O'Dell HVAC Group

Inside Sales

• Respond to customer inquiries and provide product, pricing, and lead-time information
• Prepare accurate and competitive quotations, including support for special pricing requests and bid-spec tenders
• Follow up on quotations and sales opportunities to support conversion and customer responsiveness
• Coordinate opportunities from initial inquiry through successful order entry
• Ensure a smooth handoff to Project Coordinators and Project Managers
• Liaise with customers, vendors, engineers, and internal teams to confirm project requirements and support project success
• Review project specifications and drawings to assist with product selection and pricing
• Track opportunities, timelines, and customer requirements, proactively identifying and escalating risks
• Maintain accurate information within ERP and CRM systems
• Support preparation of technical submittals, documentation, and drawing packages
• Communicate with customers regarding order status, lead times, and product details
• Manage multiple priorities and respond to urgent requests in a fast-paced environment
• Contribute to continuous improvement initiatives and overall team efficiency
• Perform other responsibilities as assigned

Inside Sales Representative

Accounts Receivable

• Manage the full accounts receivable cycle, including invoice follow-up, payment application, collections, and account reconciliation
• Monitor aging reports and communicate with customers regarding outstanding balances
• Contact customers by phone to discuss balances, collect payments, and answer billing questions
• Review and resolve billing discrepancies, payment issues, partial payments, deductions, and customer inquiries
• Apply payments received by EFT, cheque, wire transfer, and online payment portals
• Prepare accounts receivable reconciliations and provide supporting documentation
• Collaborate with Sales, Operations, and Finance teams, as well as customers and third parties
• Use ERP systems, reporting tools, automation, and AI-powered solutions to improve collections efficiency and visibility
• Maintain accurate and up-to-date accounts receivable records and documentation
• Participate in month-end reporting, bad debt analysis, account reconciliations, and audit requests
• Contribute to continuous improvement and optimization of accounts receivable processes
• Perform other related duties as assigned

Inside Sales Representative

Bilingual Accounts Receivable Specialist