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Inside Sales Engineer responsible for selecting, quoting, designing, ordering, and tracking HVAC equipment and systems for engineering firms and mechanical contractors. The role supports outside salespeople, reviews design plans, prepares pricing and proposals, coordinates manufacturers and customers, tracks equipment lead times, provides equipment documentation, and arranges training. Strong problem-solving, communication, teamwork, and fast-paced work skills are required.

Manage Azure and hybrid infrastructure, identity and access systems, Microsoft 365, Windows endpoints, backups, security, and automation. Lead IT integration projects for acquired companies, support regional locations, coordinate migrations and vendors, troubleshoot complex infrastructure issues, and improve service workflows. The role also supports compliance, incident response, disaster recovery, documentation, and PowerShell-based process automation.

Provides technical sales support for commercial HVAC products, including customer consultations, equipment selection, system design, estimating, quoting, troubleshooting, submittals, installation support, and account management. Partners with sales teams, contractors, engineers, and customers to recommend solutions and resolve complex product and application questions.

Develop and grow national commercial HVAC accounts, manage complex sales cycles, identify new business, negotiate pricing and service terms, and achieve revenue and margin goals. The role involves selling HVAC equipment and services, maintaining customer relationships across multiple locations, coordinating with engineering and project teams, managing CRM pipelines and forecasts, and traveling approximately 40–50% to customer sites and offices.

Senior Accountant responsible for accounts payable and receivable, month-end close, journal entries, reconciliations, project accounting, financial reporting, cash forecasting, and GAAP compliance. The role also supports process improvements, acquisitions, cross-functional collaboration, and conversion to Microsoft Business Central. Candidates need at least three years of accounting experience, a bachelor’s degree, advanced Excel skills, analytical ability, and strong communication skills.

Prepares and issues accurate customer invoices using Microsoft Dynamics 365 Business Central. Verifies pricing, contract terms, account details, and sales tax; follows up on open sales orders; resolves billing discrepancies; maintains billing records; and supports month-end close, accounting projects, audits, and process improvements while collaborating with sales, operations, finance, and customers.

Inside Sales Engineer supports HVAC and air control equipment sales by preparing quotations, configuring systems, tracking CRM opportunities, following up with customers, and assisting Outside Sales Engineers. The role advises customers on equipment selection, provides technical product support, coordinates order handoffs, prepares submittals, and helps develop customer relationships and business opportunities. Candidates should have technical or sales experience, strong communication and organizational skills, customer-facing experience, and proficiency with Excel and sales or equipment-selection software.

Supports outside sales engineers on commercial HVAC projects through equipment selection, estimating, proposals, submittals, technical support, project coordination, and order handoff. Reviews mechanical drawings and specifications, coordinates with manufacturers, manages CRM data and delivery timelines, and provides engineering assistance to customers, contractors, and consulting engineers. The role requires strong commercial HVAC knowledge, independent problem-solving, organization, communication, and customer service skills.

Drives post-rollout adoption and business optimization across business units using Microsoft Dynamics CRM, Field Service, and Business Central. Partners with leaders in sales, service, and accounting to improve workflows, decision-making, forecasting, customer communication, and platform utilization. Acts as a liaison between business teams and IT, identifies underused capabilities, develops process documentation, and provides on-site consulting and adoption support across the United States, traveling approximately 50% of the time.

Handles customer quotes, orders, pricing, parts identification, account setup, and calls for the HVAC parts department. Coordinates with manufacturers, customers, sales, and warehouse teams to resolve issues and support counter sales. Requires Microsoft Office proficiency, basic math and computer literacy, strong communication, organization, and a high school diploma. HVAC experience is a plus.