Quick Summary
About Us We are a full-service provider of HVAC construction, service, and maintenance solutions, with expertise in virtually all types of commercial systems. Our team has complete mechanical,
We are a full-service provider of HVAC construction, service, and maintenance solutions, with expertise in virtually all types of commercial systems. Our team has complete mechanical, electrical, and plumbing (MEP) expertise, and we are one of the few contractors in the industry with in-house engineering and design capabilities in all three MEP disciplines.
Dallas Mechanical Group (DMG) is looking for a collaborative and customer focused oriented Inside Sales professional who combines strong sales knowledge and industry experience with excellent communication, analytical, and problem-solving skills.
The Inside Service Sales professional supports the Service Sales team in achieving sales, customer service, and project management objectives. This position plays a key role in coordinating sales opportunities from initial identification and proposal development through project booking and order tracking. The role works closely with Sales team members, customers, national accounts, equipment suppliers, subcontractors, and internal departments to help ensure opportunities and projects are managed accurately, efficiently, and on schedule.
Responsibilities
~2 min read- →Support the Sales team in achieving sales, customer service, and project management objectives.
- →Coordinate sales opportunities and projects from proposal development through booking, purchasing, and order tracking.
- →Communicate regularly with Sales team members, national account customers, equipment suppliers, subcontractors, and internal departments via phone and email.
- →Develop and maintain a working knowledge of HVAC systems, equipment, components, terminology, and service solutions.
- →Solicit pricing and proposals from equipment suppliers and subcontractors; coordinate follow-up to ensure timely receipt of information.
- →Assist with preparation, formatting, and delivery of customer proposals, estimates, and other sales-related documentation.
- →Prepare, coordinate, and track project submittals and supporting documentation.
- →Generate and distribute purchase orders and monitor equipment, material, and subcontractor orders through completion.
- →Assemble complete and accurate booking packages and enter projects into ERP+.
- →Maintain organized and accurate Service Sales files and project documentation.
- →Maintain accurate sales opportunity, pipeline, customer, and activity information within the CRM system.
- →Track outstanding proposals, opportunities, orders, and other sales activities and provide follow-up as appropriate.
- →Assist Sales team members with customer requests, project information, pricing coordination, and administrative needs.
- →Participate actively in Sales meetings and assist with follow-up on identified action items.
- →Collaborate with Sales, Operations, Service, and other internal teams to support effective project handoff and execution.
- →Share best practices and contribute to continuous improvement within the Service Sales team.
- →Maintain confidentiality of customer, employee, pricing, financial, and other sensitive business information.
- →Comply with all company operating policies, procedures, safety requirements, and applicable programs.
- →Perform other duties as assigned.
Requirements
~1 min read- Prior experience in inside sales, service sales support, estimating, project coordination, facilities management, or operations and maintenance preferred.
- Experience within the HVAC, mechanical services, building systems, facilities management, or related industry is strongly preferred.
- Basic understanding of HVAC systems, equipment, components, and terminology preferred, with the ability and willingness to develop additional technical knowledge.
- Strong customer service, communication, and presentation skills with demonstrated sales aptitude.
- Ability to communicate professionally and effectively with customers, vendors, subcontractors, and internal stakeholders.
- Strong organizational skills with the ability to manage multiple priorities, deadlines, proposals, and projects simultaneously.
- Strong attention to detail and commitment to accuracy in proposals, purchase orders, project documentation, and system data.
- Demonstrated problem-solving, analytical, and troubleshooting skills.
- Proficiency with Microsoft Office, including Outlook, Word, and Excel; strong Excel skills required.
- Experience working with CRM and ERP systems preferred.
- Ability to learn new software, technical concepts, processes, and systems quickly.
- Ability to work both independently and collaboratively within a team environment.
- Ability to adapt to changing priorities and respond effectively in a fast-paced service environment.
- This is an in-office position. Work is performed primarily in a professional, climate-controlled office environment with typical office noise levels.
- Regularly operates a computer, telephone, and other standard office equipment, with extended periods of computer and screen-based work.
- Ability to remain in a stationary position for extended periods and occasionally move throughout the office to attend meetings, access files, or use office equipment.
- Ability to communicate effectively in person, by telephone, and through electronic communication.
- May occasionally move or handle office materials and supplies weighing up to 10 pounds.
What We Offer
~1 min readAt Dallas Mechanical Group, you’ll be part of a team that values integrity, safety, empowerment, teamwork, and continuous improvement. We offer careers where good work is valued, respected, and rewarded and you will have the ability to make a meaningful impact in a growing organization.
What you can expect from Dallas Mechanical Group:
Please review our Affirmative Action Policy.
Location & Eligibility
About this job
- Posted
- Today
Listing Details
- Posted
- November 2, 2026
- First seen
- November 2, 2026
- Last seen
- November 2, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 55%
- Scored at
- November 2, 2026
Signal breakdown
Similar Account Executive jobs
View all →Browse Similar Jobs
Stay ahead of the market
Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.
No spam. Unsubscribe at any time.