Senior Customer Service Representative - Inside Sales
About the job
- Extensive specialized knowledge of the characteristics and application of one or more products sold.
- Ability to identify parts or units, assist customers with product selection and application, and make recommendations about products and services.
- Ability to use computer systems to enter orders and inquiries with all pertinent information.
- Ability to obtain and manage negotiated pricing, delivery, and product information.
- Ability to investigate and resolve customer inquiries and complaints regarding deliveries, price, credit, and related matters.
- Ability to source non-stock items from suppliers and obtain technical or other vendor information.
- Ability to follow stringent process and record-keeping procedures when designated to support Aerospace Operations.
- Ability to follow established Business Management System procedures and work instructions and support continual improvement.
- Review inquiries and orders to ensure correct identification of required parts or units.
- Price products using established practices and available records, consulting with a supervisor when needed.
- Refer to factories for product identification and additional product or unit information.
- Assist customers with product selection and application assistance and recommend products and services.
- Enter orders and inquiries into the computer, obtain negotiated pricing and delivery information, and finalize orders with customers.
- Maintain computer pricing as required.
- Work with the supervisor on complex or major orders to prepare pricing and quotations.
- Check customer orders against quotations, edit orders, write related information, and process orders.
- Receive and investigate customer inquiries and complaints about deliveries, price, credit, and other matters; provide information, initiate action, and resolve issues within established practices.
- Refer policy matters to the supervisor.
- Source non-stock items with suppliers based on negotiated price and delivery and initiate purchases of required items.
- Maintain current vendor catalogs and communicate with vendors to obtain technical or other information.
- Educate customers about the company’s products and services.
- Participate in the Inside Sales Business Development program by contacting approved target customers to promote account expansion and nurture new opportunities.
- Make weekly calls to an assigned account list and record results in TDF.
- Participate in weekly cadence calls to review calls and sales tactics.
- Participate in monthly product training cadence calls.
- Assist in training customer service representatives on new or unusual situations.
- Provide direct support to Aerospace Operations when designated.
- Support Business Management System procedures and work instructions and contribute to their continual improvement.
- Perform other similar or related duties as required or requested.
About the company
SunSource distributes fluid power components and systems to OEMs, MROs, and mobile industrial equipment users. It provides design and engineering support, supply chain optimization, productivity solutions, value-added services, and repair capabilities. The products are delivered through a national network with strong local presence, combining technical expertise with customer service to offer cost-effective, maintenance-reducing solutions. SunSource differentiates itself through its long track record (85+ years), comprehensive engineering and repair services, and a focus on helping customers boost productivity while lowering operating costs. The company aims to deliver high-quality products and services, foster growth for its associates and partners, and build lasting customer relationships through technical support and reliable service.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Windsor, California
Founded
2001
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Simplify's Take
What believers are saying
- Vytl expands SunSource into chemical, marine, and downstream-energy end markets.
- SunSource’s 240-plus North American locations strengthen local service and parts fulfillment.
- MDM estimated fiscal 2025 revenue above $2 billion, supporting acquisition-funded growth.
What critics are saying
- SunSource’s June 2026 data breach exposed Social Security numbers, IDs, and health data.
- CD&R’s August 2026 takeover raises integration risk after the January 2026 Vytl acquisition.
- Applied Industrial Technologies still leads fluid power scale, squeezing SunSource pricing and share.
What makes SunSource unique
- SunSource ranked No. 1 in Hose and No. 1 in Fluid Power in 2026.
- SunSource acquired Vytl Controls on January 30, 2026, adding flow-control repair capabilities.
- CD&R completed SunSource’s majority-stake acquisition on August 19, 2026, backing roll-up expansion.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Paid Vacation
Paid Sick Leave
Paid Holidays
401(k) Company Match
Tuition Reimbursement
Growth & Insights and Company News
6 month growth
5%1 year growth
5%2 year growth
5%SunSource acquires Vytl Controls from middleground capital. Vytl was formerly known as PVI Holdings and further strengthens SunSource's flow control capabilities. Fluid power, process, conveyance and industrial automation components distributor SunSource has acquired Vytl Controls Group from private equity firm MiddleGround Capital. MiddleGround announced its sale of Woodlands, TX-based Vytl - previously known as PVI Holdings - in a Jan. 30 news release. Terms of the transaction were not disclosed. SunSource actioned the acquisition through an undisclosed subsidiary. Vytl Controls Group operates globally in the distribution, service & repair and design and manufacturing of flow control solutions servicing MRO applications across chemical, downstream energy, marine and other industrial end markets. The company offers both third-party and private lavel products, complemented by in-house engineering and repair services. Vytl operates through three business units: * Setpoint Integrated Solutions, a distributor of valves, actuators, and instrumentation primarily serving the chemical and downstream energy markets; * W&O Supply, a global distributor of technical flow control products and solutions to the military and commercial maritime sectors; and * AT Controls, a designer and manufacturer of valves, actuators, and process control accessories for a wide range of industrial applications. MiddleGround rebranded the company from PVI Holdings to Vytl to unify the company's operations and integrate an improved go-to-market structure. "The Vytl team has effectively operated and integrated these three businesses from a leadership, systems and organizational perspective to expand their collective capabilities," MiddleGround Founding and Managing Partner John Stewart said. "Achieving this outcome amid a complex economic environment reflects the strength of the management team and demonstrates the application of our hands-on, operationally focused investment approach." MiddleGround emphasized its investments in Vytl's centralized technology, strengthened leadership and corporate functions, and standardized processes across operations - positioning Vytl as a comprehensive flow control platform connecting suppliers and customers. "MiddleGround has been a valued partner to Vytl over the past several years," Vytl CEO Matt Bate added. "Their deep operational expertise and strategic guidance have been instrumental in supporting our efforts to strengthen relationships across the process solutions value chain. We're excited to build on this foundation by advancing our unified go-to-market strategy, broadening our product offerings and exploring opportunities in additional end markets and geographies." MiddleGround acquired Vytl in July 2022 through its second fund, MiddleGround Partners II, which closed in August 2021 with $800 million of committed capital. Vytl represents the firm's fifth portfolio company exit since inception and the second exit from MiddleGround Partners II, LP. Solomon Partners served as lead financial advisor to MiddleGround Capital and Vytl Controls Group, with Baird serving as co-advisor and Fried, Frank, Harris, Shriver & Jacobson LLP acting as legal counsel. Debevoise & Plimpton LLP acted as legal counsel to SunSource in connection with the transaction. SunSource's national footprint includes more than 240 locations across North America. Founded in 1922, the company was No. 1 on MDM's 2025 Top Distributors List for Hose & Accessories, No. 2 for Fluid Power and No. 15 for Industrial Supplies.
MiddleGround Capital has completed the sale of Vytl Controls Group to an affiliate of SunSource, a value-added industrial distributor. Financial terms were not disclosed. Headquartered in The Woodlands, Texas, Vytl operates globally in distribution, service and manufacturing of flow control solutions serving chemical, energy, marine and industrial markets. The company operates through three business units: Setpoint Integrated Solutions, W&O Supply, and AT Controls. During MiddleGround's ownership, Vytl implemented a unified strategy, centralised technology, strengthened leadership and standardised processes across operations. MiddleGround acquired Vytl in July 2022 through its second fund. This marks MiddleGround's fifth portfolio exit since inception and second from MiddleGround Partners II. Solomon Partners served as lead financial advisor, with Baird as co-advisor.