- Location
- Alameda, CA
- Department
- Engineering
- Education
- Bachelor
- Source
- Paylocity
Description
Description
Requirements
- Coordinate regular customer office visits, training sessions, lunch and learns and job site visits.
- Know and understand the customer’s business and how to best “partner” for success.
- Be solutions focused in order to support the customer for all projects.
- Generate and maintain CRM opportunities and orders.
- Review customer bid calendars and project timeline requirements.
- As project lead, coordinate bid strategy calls with team members to review pricing, scope and deliverables.
- Negotiate pricing, terms and scope of equipment sale.
- Communicate project details to ISE team for pre/post-sale responsibilities. Including equipment selections, bid requirements, scope letters, pricing, submittals and equipment releases.
- Complete order entry per CRM guidelines with all proper documentation.
- Proactively update our customers on equipment fabrication and shipping status.
- Coordinate necessary start up, service and warranty requests.
- Attend industry functions such as trade shows and industry organizations.
- Attend in-house factory training, ATC trainings, factory/webinar and online trainings.
- Maintain current factory software versions and updates.
Skills/Abilities:
- Excellent verbal, interpersonal and customer service skills.
- Strong technical background with a proven ability to explain technical products and systems to any level of audiences.
- Excellent organization skills and attention to detail.
- Proficient in time management and ability to meet deadlines on assignments.
- Ability to apply engineering, technology, or other related principles to product sales.
- Proficient with Microsoft Office Suite (Outlook, Word, Excel), Internet Browser (Chrome), and related Microsoft CRM software
- Complete required training in a timely manner when assigned.
Education:
- B.S. in Mechanical Engineering preferred.
Skills
ExcelHVACCustomer Service
