Inside Sales Engineer - HVAC Service (Africa)

About the role

The Inside Sales Engineer (HVAC) is the key role reporting to the Inside Sales Lead, based in South Africa and supporting African customers. The engineer identifies requirements from field operations, answers customer queries by phone and email, offers standard and specific solutions and services, and works with Outside Sales, Field Operations, customer representatives and technical services so that proposals meet customer needs and JCI's standards.

Key responsibilities

• Act as the main point of contact for clients, giving basic technical advice on new products and modifications.
• Handle HVAC chiller water systems and I-REF inquiries, follow up with customers and build relationships with wholesale distributors at all levels.
• Coordinate new and repeat sales to ensure customer satisfaction and account retention.
• Review service, PPM and call-out reports from AMC sites and understand PPM reports and MRFs for labor and material jobs.
• Create proposals using Word, CPQ and pricing tools, review them before submission and obtain DOA approval of order receipts.
• Work with local field operations and sales teams on onsite asset counts and site details, and give pricing guidance and identify upsell opportunities.
• Follow up with outbound calls and emails, capture and update every step from opportunity creation to closed deal in Salesforce (SFDC).
• Call customers on outstanding or expiring proposals, share marketing intelligence with regional colleagues, submit orders and coordinate with Customer Service, outside sales and the demand planner for forecasts and special pricing.
• Prepare reports comparing quotations against success ratio and market application trends.

Required profile

• Bachelor's degree in mechanical or electrical engineering or equivalent.
• 2-3 years minimum experience in sales or estimation in the HVAC chiller and I-REF industry.
• Strong technical knowledge of chilled water systems and experience reviewing service PPM reports.
• Experience preparing costings in MS Excel/CPQ and writing quick quotes in MS Word and CPQ (5-10 proposals per day).
• Experience coordinating with front-line operations and sales teams, negotiating with clients and booking orders in the ERP system.
• Experience with a sales force CRM database and ability to quickly learn York products.
• Natural self-starter, problem solver, data-driven and able to explain technical concepts to non-technical audiences.