Job Title: HVAC Inside Sales Representative
Location: Greater Chicago Area, IL
Employment Type: Full-Time
Position Summary
A well-established and rapidly growing commercial HVAC services organization is seeking a motivated HVAC Inside Sales Representative to support business development, customer retention, and revenue growth across commercial, industrial, healthcare, real estate, and institutional markets.
This position serves as a key link between customers, service operations, project teams, and field technicians. The successful candidate will identify opportunities within existing accounts, develop preventive maintenance agreements, generate equipment replacement and retrofit proposals, follow up on service opportunities, and support customers with solutions that improve system reliability, energy efficiency, and operating performance.
The ideal candidate possesses strong HVAC knowledge, exceptional customer service skills, and the ability to develop long-term client relationships while driving profitable growth.
Job Responsibilities
Required
- Develop and maintain relationships with existing and prospective commercial HVAC customers.
- Generate and manage opportunities for preventive maintenance agreements, repairs, equipment replacements, retrofits, and energy-efficiency upgrades.
- Identify opportunities from incoming service calls, technician recommendations, inspections, and customer requests.
- Prepare HVAC service proposals, maintenance agreements, and replacement quotations.
- Follow up on outstanding proposals and maintain a strong sales pipeline.
- Coordinate with service managers, technicians, project managers, and estimating teams to develop accurate scopes of work.
- Review customer requirements and recommend solutions that meet operational, budgetary, and energy goals.
- Proactively contact customers regarding aging equipment, maintenance needs, warranty expirations, and capital improvement opportunities.
- Track sales activities, opportunities, and customer interactions within CRM software.
- Support bid and proposal preparation for service and small-project opportunities.
- Assist customers with understanding available utility rebates, incentives, and energy-saving alternatives when applicable.
- Maintain high levels of customer satisfaction through responsive communication and follow-up.
- Participate in sales meetings, forecasting activities, and account planning sessions.
- Meet or exceed established revenue, gross margin, and customer retention goals.
Preferred
- Conduct facility walk-throughs with customers and service personnel.
- Support energy-reduction assessments and equipment upgrade recommendations.
- Assist with account management for key commercial and industrial clients.
- Participate in networking events and industry association activities.
Qualifications
Required
- Minimum 3 years of experience in HVAC service sales, inside sales, account management, service coordination, estimating, or mechanical contracting.
- Strong understanding of commercial HVAC equipment and building systems.
- Ability to read and interpret equipment specifications, maintenance reports, and proposal documents.
- Excellent verbal and written communication skills.
- Strong organizational and time-management abilities.
- Customer-focused approach with strong relationship-building skills.
- Proficiency with Microsoft Office applications and CRM platforms.
Preferred
- 5+ years of commercial HVAC industry experience.
- Experience selling maintenance agreements and service contracts.
- Familiarity with commercial HVAC equipment including chillers, boilers, rooftop units, air handlers, pumps, and control systems.
- Associate’s or Bachelor’s degree in Business, Mechanical Systems, HVAC Technology, or related field.