Inside Service Sales Representative - HVAC

Position Overview

Yale Mechanical is seeking a motivated, customer-focused Inside HVAC Service Sales Representative to join our growing team in Minneapolis. This is an onsite, in-office role that supports commercial HVAC service sales through customer communication, quoting, follow-up, and coordination with internal teams.

• Respond promptly and professionally to inbound calls, emails, and other customer inquiries related to HVAC service, repairs, maintenance, and equipment needs.
• Prepare accurate quotes, estimates, and proposals for commercial and industrial service customers.
• Follow up on open quotes, proposals, and service opportunities to support conversion and revenue growth.
• Build and maintain strong relationships with customers through responsiveness, follow-up, and value-added support.
• Identify opportunities to upsell or cross-sell repairs, upgrades, maintenance agreements, and energy optimization solutions.
• Collaborate with field technicians, service managers, outside sales representatives, and internal team members to support smooth execution from quote through completion.
• Maintain accurate customer information, pricing, equipment details, and job records in CRM, quoting, and related systems.
• Work with vendors and supplier partners to support pricing, availability, and solution development.
• Support service sales tracking, reporting, and administrative coordination as needed.
• Represent Yale Mechanical with professionalism, integrity, urgency, and strong customer care in every interaction.
• Meet or exceed individual and team goals related to service repairs, quoting activity, and add-on opportunities.

• 2+ years of experience in inside sales, customer service, sales support, account coordination, or a related role.
• Experience in HVAC, plumbing, mechanical services, construction, building systems, or a related industry strongly preferred.
• Solid understanding of HVAC systems, service terminology, and basic equipment applications preferred.
• Strong verbal and written communication skills, with a professional and confident phone presence.
• Strong organizational skills and the ability to manage multiple priorities with accuracy and follow-through.
• Proficiency in Microsoft Office, including Outlook, Excel, and Word.
• Experience with CRM, quoting, or service management software preferred.
• Self-motivated, dependable, and team-oriented, with a strong customer service mindset.
• High school diploma or equivalent required; technical training or HVAC-related education is a plus.
• Must pass a criminal history background check.

This role requires regular mobility. The duties may include: sitting at a desk and computer for extended periods, frequent use of hands for typing and phone use, clear in-person and phone communication, occasional standing, walking, bending, and reaching, and the potential to lift or move office materials up to 15 pounds. Reasonable accommodation will be made to enable individuals with disabilities to perform essential functions.

This is a salaried, exempt role with an annual gross range between $55K - $80K, depending on experience, plus eligibility for a discretionary performance-based incentive. The benefits package includes medical, dental, vision, life and disability programs, an employer-matched 401K, and ongoing training and safety programs.

We are an Equal Opportunity Employer committed to building a diverse and inclusive workforce. We provide equal employment opportunities to all employees and applicants without regard to protected characteristics. For assistance or accommodation during the application process, or to access our Affirmative Action Plan, please contact