Inside Sales Representative
Raleigh, NC | Full-Time | On-site/Hybrid Support Role
Who We Are
At CMS Controls, a Service Logic and Piedmont Service Group (PSG) Company, we deliver custom building automation and energy management solutions for healthcare, life sciences, education, and commercial clients across Virginia, North and South Carolina. Our company is built on deep technical expertise, responsiveness, and long-term customer relationships.
About the Role
The Inside Sales Representative (ISR) plays a critical support role within our sales team. You ll work directly with our PSG Project Sales Representatives (PSRs) to develop relationships with the clients assigned to each PSR, provide accurate estimates and proposals, support CRM updates, and ensure project scope alignment. You ll also serve as a resource to help the sales team manage the project cycle, develop project scope documentation, and strengthen client engagement.
This is an ideal position for a detail-oriented professional who enjoys supporting a fast-paced team and growing into an outside sales representative or a sales leadership role.
What You ll Do
- Collaborate with assigned PSRs to support the development of building automation system proposals and estimates.
- Review facility conditions at a building with a detailed overview of the existing HVAC BAS and detailing of systems that may be obsolete, failed or need replacement
- Assist in scope creation, review, and pricing for new projects or controls retrofits.
- Help develop and maintain customer relationships through timely support, documentation, and communication.
- Work with CRM (Salesforce) to track leads, update opportunities, and document pipeline activity.
- Prepare and revise proposals based on customer feedback and PSR guidance.
- Support the Sales Turnover Process by helping transition sold projects to operations.
- Stay informed of market developments and help PSRs adapt to changing client or industry needs.
What Success Looks Like
- Accurately prepares estimates and proposals that meet margin and delivery expectations.
- Keeps project scope and support documentation organized and up to date.
- Maintains high responsiveness to PSR requests and customer communications.
- Consistently keeps Salesforce CRM updated with opportunity data and notes.
- Collaborates effectively with the Business Development Manager, engineering, and operations teams.
What You Bring
- 2 5 years of experience in sales support, estimating, or inside sales (BAS, MEP, or construction preferred).
- A background in HVAC systems and Building Management Systems (BMS) technical understanding is a must.
- Proficiency in Microsoft Office Suite, especially Excel and Word.
- Familiarity with CRM platforms (Salesforce experience preferred).
- Excellent written and verbal communication skills.
- Detail-oriented, organized, and collaborative.
- Comfortable working in a support role with opportunities for growth.
What We Offer
- Competitive compensation with performance-based incentives
- Full benefits package (health, dental, 401k match, PTO, paid holidays)
- Career development into sales, estimating, or project management
- Supportive team culture with access to technical and sales mentorship
