Regional Field Measure and Sales Support Representative

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CDI custom curb adapters

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1994

🏗️ Construction

🏭 Manufacturing

🤝 B2B

Construction • Manufacturing • B2B

CDI custom curb adapters is a company that specializes in manufacturing custom curb adapters for a variety of construction applications. Their product range includes new construction curbs, isolation curbs, and conforming/calculated curbs, along with various accessories. CDI is committed to providing high-quality products proudly made in America.

📋 Description

• Travel throughout the Northeast to commercial job sites to perform field measurements • Measure existing HVAC equipment, roof curbs, structural conditions, and related dimensions • Take detailed measurements, photographs, notes, and documentation • Identify unusual or potentially problematic field conditions and communicate them to the appropriate CDI team • Complete accurate field measurement reports and submit them within required timelines • Communicate professionally with contractors, roofing contractors, mechanical contractors, building owners, and other job-site contacts • Build customer and contractor relationships while representing CDI professionally • Coordinate with customers to schedule field measurements and confirm job-site requirements • Follow CDI and job-site safety requirements, including rooftop and ladder safety • Provide field feedback to Sales, Engineering, Production, and Leadership • Support the Northeast Regional Sales team with customer and project needs • Respond to customer inquiries by phone and email • Prepare and manage quotes and assist with order entry • Coordinate customer information, measurements, drawings, and project documentation • Track projects from initial quote through production and shipment • Coordinate field measurement schedules and communicate updates • Review field measurement information for completeness and accuracy • Work with Engineering to resolve measurement or project questions • Coordinate with Production and Shipping to help keep projects on schedule • Follow up on open quotes, orders, measurements, and customer requests • Maintain accurate customer and project information in CDI systems • Assist with CRM, ERP, reporting, and other sales-support activities • Communicate project status, delays, changes, and potential issues proactively • Help resolve customer concerns and find practical solutions • Provide backup support to the Northeast sales team • Manage an assigned Northeast territory and travel schedule • Plan efficient travel routes and schedules • Occasionally attend customer meetings, trade shows, training, and team meetings • Maintain accurate mileage, travel, and expense records

🎯 Requirements

• 2+ years of experience in HVAC, commercial roofing, construction, sheet metal, field measuring, sales support, project coordination, or a related industry preferred • HVAC industry experience strongly preferred • Ability to read and understand measurements, dimensions, drawings, and specifications • Strong attention to detail and commitment to accuracy • Excellent customer-service and communication skills • Strong organizational and time-management abilities • Ability to manage multiple projects and priorities simultaneously • Comfortable working independently in a remote environment • Self-motivated with strong follow-through and accountability • Proficient with Microsoft Office, email, tablets, smartphones, and online communication tools • Experience with CRM, ERP, quoting, or order-entry systems is a plus • Valid driver's license and reliable transportation • Willingness and ability to travel extensively throughout the Northeast • Comfortable working on commercial rooftops and at heights • Ability to safely climb ladders and navigate commercial job sites • Ability to lift 75 lbs • Ability to learn CDI products, measurement standards, systems, and processes

🏖️ Benefits

• Competitive compensation based on experience • Remote work environment • Travel reimbursement and/or company vehicle program • Company-provided technology and field measurement equipment • Health benefits • 401(k) with company match • PTO and paid holidays • Training and professional development • Opportunity for career growth within a growing company • A collaborative, entrepreneurial culture • Opportunity to help build and grow CDI's presence throughout the Northeast