Inside Sales Engineer/Application Engineer

Inside Sales Engineer (Application Engineer)

Reports to: GNA Account Executives

FLSA Status: Exempt

Salary Range: $90- $120K

Our Team

Custom Mechanical Solutions is a commercial and industrial mechanical equipment representative based in the Pacific Northwest. We strive to be the premier provider of integrated HVAC solutions in all markets we serve.

With over two hundred years of mechanical engineering experience applied in the field, CMS is the most experienced HVAC provider in the Pacific Northwest. Our focus is on providing clients with forward-looking solutions supported by expert application knowledge and first-class customer service. We are active members of a variety of industry associations, including ASHRAE and the US Green Building Council.

Scope

This role is for support of our rapidly expanding National Accounts group and would work side by side with (2) 18+ Year Sales Executives. The NA team has sustained exponential growth over the past 4 years and is looking for a driven teammate to support the rapid demands of our clients. This role would be working hand in hand with our team’s Operations manager, Project Managers, Project coordinators, as well as the vendors we represent.  

The Opportunity

We are a quickly growing manufacturer’s rep firm based in Washington that represents commercial & industrial HVAC products. The primary objective of this position is to serve in a comprehensive technical support role under the direction of Account Executives. The Application Engineer works directly with the sales team presale on designs, proposal generation, and job costing. The Application Engineer also acts as the Project Manager’s resident technical expert post-sale. The Application Engineer supports projects throughout their life cycle to prevent a loss of knowledge in the project transition from pre-sale to post-sale. The Application Engineer will leverage operational efficiencies and process synergies to ensure consistency in the family of brands represented. The successful candidate will demonstrate abilities and experience with collaborative team-based customer service and team-based processing/sharing of technical information.

Competencies:

• Effective interpersonal and customer service skills
• Strong written, verbal, and presentational communication skills
• Must have the ability to switch quickly between tasks based on priority and timeline.
• Works well within a team dynamic to ensure timely execution of tasks.
• Critical thinking ability, willingness to learn.
• High computer proficiency (comfort with Word, Excel, and using an internet browser)
• Experience with Salesforce, Microsoft Dynamics, or other CRM systems.

Education/Experience:

• Technical or Engineering bachelor’s degree required.  Preferably in Mechanical, Electrical, or Industrial Engineering. 
• Experience in the field is a plus. 
• Education and experience in the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule, and processes is a plus. 

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essentials functions.  This position will require you to work in a field environment, and with multiple customer sites daily.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable the individuals with disabilities to perform the essentials functions.  While performing the duties of this job, the employee is regularly required to operate a computer keyboard and to reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is continually required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 50 pounds, frequently lift and/or move up to 75 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

• Selection of equipment-based engineering performance requirements
• Compiling and communicating product updates and improvements
• Technical resource for troubleshooting and managing project issues
• Developing pricing procedures and schedules for all equipment
• Proposal buildout
• Conversion of Opportunities to Orders
• Submittal generation and resubmittal as required
• Document tracking / Information repository
• Ordering equipment from manufacturers following established procedure
• Review order acknowledgments and confirm accuracy and compliance with the following:
• Order matches quote and/or approved submittal.
• Order matches schedules and specs.
• Proper quantity ordered.
• Travel to job sites to assist onsite technicians with technical issue resolution.
• Meet or exceed individual objectives as set by the Sales Team Leader
• Be an active participant in the Entrepreneurial Operating System (EOS)
• Work with Team Leader to create quarterly Rocks with Milestones
• Meet or exceed individual metrics as set by Account Executives
• Participate in quarterly 1-on-1 meetings with Account Executives to review performance and discuss any issues.