Bachelor's degree in Mechanical Engineering is a plus
Proficient in Microsoft Office Suite and CRM software
Strong verbal and written communication skills
Excellent organizational and detail-oriented abilities
Demonstrated customer service aptitude
Experience with project management tools and processes
Responsibilities
Review customer bid calendars and identify project opportunities
Communicate effectively with factories for pricing and options
Generate quotes and price summaries based on customer specifications
Create and organize submittal documents for various products
Track and manage orders, shipments, and warranty claims
Assist Sales Engineers during jobsite visits and customer interactions
Provide ongoing support for ATC stock orders and customer requests
Benefits
Health and dental insurance
401(k) retirement plan options
Flexible work schedule
Continuous training and development opportunities
Support for professional growth and certifications
Full Job Description
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.
