CAREERS

Custom Mechanical Solutions (CMS) is a mechanical equipment sales representative serving the Pacific Northwest. We are committed to providing best-in-class customer service, which starts with hiring the right people.

Our employees build relationships based on trust, are resourceful and independent, and are driven to be the best. We believe a healthy and supportive work environment that encourages employees to be creative and confident is key to achieving our goal of being the best in the business. CMS offers training, career development opportunities, and competitive salary and benefits so employees are equipped to perform their best. Our cohesive team is always ready to lend a hand or work together to accomplish goals. If you’d like to be part of our team, see our current opportunities below!

CURRENT JOB OPENINGS

OVERVIEW

The Account Manager is responsible for developing long-term customer relationships and maximizing account penetration and customer retention with contractor and consulting engineer accounts. Promotes CMS products and services by providing technical solutions to the customer’s business and operational needs as well as demonstrating applicable technical knowledge. Seeks to expand the depth of offerings within each account. Participates as a member of account team on key and target customers and projects.

RESPONSIBILITIES

  • Identifies potential opportunities with existing and new customers.
  • Collects project data and compares to CMS’s capabilities.
  • Develops relationships with multiple buying influences in the customer’s organization, including project managers, project engineers, construction, purchasing, and accounts payable.
  • Builds partnering relationships with contractors and consultants responsible for the decision-making process to drive the sales of CMS offerings. Actively listens, probes and identifies concerns.
  • Determines project needs, constraints, and responsibilities to meet customer’s HVAC system design and installation requirements.
  • Develops, evaluates, and discusses possible solutions with customer.
  • Responsible for project take-off, selection, and pricing of equipment and services.
  • Develops project fulfillment schedule. Responsible for ordering, tracking, customer follow-up, and management of project.
  • Responsible for the preparation and review of the proposal. Determines price and selling strategy.
  • Reviews and compares contract terms and conditions with CMS contract standards.
  • Presents the proposal and negotiates price, terms, and conditions with customer.
  • Determines customer needs, develops and executes an account specific business plan.
  • Assists in the development of CMS sales and marketing plans and strategies. Aides in the implementation of these strategies and action plans. Provides total account business activity reports and annual forecasts.
  • Coordinates with consulting engineers in writing project specifications.
  • Authorizes replacement, credit, or refund as necessary to facilitate the refund/exchange process including negotiation of back charges and customer disputes.
  • Positively and credibly influences system design and construction with contractors and consultants. Frequently creates competitive, high quality and timely estimates, bids, proposals, and cost/benefit analysis. Effectively writes, presents and communicates bids. Negotiates value, addresses resistance when demonstrated and closes the sale.
  • Assists customers in answering technical questions on HVAC systems, CMS products, system application alternatives, installation, operation, maintenance, and problem resolution.
  • Flexibility to work outside normal work hours, as required.
  • Maintains memberships with ASHRAE, USGBC and other industry organizations. Actively attends meetings.

REQUIRED SKILLS

Account Managers must have exceptional written and verbal communications skills. Candidate must demonstrate the ability and willingness to communicate in a clear, concise, and diplomatic manner. Outstanding attention to detail and excellent organizational skills are critical, as are honesty and the ability to develop and maintain deep customer relationships based on trust. Candidate must be passionate about helping our customers to be successful, and must continually strive to improve their understanding of our customers in order to provide first-class customer service.

EXPERIENCE

Bachelor’s degree in engineering from four-year college or university; or equivalent combination of education and experience. Familiarity with HVAC systems and temperature control equipment preferred. The Account Manager works in a typical office environment with occasional visits to project sites, which includes outdoor work and work in mechanical/equipment rooms.

OVERVIEW

The Inside Sales position is responsible for coordinating the efforts of the sales team and making decisions to successfully complete quotations and orders on time, within scope and authorized cost figures. Provides sales, marketing, and customer support during the pre- and post-sale order life cycles. This includes but is not limited to reviewing the technical and commercial specifications, preparing and negotiating bids, providing internal and external order management and providing general support to the outside sales team. Responsible for the administration, implementation, and management of equipment projects. Accountable for assigned projects’ scope of work, schedule, and budget.

RESPONSIBILITIES

  • Responsible for review of bid requests, project take-off, selection, and pricing of equipment and services.
  • Maintains strong support for and interacts with the outside sales representatives in the bid process, which includes quotation development, spec review and all order management activities.
  • Responsible for timely completion of assigned projects and customer satisfaction.
  • Communicates with customers and their representatives, including building owners, mechanical contractors, other trades, subcontractors, and field support staff.
  • Develops, evaluates, and discusses possible solutions with customer.
  • Ensures compliance with internal equipment ordering processes.
  • Supports and assists Project Managers, including order entry, follow up, shipment tracking and warranty support.
  • Develops project fulfillment schedule. Responsible for ordering, tracking, customer follow-up, and management of project.
  • Reviews and compares contract terms and conditions with CMS contract standards.
  • Assists customers in answering technical questions on HVAC systems, CMS products, system application alternatives, installation, operation, maintenance, and problem resolution.
  • Flexibility to work outside normal work hours, as required.

REQUIRED SKILLS

Must have exceptional written and verbal communications skills. Candidate must demonstrate the ability and willingness to communicate in a clear, concise, and diplomatic manner. Outstanding attention to detail and excellent organizational skills are critical, as are honesty and the ability to develop and maintain deep customer relationships based on trust. Candidate must be passionate about helping our customers to be successful, and must continually strive to improve their understanding of our customers in order to provide first-class customer service.

