Inside Sales Specialist
- Compensation
- Not disclosed
- Location
- Lewisville, TX, US
- Work setup
- Onsite
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- Not specified
- Category
- Sales
- Posted
Must have
- 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.
Full description
About Us
We are a full-service provider of HVAC construction, service, and maintenance solutions, with expertise in virtually all types of commercial systems. Our team has complete mechanical, electrical, and plumbing (MEP) expertise, and we are one of the few contractors in the industry with in-house engineering and design capabilities in all three MEP disciplines.
Job Summary
Dallas Mechanical Group (DMG) is looking for a collaborative and customer focused oriented Inside Sales professional who combines strong sales knowledge and industry experience with excellent communication, analytical, and problem-solving skills.
The Inside Service Sales professional supports the Service Sales team in achieving sales, customer service, and project management objectives. This position plays a key role in coordinating sales opportunities from initial identification and proposal development through project booking and order tracking. The role works closely with Sales team members, customers, national accounts, equipment suppliers, subcontractors, and internal departments to help ensure opportunities and projects are managed accurately, efficiently, and on schedule.
Essential Duties & Responsibilities
- Support the Sales team in achieving sales, customer service, and project management objectives.
- Coordinate sales opportunities and projects from proposal development through booking, purchasing, and order tracking.
- 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.