Inside Sales - Mechanical

Job Title: Inside Sales - Mechanical

Reports To: Sales Manager

FLSA Status: Non-Exempt

Location: Tulsa, OK

The Company

Engineered Equipment Inc. was founded in January 2001 as an independent representative of ‘best in class’ equipment manufacturers, serving the highly technical application needs of commercial and industrial buildings. Since 2001, EEI has grown from two employees to forty employee/owners, as the company has transitioned to a 100% employee owned company. Today, we provide heating, air conditioning, ventilating, hydronic, filtration equipment, replacement parts and equipment start-up assistance to the commercial and industrial markets of Oklahoma. EEI serves the State of Oklahoma through offices in Oklahoma City and Tulsa. EEI proudly represents over thirty manufacturers, offering a solution to all HVAC application needs.

We stand by a philosophy of applying the most efficient equipment solutions to specific project needs. Through a staff of professional outside sales, technical, and administrative personnel, we strive to offer technical expertise and application experience to meet the needs of building mechanical systems.

Position Overview

Sales support position. Must be detailed, customer service oriented, and have excellent organizational skills.  Position requires a high level of correspondence with sales team and with customers & vendors. Must be strong in Microsoft applications, and be able to work well with others in a fast-paced & high volume environment. Must have technical aptitude and an ability to learn.  

Essential Job Functions

• Primary Function
• Perform take-offs
• Download plans and specs
• Job file setup (electronic files on EEI network drive)
• Submit prior substitution requests
• Submit multiplier requests to manufacturers
• Generate written proposals for Outside Sales / EEI external customers
• Coordinate with Outside Sales on proposals and estimates for bidding purposes
• Follow up with customers on bid projects when Outside Salesperson isn’t involved in the bidding process
• Generate submittals on secured projects (focused on technical aspect of submittal)
• Be a technical resource both internally and for EEI external customers
• Requires a firm understanding of the following: fan laws, fan performance curves, VAV boxes, Chilled Beams, various GRD devices, etc.
• Ability to assist customers and EEI internal staff on selection and application of Sheet Metal Equipment
• General technical support for Sheet Metal products
• Secondary Function
• Tracking of ship dates and assisting with communication to customers regarding shipping updates
• Order Entry for projects involving third party manufacturers on smaller “quick” orders
• Communicates effectively with other team members concerning project management process.
• Generates submittal and job documents for customer review and approval.
• Assists with distribution and receipt of submittals.
• Responsible for general administrative functions to support the equipment fulfillment process.
• Communicate and interact effectively with manufacturers that EEI represents.
• Responsible for generating, interpreting and printing various assigned reports.

• Bachelor Degree in Engineering or 5+ years HVAC Project Management experience
• Strong PC skills in Microsoft Word, Excel, PowerPoint, and Outlook.
• HVAC, Mechanical Contracting, Engineering or Construction industry experience a plus

Other Skills/Abilities

Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.

Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.

Environmental Requirements

Will be required to work in an office environment and possibly, occasionally in the field.

NOTE:  This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Engineered Equipment Inc. is an Equal Opportunity Employer