EXPERIENCE

Bachelor’s degree from four-year college or university; or equivalent combination of education and experience. Familiarity with HVAC equipment and systems is preferred. This position works in a typical office environment with occasional visits to project sites, which includes outdoor work and work in mechanical/equipment rooms.

OVERVIEW
The Project Administrator is responsible for the administration, implementation and management of commercial heating and cooling equipment projects and to successfully deliver those projects to our customers. This will be achieved by working closely with our project management team in order to learn our processes and ultimately deliver on our high standards for customer satisfaction and success.

RESPONSIBILITIES

  • Capable of managing mechanical projects ranging from $10,000 to $1,000,000
  • Establishes customer relationships
  • Responsible for the timely completion of assigned projects by managing schedules
  • Communicates with customers and their representatives; including building owners, mechanical contractors, other trades, subcontractors, and field support staff
  • Coordinates scope of project; budgets, performance and close-out with customers
  • Ensures compliance with internal equipment ordering processes
  • Responsible for entering equipment orders and issuing purchase orders to vendors
  • Compares estimated ship dates with contractors’ project schedules
  • Responsible for approving vendor invoices, issuing customer invoices and reconciling financials within assigned projects
  • Generates service work orders for equipment start-ups and service visits
  • Assists project management team with requested documentation from our customers (equipment manuals, spare parts and filter lists)
  • Ensures the project management team has copies of the GC’s payment and performance bonds on all public projects
  • Keeps internal PM templates up to date within the PM Procedures folder
  • Shadows Project Managers and participates in CMS provided training classes
  • Participates in vendor webinars and reports back to the project management team with new information, changes and updates
  • Visits jobsites with Sales Engineers to gain a better understanding of our equipment and industry
  • Opportunity for advancement into Project Management role

REQUIRED SKILLS

  • Proficient in Microsoft Office
  • Attentive to detail
  • Highly organized and able to manage multiple ongoing projects
  • Good communication and collaboration

EXPERIENCE

Associate’s Degree or a minimum of two (2) years of project management, HVAC or related experience, or an equivalent combination of education and experience. This position works in a typical office environment with occasional visits to jobsites. Good communication and collaboration skills are essential.

OVERVIEW
Our company is seeking an organized Office Manager to manage the day-to-day administrative aspects of the business. This role is key to the customer service and organizational strength of our company. A positive attitude, a desire to work as efficiently as possible, and excellent client-facing communication skills are a must. We’re looking for an energetic professional who doesn’t mind wearing multiple hats. This is a unique opportunity to work as an important team member of a growing company.

RESPONSIBILITIES

    • Answer phones and assist callers and redirect calls in a positive and courteous manner
    • Main point of contact for programming and maintaining phone system and office equipment
    • Troubleshooting and resolving connectivity issues with service provider in a timely manner
    • Acquiring office supplies for users and training users how to use office equipment, including providing training for new employees and as features change
    • Main point of contact for receiving and distributing mail. Code incoming customer and vendor invoices send to applicable PM & SE
    • Post daily customer and vendor transactions in accounting system when approved & provide approved invoices to accountant
    • Prepare bank deposits, general ledger postings and statements
    • Back-up Controller on payroll and treasury activities as needed
    • Responsible for approving vendor invoices, issuing customer invoices and reconciling financials within assigned projects
    • Track and reconcile third party commission reports
    • Research, track and restore accounting or documentation problems and discrepancies
    • Receive, code, and document customer payments in our project management system
    • Prepare letters and/or packages for FedEx pick-up/delivery, including completing on-line shipping documentation and scheduling pick-ups
    • Coordinate print services with G&H or another vendor when several copies of large submittals or other documents are needed
    • Make travel arrangements, as requested
    • Set-up Internal and External Meetings, including booking meeting room(s), ordering refreshments and assisting with obtaining training or other materials if required. Notify attendees of location, date, time, etc. as requested
    • Clean and maintain kitchen/coffee area as needed
    • Maintain customer and vendor account information in our project management system, including a copy of their W9, Reseller Permits, and certificates of insurance
    • Manage the pre-lien notice process + internal filing, when necessary
    • Receive and prepare lien releases for accountant and CFO to complete. Notarize and return lien releases to customer
    • Assemble and distribute Operations and Maintenance (O&M) literature as stated in the project submittal, specification and/or purchase order, including project-specific information, as requested
    • Prepare equipment spare parts lists, filter lists and rigging and installation information as requested
    • Send warranty and closeout documentation to our customers if directed
    • Follow up with customers’ Accounts Payable for the status of overdue invoices
    • Assist Bid Coordinator in managing upcoming construction bids for CMS Sales Departments
    • Provide assistance and support to company personnel as requested
    • Assist Parts Coordinator in quoting, managing, and delivering Parts orders
    • Serve as back up to Bid Coordinator and Parts Coordinator

EXPERIENCE

Associate degree with a minimum of two (2) years of administrative support or related experience, or an equivalent combination of education and experience. Familiarity with HVAC systems and temperature control equipment preferred. Proficiency in Microsoft Office and Adobe Acrobat. This position works in a typical office environment.

UPCOMING CAREER EVENTS

JOB FAIR

None at this time. Check back soon!

NETWORKING

None at this time. Check back soon!