Inside Sales Representative - Confidential Client
The Inside Sales Representative at Confidential Client supports sales efforts by qualifying opportunities, assisting with estimates and proposals, and collaborating with cross-functional teams to drive pipeline growth. This role offers an 18- to 24-month structured development program to build technical knowledge and sales skills in building automation systems, preparing candidates for future customer-facing sales roles within the construction and building automation markets.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales (Building Automation & HVAC).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the Role
This role is an entry-level inside sales development position within the building automation and HVAC sales organization. Over an 18–24 month structured development program you will support active pursuits, build technical and commercial knowledge (BAS, WebCTRL, estimating), and develop into a customer-facing sales role. You will be employed by a confidential client operating in the Sales (Building Automation & HVAC) industry and work closely with sales, estimating, operations, and field teams.
What You’ll Do
You will support and advance sales pursuits while learning to qualify opportunities, communicate value, and manage pipeline discipline.
- Identify and qualify opportunities for building automation, controls, WebCTRL, service, renovation, and new construction solutions.
- Partner with outside sales to research accounts, prepare outreach, support pursuit strategy, and advance opportunities.
- Use Salesforce and related sales tools to maintain accurate account, contact, opportunity, activity, follow-up, and pipeline information.
- Support estimating, Bidtracer activity, scope development, takeoffs, proposals, bid documentation, and customer deliverables.
- Review specifications, drawings, control sequences, equipment schedules, and customer requirements to assess opportunity fit and strategy.
- Participate in field visits, job-site walks, equipment identification, panel reviews, and project observations to connect technical learning to real applications.
- Work cross-functionally with sales, estimating, engineering, operations, service, project management, field engineering, and account teams.
What Makes You Successful
Success in this program is driven by coachability, curiosity, communication, organization, and competitive drive.
- Demonstrates coachability by seeking feedback, applying direction quickly, and keeping a growth mindset.
- Shows curiosity about how systems work and how to create customer value.
- Communicates confidently, builds rapport quickly, and presents information clearly.
- Maintains organization by following processes, keeping notes, updating CRM activity, and managing multiple priorities.
- Shows competitive drive, resilience, and a strong work ethic.
- Develops selling discipline through conceptual selling, SPIN, strategic selling, negotiation, presentations, and account management.
Training and Development Path
This position follows an 18–24 month structured development plan with progressive technical and sales training.
- Phase 1: Salesforce, WebCTRL Essentials, WebCTRL demo capability, PIT certification, and standard onboarding.
- Continued training: BAS fundamentals, control sequences, Bidtracer, Bluebeam, ConstructConnect, takeoffs, proposals, IT fundamentals, negotiation, presentations, Strategic Selling, and Large Account Management.
- Ongoing development: estimating and engineering assignments, field visits, customer calls, presentations, cold calling, reading assignments, and skills evaluations.
- Goal: prepare you for construction sales, owner-direct sales, major projects sales, sales engineering, account management, or sales leadership roles.
Required Qualifications
- High school diploma or GED.
- Ability to participate full-time in an 18–24 month structured development program, including classroom learning, technical instruction, and field-based training.
- Ability to safely access and navigate commercial construction and industrial work sites for observations and training.
- Minimum 3 months basic proficiency with computers and standard software (Microsoft Office or web-based apps).
Preferred Qualifications
- Associate’s or Bachelor’s degree in Engineering, Construction Management, Business, Facilities Management, Marketing, or related discipline.
- Prior internship, entry-level, or support experience in inside sales, customer service, HVAC, building automation (BAS), controls, construction, or facilities operations.
- Familiarity with CRM systems (Salesforce) and exposure to estimating or construction software (Bluebeam, Bidtracer, ConstructConnect).
- Interest in learning IT fundamentals, HVAC equipment, building automation architecture, and control sequences.
Compensation & Benefits
- Pay range: $53,000 — $106,000 annually. Actual pay within this range will depend on skills, experience, and other qualifications. The pay will not be below the applicable minimum wage for the employment location.
- Other compensation: eligibility for short-term cash incentives, subject to plan rules.
- Benefits may include medical, dental, vision, retirement savings, paid time off, parental leave, disability, life insurance, and tax-advantaged accounts. Specific benefits depend on hire date, location, and eligibility.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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