JOB SUMMARY:
The Sales Account Specialist is responsible for supporting the organization by performing internal sales related duties. Position reports directly to the Project Manager and has a strong relationship with Sales, Service and Parts Teams. The following list comprises many tasks of this teammate.
Sales and Project Management Support:
- Review, record, and communicate incoming leads and purchase orders.
- Complete specification sheets and customer packets for approvals.
- Collaborate with Account Manager on all after sale details.
- Maintain listing of assembled equipment, drawings, and billings.
- Provide statistical data related to Customer and equipment as needed.
- Maintain and update Salesperson’s follow up logs.
- Arrange travel accommodations for Sales and related Teams.
- Schedule and coordinate Customer training and visits to our facility.
- Accommodate Customer during training including tour and promo items.
- Follow up with Customer prior to shipping, during, and after equipment arrival.
- Coordinate all Sales and Marketing related meetings.
- Investigate, order, and keep inventory of office supplies and promotional items.
- Enter all Customer conversation notes into internal CRM database.
- Take photographs of Equipment prior to tear-down and shipment, keep on file.
Quoting, Ordering, and Pricing Support:
- Prepare and send quotations while maintaining log of all quotes.
- Create sales orders and linked production jobs within ERP (Epicor) system.
- Obtain quotes for shipment of equipment; provide load plans in advance.
- Assist with paperwork and invoicing of new and used equipment.
- Coordinate with other departments to answer specification questions.
Trade Shows and General Duties:
- Assist with Company events, website updates, and newsletter mailings.
- Assist with trade show prep and promote accordingly.
- Attend annual trade show with Sales Team (one or two per year).
- Handle any forms/questionnaires for publication listings.
- Partake in various organizational and efficiency initiatives .
The ideal candidate:
We are seeking a professional with a very high attention to detail and strong work ethic. The ideal candidate must be a solid communicator and self-motivated with good organization skills. Ability to develop and maintain relationships with customers a must. Working in a manufacturing environment is a plus.
Standard working hours and work environment; college degree required. Proven track-record with at least a year of prior sales experience. Familiarity and experience with CRM and ERP systems required. Seeking above average excel skills and the ability to multi-task; necessary training provided.
Benefits:
- Health coverage including BCBS Medical, plus Dental, Vision, and Life Insurance.
- 401k Retirement plan.
- Earned vacation time and 10 paid holidays.
- Annual performance review.
- Profit sharing available upon reaching qualified service time.
- Reimbursement for qualified training.
- Teammate appreciation events.
- Referral pay for referring a friend or colleague.
- Teammate assistance programs.
- Positive work-life balance to maintain mental health.
- Easily accessible and modern facility.
- Stability of industry-leading company in business over 40 years.
- Equal opportunity employer; recent graduates and veterans encouraged.