Description

Starting Salary: $80,000 - $95,000; depending on experience

Location: Lynnwood, WA

Classification: Exempt

Must be eligible to work in the U.S. - Sponsorship not available

Position Overview:

The Inside Sales Representative manages client relationships and provides account leadership for assigned Service Agreement accounts. This role includes delivering high-quality customer service, expanding UMC services within existing accounts, and supporting the Service Indirect department in achieving annual revenue, margin, and safety goals.

Key Responsibilities:

1. Build and maintain strong client relationships through proactive and responsive service.
2. Achieve key performance indicators (KPIs), including customer retention and profit margin targets.
3. Prepare formal proposals for repairs recommended by field technicians.
4. Obtain quotes from vendors and manage the ordering of materials and equipment for approved proposals.
5. Coordinate with Dispatch to schedule services for approved client proposals.
6. Provide account leadership to position UMC as the preferred mechanical service provider.
7. Identify opportunities for upselling and cross-selling within assigned accounts.
8. Track proposal stages and recommended repairs using the CRM system, in collaboration with Account Specialists.
9. Direct leads to appropriate departments using Service Office and Service Project email threads, ensuring clear and effective communication.
10. Support additional tasks as assigned.

Secondary Responsibilities:

1. Collaborate with Service leadership to support customer satisfaction and resolve issues.
2. Assist with North Boundary estimating updates and contribute to team training initiatives.

Required Skills and Abilities:

1. Commitment to proactive service and client satisfaction.
2. Basic understanding of HVAC and plumbing systems.
3. Strong communication skills, including active listening.
4. Customer-focused with the ability to resolve concerns effectively.
5. Proficiency in computer applications and adaptability to new software tools.

Preferred Education and Experience:

1. Associate degree or equivalent experience preferred.
2. Minimum of three years of customer service experience required.

Required Licensing and Other Certifications:

1. Maintain a valid driver's license and satisfactory driving record.
2. Successful completion of a background check.

Affirmative Action:

UMC is committed to a culture of inclusion and connectedness. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents who we are as a company and what we believe in. In recruiting for our team, we welcome the unique contributions that you can bring in terms of their education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs.

EEO Policy:

UMC's policy on equal employment opportunity prohibits discrimination based on race, color, sex, national origin, citizenship or immigration status, religion, presence of physical, sensory or mental disability, genetic information, age, sexual orientation, gender identity, marital status, honorably discharged veteran or military status, status as a victim of domestic violence, sexual assault or stalking, or any other status or characteristic protected by federal, state, or local law. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment. Retaliation against any employee who files a complaint regarding possible violations of this policy is not tolerated. UMC is also committed to taking affirmative steps to promote the employment of minorities, women, persons with disabilities, and covered veterans. Affirmative action plans are developed annually to support its commitment to equal employment opportunity, consistent with company policy and the company's obligations as a contractor to the United States government.

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