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Inside Sales Engineer

Bellevue, Washington

Custom Mechanical Solutions delivers energy-efficient HVAC systems across the Pacific Northwest, with deep expertise in healthcare, education, data centers, and retrofit projects. We work with top manufacturers to meet performance and sustainability goals—always focused on quality, care, and progress.

If you're ready to grow your career, we’re glad you found us. At CMS, you’ll join a team that supports your development and gives you space to make an impact.  We review every application carefully and appreciate your interest in growing your career with our team.

The Opportunity

We are a rapidly 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 of technical information.

Essential Duties and Responsibilities:

  • 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
  • Selection of equipment-based engineering performance requirements
  • Compiling and communicating product updates and improvements
  • Technical resources for troubleshooting and managing project issues.
  • Pricing procedures and schedules for all equipment
  • Proposal development
  • Conversion of Opportunity to Order
  • Submittal generation and resubmittal as required.
  • 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.
  • Participate in quarterly 1-on-1 meetings with Account Executives to review performance and discuss any issues.

 

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.
  • High computer proficiency (comfort with Word, Excel, and using an internet browser)
  • Experience with Salesforce Microsoft Dynamics, or other CRM systems. What should we list here for CMS/Meriton?
  • Critical thinking ability, willingness to learn.

 

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 be required to work in a field environment, and multiple customer sites on a daily basis.

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.

Employment practices will not be influenced or affected by an applicant’s or employee’s race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status.  Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.

Salary ranges listed are dependent upon a candidate’s qualifications, experience, internal equity, and the budgeted amount for the specific role and location.

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