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.

In this role you will respond to inbound service opportunities prepare quotes and proposals for repairs service and upgrades follow up on open opportunities and help convert customer needs into completed work and long-term relationships. You will work closely with technicians service managers outside sales representatives vendors and customers to ensure a high level of service and support throughout the process.

This role is ideal for someone who is organized responsive technically curious and comfortable balancing customer interaction sales support and internal coordination in a fast-paced environment.

Key responsibilities include:

• 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 closely 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

Qualifications

• 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

Physical & Mental Demands

This role requires regular mobility. While performing the duties of the job you may need the:

• Ability to remain seated for extended periods while working at a desk and computer
• Frequent use of hands and fingers for typing phone use and other office tasks
• Ability to communicate clearly in person and by phone
• Occasional standing walking bending and reaching in an office environment
• May occasionally need to lift or move office materials weighing up to 15 pounds
• Ability to work in a standard office setting with regular interaction across teams

Reasonable accommodation will be made to enable individuals with disabilities to perform essential functions.

Salary & Benefits

This is a salaried exempt role paying at an annual gross range between $55K - $80K depending on experience plus eligibility for a discretionary performance-based incentive. Also we offer a comprehensive benefits package including medical dental vision ancillary programs such as life and disability an employer-matched 401K ongoing training and safety programs.

Why Join Yale

Since 1939 Yale Mechanical has built a reputation for delivering exceptional mechanical contracting services across the Twin Cities handing HVAC plumbing industrial millwright docks & doors and more. Joining Yale youll be part of a supportive hands-on crew that values you. We foster a work environment built on collaboration respect and trust where technicians and support staff lean on one another to get the job done. We believe in investing in our people giving you opportunities to grow stay sharp and build a long career with us not just a job.

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 race color creed religion national origin sex gender identity sexual orientation disability age marital status familial status veteran status status with regard to public assistance or any other characteristic protected by applicable federal state or local law including the Minneapolis and Saint Paul Human Rights accordance with our Affirmative Action Plan we actively seek to recruit hire develop and retain qualified individuals from underrepresented groups such as women minorities individuals with disabilities and protected veteran status and ensure all employment decisions are based on merit qualifications and business needs. For assistance or accommodation during the application process or to access our Affirmatice Action Plan please contact