Inside Sales Representative

Our client, a leader in the field of preconstruction and solution development, facility services and building automation, is offering an excellent opportunity for an Inside Sales Representative. The successful candidate will benefit from a competitive salary and generous benefits package, including health/vision/dental insurance, 401(k) plan with match, Health Savings Accounts, Flexible Spending Accounts, Life & Disability Insurance, Company Paid STD/LTD, Paid Time Off, Employee Assistance Program, Professional Development Assistance, Referral Program, Tuition Reimbursement, Wellness Program, and employee events.

The Inside Sales Representative is central to managing client relationships for Service Agreement customers, providing high-quality customer service, converting technician recommendations into approved repair work, and supporting the Service Indirect team in achieving revenue, margin, retention, and safety goals.

Inside Sales Job Responsibilities

• Build and maintain strong client relationships through responsive service
• Provide account leadership to position our client as the preferred mechanical service provider
• Collaborate with Service leadership to support customer satisfaction and resolve issues
• Achieve key performance indicators (KPIs) including customer retention and profit margin targets
• Prepare formal proposals for repairs recommended by field technicians
• Obtain vendor quotes; coordinate ordering of materials and equipment for approved proposals
• Track proposal stages and recommended repairs in the CRM in coordination with Account Specialists
• Identify opportunities for upselling and cross-selling within assigned accounts
• Coordinate with Dispatch to schedule services for approved proposals
• Direct leads to the appropriate department using Service Office and Service Project email threads
• Maintain clear, professional communication internally and with customers
• Assist with North Boundary estimating updates
• Contribute to team training initiatives and other tasks as assigned

Qualifications

• Strong commitment to proactive service and client satisfaction
• Customer-first mindset with the ability to resolve concerns effectively
• Strong communication skills and active listening
• Basic understanding of HVAC and plumbing systems (or ability to learn quickly)
• Proficiency with computer applications and comfort learning new software/tools (CRM experience a plus)
• Organized, detail-oriented, and able to manage multiple proposals and priorities
• Associate degree or equivalent experience preferred
• Minimum of 3 years of customer service experience required
• Experience in mechanical/HVAC, plumbing, building services, or construction-related environments is a plus
• Valid driver’s license and satisfactory driving record
• Successful completion of a background check

In this role, you will be a key point of contact for Service Agreement customers, helping them act on critical repair recommendations, ensuring accurate pricing and scheduling, and driving retention and growth across assigned accounts. If you meet these qualifications and enjoy a challenge, apply today.