Inside Sales Representative - HVAC

Our client, an HVAC/R manufacturer’s representative based in Wisconsin is seeking an Inside Sales Representative to add to their HVAC Aftermarket/Hydronic team to specialize in HVAC Parts Sales. This business provides HVAC sales, commissioning and support to a variety of clients in the Wisconsin Market and this position acts as the sales support – order entry, quoting, research and quote/proposal delivery - in relation to a variety of HVAC/R Parts.

The role is based in Waukesha, includes normal M-F hours, NO on‑call hours, NO travel, and delivers ongoing training and certification programs. The role pays $65K-$75K based on experience strong benefit/bonus program.

The key to this role is any past experience working with HVAC Parts and components and a proven ability to be organized, show attention to detail and further learn the HVAC/R business. The incumbent will:

• Learn about HVAC equipment, Hydronics technology and associated components to assist with customer requests.
• Prepare quotations, including pricing and estimates, as required.
• Read and interpret mechanical plans to ensure accurate order handling.
• Enter and revise orders in supplier‑provided software.
• Update internal ERP system – Infor/Net Suite
• Monitor and communicate order statuses to customers and the sales team.
• Generate and review inspection reports.
• Identify sales opportunities and route to appropriate salesperson
• Office duties - answer phones, customer inquiries, basic customer service

• 2+ years experience in the professional workforce (office/sales role)
• 1+ years working in the HVAC/R arena with an understanding of a variety of HVAC parts and components.
• 1+ years experience working with customers – communicating daily customer information
• Strong Microsoft Office skills – Excel and Word
• Strong phone presence
• Excellent verbal and written communications skills
• Excellent attention to detail and organization skills
• Excellent prioritization skills and the ability to “figure things out”
• Ability to multi‑task, prioritize, and manage time effectively

• Experience using a CRM – Infor and/or Net Suite
• Experience in Hydronics systems
• Familiarity with reading mechanical plans.