Service Sales Support

Position Summary

This role is responsible for partnering with outside sales to create cost effective proposals for repair work. In addition, this role maintains strong working relationships with outside vendors to ensure customer needs are met.

• Partner with outside sales to meet customer’s timely needs for quotes and submissions to operations.
• Seek to understand the customer’s unique business needs to create competitive, accurate and timely estimates and proposals.
• Ensure the proposal encompasses the customer’s scope of service and seek internal technical advice as necessary.
• Maintain current work requests submitted by technicians, typically in an Excel spreadsheet.
• Utilize and maintain quoted work database and ensure integrity through accurate file management. Ensure information is loaded to SharePoint site for viewing and collaboration with other team members.
• Ensure the Extra Work Authorization (EWA) is assigned to the correct Account Manager; gather information needed to develop quotes, including vendor costs; obtain internal approvals and send quotes to customers. Upon customer approval, assist Account Managers with job set-up process, including sending information to dispatchers.
• Provide other administrative support to assigned Account Manager and Sales Support team as appropriate.

• Partners with outside sales to meet customer’s timely needs for quotes and submissions to operations.
• Seeks to understand the customer’s unique business needs to create competitive, accurate and timely estimates and proposals.
• Ensures the proposal encompasses the customer’s scope of service and seeks internal technical advice as necessary.
• Maintains current work requests submitted by technicians, typically in an Excel spreadsheet.
• Utilizes and maintains quoted work database and ensures integrity through accurate file management. Ensures information is loaded to SharePoint site for viewing and collaboration with other team members.
• Ensures the Extra Work Authorization (EWA) is assigned to the correct Account Manager; gathers information needed to develop quotes, including vendor costs; obtains internal approvals and sends quote to customer. Upon customer approval, assists Account Managers with job set-up process, including sending information to dispatchers.
• Provides other administrative support to assigned Account Manager and Sales Support team as appropriate.

• High School or GED required
• 2-4 years’ related experience, which may include commercial HVAC, estimating or parts/counter sales
• Proficient in Microsoft Office Excel, Outlook, Word and PDF
• Strong data entry skills with a focus on accuracy
• Excellent attention to detail and organizational skills
• Strong verbal and written communication skills
• Excellent customer service skills
• Strong prioritization and multi-tasking skills

As a 100% employee-owned company, we offer a comprehensive benefits package for you and your family:

• 401(k) plan with 50% company match (no cap) and immediate 100% vesting
• Medical, dental, and vision insurance (100% paid for employee)
• Annual bonus program based upon performance, achievement, and company profitability
• Term life, AD&D insurance, and voluntary life insurance
• Disability income protection insurance
• Pre-tax flexible spending plans (health and dependent care)
• Paid parental leave
• Paid holidays, vacation, and personal time
• Training/professional development opportunities and company-paid memberships for professional associations and licenses
• Wellness benefits

As one of the nation’s largest MEP companies, Southland Industries is built on the foundation of great people. Since 1949, we have put our people first, enabling growth, professional achievement, and innovation. If you want to join a fast-paced environment where you’re engaged, challenged, and valued, apply now to join our dynamic team.

To learn more about careers at Southland, explore our career opportunities, follow us on social media, and check out our website.

Southland Industries and all its subsidiaries are an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to the principle…