The Quotes Coordinator at CCAC Building Solutions plays a critical role in ensuring smooth collaboration between the Client Support Coordinator, Technicians, and Vendors to streamline the process of creating and delivering accurate, competitive quotes to clients. This individual ensures that technicians have access to necessary materials and accurate pricing for quotes, while also managing follow-ups, part ordering, and coordination with sales for unit replacements.
Position Responsibilities
• Quote Preparation and Submission
• Assist in preparing quotes that were not completed by field technicians.
• Obtain part costs and input data into spreadsheets to calculate markups for competitive pricing.
• Finalize incomplete quotes before submitting them to clients.
• Follow-Up on Quotes
• Track submitted quotes (by yourself and technicians) and follow up to secure client approval.
• Parts Ordering and Logistics
• Order parts for approved quotes, ensuring timely delivery to the correct locations.
• Determine shipping methods (expedited or standard) based on project urgency.
• Follow up on delayed parts and resolve logistics issues.
• Collaboration with Sales Team
• Provide unit replacement leads to the sales team alongside repair quotes for client presentation.
• Track replacement leads and categorize them as payable or non-payable.
• Purchase Orders and Materials Management
• Create purchase orders (POs) for technicians and manage material orders.
Essential Skills, Knowledge, and Experience
• Education:
• Bachelor’s degree preferred.
• Experience:
• 2+ years of experience in commercial HVAC sales (preferred).
• Working knowledge of commercial HVAC systems.
• Technical Skills:
• Proficiency with basic/intermediate computer systems and ability to operate tablets or cell phones effectively.
• Personal Attributes and Competencies:
• Strong attention to detail, organizational skills, and ability to manage time efficiently.
• Dependability, flexibility, adaptability, and a team-oriented mindset.
• Excellent communication skills with a customer-service orientation.
• Demonstrated integrity and commitment to company values.
This role is ideal for someone with a blend of technical expertise, organizational skills, and customer-service abilities, who thrives in a collaborative and dynamic work environment.
Company DescriptionCCAC Building Solutions is a leading provider of HVAC services for the commercial, industrial, and institutional markets. With over 55 years in business, CCAC provides excellent service and value by working alongside the customer to deliver individualized solutions to meet their needs, improve facility operations and reduce owning and operating costs. With offices strategically located through the state of North Carolina, in the Triad, Triangle and Charlotte-Metro areas we can serve the entire state.
