Create and maintain accounts, projects, and opportunities in Salesforce (SF) based on incoming application requests and internal communications
Support applications engineering in the preparation of quotes and proposals
Retrieve and track key project dates and technical documents (e.g., drawings) from Lucernex and ensure timely data entry and project updates
Accurately enter refrigeration model selections into Salesforce opportunities and verify selections against application requirements
Generate preliminary and final pricing using internal tools and create customer-ready quotes based on approved model selections
Work closely with engineering, sales, logistics, and customer service teams to ensure alignment on equipment selections, timelines, and deliverables
Handle purchase orders and ensure accurate entry into the system
Act as a liaison between customers and internal organization, responding and managing inquiries and escalating as required
Requirements
5-7 years experience in sales support, project coordination, or customer-facing administration (preferably in HVAC, refrigeration, or mechanical systems)
Familiarity with Salesforce and Lucernex or similar CRM/project tracking tools
Strong attention to detail with organizational and problem-solving skills
Able to read/interpret technical documentation, collect project data, and ensure accuracy for engineering/sales handoff
Comfortable communicating with technical and commercial stakeholders
Benefits
health insurance
retirement plans
paid time off
flexible work arrangements
professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.