Regional Field Measure and Sales Support Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Travel across the Northeast to various commercial job sites to conduct field measurements.

• Measure existing HVAC systems, roof curbs, structural conditions, and relevant dimensions.

• Document detailed measurements, photographs, notes, and other relevant information.

• Identify any unusual or potentially concerning field conditions and relay this information to the appropriate CDI team.

• Prepare accurate field measurement reports and ensure timely submission.

• Maintain professional communication with contractors, roofing specialists, mechanical contractors, building owners, and other job-site contacts.

• Foster customer and contractor relationships while professionally representing CDI.

• Collaborate with customers to schedule field measurements and verify job-site requirements.

• Adhere to CDI and job-site safety protocols, including rooftop and ladder safety.

• Provide field insights to Sales, Engineering, Production, and Leadership teams.

• Support the Northeast Regional Sales team with customer and project-related needs.

• Address customer inquiries via phone and email effectively.

• Prepare and manage quotes and assist with order entries.

• Organize customer information, measurements, drawings, and project documentation.

• Monitor projects from the initial quote through to production and shipping.

• Coordinate field measurement schedules and keep all parties updated.

• Review field measurement data for completeness and precision.

• Collaborate with Engineering to clarify measurement or project-related questions.

• Work alongside Production and Shipping to ensure projects remain on schedule.

• Follow up on outstanding quotes, orders, measurements, and customer requests.

• Maintain precise customer and project information within CDI systems.

• Assist with CRM, ERP, reporting, and other sales support tasks.

• Proactively communicate project statuses, delays, changes, and potential issues.

• Help address customer concerns and find practical solutions.

• Provide backup assistance to the Northeast sales team.

• Manage an assigned Northeast territory and travel schedule efficiently.

• Plan effective travel routes and schedules.

• Occasionally attend customer meetings, trade shows, training sessions, and team gatherings.

• Keep accurate records of mileage, travel, and expenses.

⛳️ Requirements

• A minimum of 2 years of experience in HVAC, commercial roofing, construction, sheet metal, field measuring, sales support, project coordination, or a related field is preferred.

• Prior experience in the HVAC industry is strongly desired.

• Ability to read and comprehend measurements, dimensions, drawings, and specifications.

• Strong attention to detail and a commitment to accuracy are essential.

• Excellent customer service and communication skills are required.

• Strong organizational and time-management skills are necessary.

• Capability to manage multiple projects and priorities simultaneously.

• Comfortable working independently within a remote setting.

• Self-motivated with a strong sense of follow-through and accountability.

• Proficiency in Microsoft Office, email, tablets, smartphones, and online communication platforms.

• Experience with CRM, ERP, quoting, or order-entry systems is advantageous.

• A valid driver's license and reliable transportation are required.

• Willingness and ability to travel extensively throughout the Northeast.

• Comfortable working on commercial rooftops and at elevated heights.

• Ability to safely climb ladders and navigate commercial job sites.

• Capability to lift up to 75 lbs.

• Willingness to learn about CDI products, measurement standards, systems, and processes.

🏝️ Benefits

• Competitive compensation based on experience.

• A remote work environment.

• Travel reimbursement and/or company vehicle program.

• Company-provided technology and field measurement equipment.

• Health benefits.

• 401(k) plan with company match.

• Paid time off and holidays.

• Training and professional development opportunities.

• Potential for career growth within a rapidly expanding company.

• A collaborative and entrepreneurial culture.

• Opportunity to contribute to the growth of CDI's presence in the Northeast.