifications.
- Update and manage opportunities in ATM CRM.
Project Management Duties :- Create submittal documents for various products.
- Work with Sales Engineers to gain approval for submittals.
- Enters 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.
- Support for ATC stock orders.
- 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 customers with requests.
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.
- Proficient with Microsoft Office Suite (Outlook, Word, Excel), Internet Browser (Chrome), and related Microsoft CRM software.
Education and Experience :- B.S. in Mechanical Engineering preferred.
Physical Requirements :- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift 15 pounds at times.
- May require travel to meet with clients or potential clients on occasion.
