Inside Sales Representative HVAC

Description

SUMMARY

This role will support and assist the branch in caring for customers, following the direction of another associate or Branch Manager. Responsible for assisting customers on the phone or at the counter with a primary emphasis on order fulfillment. Provides support to the sales team with all aspects of quotations, pricing, project documentation, order entry, order processing, logistics and support product and program questions. Responsible for assisting internal customers with documentation, problem sales ticket resolution, and pricing. 

ESSENTIAL DUTIES AND RESPONSIBILITIES (Other duties may be assigned)

• Knows how to establish customer rapport to ensure highest levels of satisfaction.
• Fields calls into the office and handles as appropriate.
• Serves as initial branch contact for contractors in placing orders and requesting information on potential or pending orders.
• Prepares bids for projects and material requests noting details of the job and all appropriate charges as guided.
• Follows up on all bid projects, keeping other sales team members aware of status.
• Reviews paperwork coming in for major lines to ensure accuracy.
• Inputs orders into the computer to create a delivery ticket or direct ship purchase order for non-stock materials from the manufacturer.
• Advises contractors of backorder situations noting when shipment may be expected.
• Advises Account Manager of pertinent credit situations or other sales/account information needed.
• Identifies and communicates competitive situations and alerts other sales team members, as needed.  
• Contacts appropriate internal functions and suppliers in order to respond to assist customers appropriately.
• Maintains literature and submittals in the branch.
• Provides basic product technical support to customers.
• Maintains consistent outbound call schedule to obtain sales.
• May occasionally be required to pull a customer order from the warehouse. 
• Travels for meetings and training as well as to meeting customers, as required.
• Any other task deemed necessary by the Branch Manager

SUPERVISORY RESPONSIBILITIES

None.

EDUCATION & EXPERIENCE

High school diploma or general education degree (GED); 1-2 years related experience and/or training; or equivalent combination of education and experience.

CERTIFICATION, LICENSES, REGISTRATIONS

None required. 

SKILLS & ABILITIES

• Ability to understand customer needs and meet those needs with a successful product sale.
• Highly organized with exceptional follow-through abilities.
• Experience in developing rapport with customers.
• Strong verbal and written communications.
• High integrity with advanced social skills and ability to make solid connections.
• Personality that blends well with a fast-paced, goal-driven environment.
• Strong problem-solving skills.
• Motivation, drive, and a self-starting attitude.
• Competitive individual contributor who also loves to win as a team.
• Basic mathematical skills. Proficient understanding of units of measure.
• Basic computer skills and proficiency with Microsoft Office (Outlook, Teams, Excel, Word)

PHYSICAL DEMANDS

Work involves standing and walking for brief periods of time, but most duties are performed from a seated position. There is potential for eye strain from reading detailed materials and looking at a computer screen. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboards at a moderate skill level. The employee frequently is required to talk or hear. The employee may occasionally lift and/or move up to 10 pounds.  

TRAVEL REQUIREMENTS

If travel is requested, a valid government driver’s license and an acceptable driving record, as determined by company standards and insurer requirements, are required. All vehicles operated for Company purposes must be legally registered with appropriate government authorities.

WORK ENVIRONMENT

The noise level in the work environment is usually quiet.

FLSA: Non-Exempt