Technical Sales Support Specialist

5 days ago

Charlotte, North Carolina, United States CCR (Carrier Commercial Refrigeration) Full time

Overview:

We are seeking a detail-oriented and organized Technical Sales Support Specialist to support the commercial refrigeration team in managing project data, coordinating product selections, and preparing accurate quotes. This is an hybrid role that bridges sales and applications/quoting administration support. This role requires familiarity with CRM systems (such as Salesforce), the ability to read and interpret technical documentation, and strong communication skills for cross-functional collaboration.

Responsibilities:

  • Administrative Support: Create and maintain accounts, projects, and opportunities in Salesforce (SF) based on incoming application requests and internal communications
  • Quotation Support – Support applications engineering in the preparation of quotes and proposals
  • Project Coordination: Retrieve and track key project dates and technical documents (e.g., drawings) from Lucernex and ensure timely data entry and project updates.
  • Model & Equipment Selection: Accurately enter refrigeration model selections into Salesforce opportunities and verify selections against application requirements.
  • Pricing & Quoting: Generate preliminary and final pricing using internal tools and create customer-ready quotes based on approved model selections.
  • Cross-functional Communication: Work closely with engineering, sales, logistics, and customer service teams to ensure alignment on equipment selections, timelines, and deliverables
  • Order Processing: Handle purchase orders and ensure accurate entry into the system
  • Customer communication: Act as a liaison between customers and internal organization, responding and managing inquires and escalating as required

Qualifications:

  • 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

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