Technical Sales Representative

Job Description

Carlisle Architectural Metals (CAM) is seeking a Technical Sales Representative (TSR) to join our team in Waukesha, WI.   The TSR is a vital part of our sales team, which provides exceptional customer service to our inbound customer, vendor, partner and contractor clients while contributing to the growth of MTL sales by assisting our sales efforts to execute a bid.

TSR's respond to incoming customer inquiries by analyzing architectural and shop drawings against customer-provided specifications and other construction documents to determine the appropriate selection of MTL products in order to prepare pricing quotes and product estimates. They are also assigned to manage specific Customer Accounts, with responsibilities including, but not limited to: providing pricing, completing print approvals, providing samples, answering technical questions, obtaining approvals and purchase orders, assisting in the processing of orders, communicating and partnering with Engineering, Production, Service, and Shipping departments in the best interest of strengthening and building customer relationships with MTL. The Technical Sales Representatives also follow up on quotes to help bring in orders for MTL. This process is called Plan for Every Quote, which is quote follow up. This consists of managing CRM, gathering key information at time of quote request and logging this information in the quote system. TSR’s will also reaching out to customers and offer assistance on securing the job.

Duties and Responsibilities:

• Deliver an exceptional level of service in every interaction to fulfill the SPEQ Promise (Speed, Protection, Expertise, and Quality) to our external and internal Customers. We achieve our SPEQ promise by honoring seven simple core values and celebrating our success as a team by being curious, adaptable, responsive, accountable, approachable, supportive and inclusive.
• A sense of urgency and commitment to find solutions for new and existing customers.
• Be responsive and professional in answering incoming Customer telephone calls and/or email messages.
• Establish and maintain positive business relationships with customers to ensure the highest level of Customer satisfaction.
• Be an expert in the MTL product lines; a trusted resource and advisor for our Customers who provides technical expertise, specification knowledge, pricing, and customer-centric solutions.
• Act as a primary point of contact for assigned Customer Account(s), and develop a comprehensive understanding of their people, needs, products, and pricing structure.
• Demonstrate a basic understanding and ability to navigate non-assigned Customer Accounts, to assist teammates in delivering an exceptional customer experience.
• Accurately determine material and product costs for Customer price quotes, based on your review of specific project requirements and/or plans.
• Review and coordinate drawings and approvals for proposals and job submittals.
• Master the quoting and the quote management system: reviewing and creating quotes in an accurate and timely manner. Fully understand the impact and source of processing errors and non- conformance issues, and take ownership of errors and immediately work to disclose and correct them.
• Effectively and professionally address and resolve Customer inquiries, problems, concerns and complaints regarding MTL products and services.
• Communicate effectively with all personnel in Engineering, Production, Shipping, and Customer Service departments regarding specific Customer Account needs.
• Demonstrate the ability to solve problems in a professional, up-front and transparent manner. Openly disclose errors or concerns, and seek to find a win-win solution for the customer and the company.
• Review pricing on quotes that were not won successfully and work with the Customer on reasonable solutions to achieve higher quote win ratios.
• PFEQ- Plan For Every Quote. TSR will follow up on high dollar value quotes and use their technical skills to help turn the quote into a order.
• Build relationships and resolve conflict in a productive, professional manner to support and foster our MTL culture of Trust and Respect.
• Demonstrate a ‘continuous improvement’ mindset, by seeking and accepting feedback, embracing change, and making adjustments in a positive manner.
• Provide support to teammates as requested, including assisting other TSRs or Sales teams, problem resolution, or other inter-departmental issues.
• Demonstrate a willingness to work with others through open, honest, and supportive communication. Challenge appropriately and constructively.
• Demonstrate a willingness to contribute to special projects, as assigned by leadership.
• Comply with all safety and work rules and regulations and maintain departmental housekeeping standards.
• Makes sound business decisions, demonstrate constructive ingenuity and consistently put forth the necessary effort to be the best job possible.
• Ability to follow and understand all appropriate work instructions, processes, procedures, programs and systems.

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management deems necessary. Candidates must be able to satisfactorily perform each essential duty listed, with or without reasonable accommodation.

Qualifications

Minimum Requirements & Qualifications:

The requirements listed are representative of the knowledge, skills, and/or abilities required to satisfactorily perform the essential functions of this position.

• A high-school diploma, and at least 2+ years’ experience in customer-interacting or customer-facing roles is required, or an equivalent combination of education and experience.
• Excellent interpersonal and communication skills; including the ability to effectively communicate verbally and in-writing with Customers, and at all levels of the organization.
• Strong computing skills, including proficiency in Microsoft Outlook, Word, Excel, and Adobe.
• Basic proficiency using office hardware including: computers, laptops, printers, and fax machines.
• High attention to detail and a consistent history of accuracy in completed work.
• Strong mathematical skills.
• The ability to read and interpret Architectural Drawings and specifications.
• Demonstrated ability to problem-solve in standardized scenarios involving several concrete variables.
• Strong “customer first” mindset, and well-developed customer service skills.
• Proven ability to effectively resolve conflicts and/or problems in a professional manner.

Preferred Qualifications:

• A certificate program or college degree; involving Mathematics, Business Administration, Engineering, Architectural Drafting, Construction Technology is strongly preferred, but not required
• Experience in the metal fabrication, construction or roofing industry is preferred, but not required.
• Experience in a consultative selling environment is preferred but not required.
• Experience in a technical or specifications-based position is preferred, but not required
• Experience working in a customer service role is preferred but not required. 

Working Conditions:

• The position is primarily an office-based position with regular visits to the plant floor. The incumbent occasionally performs work-related travel, less than 20% of the time. The role is primarily scheduled weekdays, and during regular business hours; however, some projects and initiatives may require flexibility to occasionally work on weekends or during second-shift hours.
• Monday – Friday, 8 am – 5 pm.

Travel Requirement:

• Some travel may be required for this position.

Additional Information

Our Core Values

At Carlisle, our culture is grounded in a shared commitment to our core values: Start with Safety, Focus on Customers, Act with Integrity, Pursue Excellence, Better Every Day, Drive Innovation, and Deliver Results.

These values are more than words. They guide our behavior, decisions, and actions every day. They are the foundation of our business and a key part of our continued success.

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Salary Range (Min, Mid, Max): 58,656 - 73,320 - 87,984