Client Support Sales Representative

Client Support Sales Representative

Innovative Mechanical & Design (IMD), a Legence company IMD is a full-service heating, cooling, plumbing and repair company offering comprehensive turnkey solutions. Our experienced team aspires to build, design, and create the resolutions you need using intelligent, creative methods that both meet and exceed industry standards. Together, we collaborate on each project to offer a "think out of the box approach" to solutions because we believe in assisting our clients with options and quality consultations.

The Client Support Sales Representative is an entry point into IMD's sales organization, combining hands-on client support with foundational sales and estimating experience. This role is responsible for handling small quotes, ordering parts for active projects, and supporting the estimating of service agreements and small projects serving as a responsive, reliable point of contact for clients while learning the technical and commercial fundamentals of IMD's business.

This is a structured growth role. After six months, the Representative undergoes a formal performance review; upon successful evaluation, the role transitions into Service Agreement Sales, with expanded ownership, client relationships, and sales-credit eligibility.

Key Responsibilities First 6 Months

Small Quotes & Client Support

Assist in preparing and issue quotes for small repairs, part replacements, and minor scope requests

Serve as a responsive point of contact for clients on quote status, order status, and general questions

Maintain accurate, up-to-date records of quotes and client communications in IMD's CRM / Sales Team Tracker

Parts Ordering

Order parts and materials for active projects and service work based on scopes provided by project managers, technicians, and estimators

Coordinate with vendors and suppliers to confirm pricing, availability, and lead times

Track outstanding orders and proactively communicate delays or issues to the project team and client

Service Agreement Estimating

Assist in drafting and pricing preventive maintenance / service agreement proposals using established labor and equipment rate structures

Gather site and equipment information needed to scope service agreements accurately

Support renewal preparation for existing service agreement clients

Small Project Estimating

Prepare estimates for small mechanical projects, including basic takeoffs, vendor quote collection, and pricing assembly

Assemble client-facing proposals and scopes of work under the guidance of senior estimators

Learn IMD's estimating tools, pricing standards, and proposal formats

Career Path: Transition at 6 Months

At the six-month mark, the Representative's performance is formally reviewed by their manager, evaluating quoting accuracy and turnaround, client responsiveness, parts-ordering reliability, and estimating proficiency. Upon a successful evaluation, the Representative transitions into a Service Agreement Sales role, taking on:

Direct sales ownership of new and renewal service agreements, including prospecting and closing

Management of an assigned book of small account renewals, and upsell/cross-sell opportunities

Full sales-cycle responsibility, from lead generation through proposal delivery and close

Sales-credit / commission eligibility in accordance with IMD's sales compensation plan

Representatives who are not yet ready to transition at the 6-month mark may continue in the Client Support Sales role with a follow-up review, at management's discretion.

Qualifications

Prior experience in sales, customer service, estimating, or administrative support; experience in HVAC, mechanical, or construction industries preferred but not required

Strong organizational skills and attention to detail; able to manage multiple quotes and orders simultaneously

Clear, professional written and verbal communication skills

Comfortable learning basic technical/mechanical concepts (HVAC, plumbing, piping) or eager to develop this knowledge

Proficient with Microsoft Office (Excel, Word, Outlook); CRM or ERP experience a plus

Associate's or Bachelor's degree preferred, or equivalent relevant work experience

Valid driver's license; able to travel locally to client sites on an occasional basis

Compensation

Salary Range: $75k - $80k (depending on experience)

Work Environment

Primarily office-based at IMD's Windsor, CO location, with occasional visits to client sites for project scoping or client meetings. Standard office equipment and computer use required.

About Legence Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systemsenhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.

Benefits Overview Health & Welfare: Company Paid medical, dental, vision, prescription drug, accident & sickness benefit, basic group life and AD&D, and Employee Assistance Program Time Off Benefits: Paid vacation, company-paid holidays, and paid sick leave Financial Benefits: 401(k) retirement savings plan

Reasonable Accommodations If you need assistance or accommodations during the application or interview process, please contact us at View email address on click.appcast.io or your dedicated recruiter with the job title and requisition number.

Employment Eligibility Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.

Third-Party Recruiting Disclaimer Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.

Pay Disclosure & Considerations Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job -related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.

Equal Employment Opportunity Employer Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations. EEO is the Law