McMillan James Equipment Company · 11 hours ago
Inside Sales Associate - Dedicated
McMillan James Equipment Company is seeking a Dedicated Inside Sales Associate to support a specific outside sales representative and their customer portfolio. The role involves managing quotes, communication, and project follow-through to enhance customer satisfaction and project execution.
Heating Ventilation and Air Conditioning (HVAC)IndustrialMachinery ManufacturingManufacturing
Responsibilities
Serve as the primary inside sales contact for the assigned outside sales representative and their customer group
Prepare quotes, submittals, pricing packages, and documentation based on plans, specifications, or customer needs
Coordinate project requirements directly with the assigned outside rep, including follow-ups, status updates, and action items
Communicate pricing, availability, lead times, and product information to customers and partners
Track orders, monitor schedules, and address delays proactively to ensure smooth job execution
Maintain organized project files, CRM updates, and documentation for assigned accounts
Assist with equipment takeoffs, plan/spec review, or coordinate with engineering when required
Develop working knowledge of products/manufacturers tied to the rep’s territory or segment
Support customer relationship building through prompt response, consistent communication, and attentive service
Work closely with logistics, operations, and internal teams to move jobs from quote to fulfillment successfully
Qualification
Required
Bachelor's degree in business, HVAC Technology, Engineering, or related field preferred
1–3 years of inside sales, estimating, order management, or project coordination experience (HVAC or building systems a plus)
Ability to read and understand mechanical drawings, specifications, and technical documentation
Proficiency with Microsoft Office; CRM or quoting software experience is helpful
Strong written and verbal communication skills with attention to accuracy and detail
Preferred
Customer-focused with a professional, solution-oriented approach
Highly organized and able to manage multiple projects, deadlines, and follow-ups
Comfortable working in a fast-paced environment with shifting priorities
Technical curiosity and interest in HVAC systems, equipment, and product application
Team-oriented mindset — able to collaborate effectively with sales, operations, and partners