Associate Sales Engineer

R.F. MacDonald Co.•Fresno, CA

27d•Hybrid

About The Position

The Associate Sales Engineer – New Equipment will work closely with the R.F. MacDonald Co. New Equipment Sales teams, inclusive of vendors and customers. The successful candidate must be organized and work proactively within the Sales process and operations of RFM. This position identifies potential clients, maintains pipeline and order reports, and updates prospect lists. In addition, the role involves assisting the sales team and providing essential support for effective sales operations. The individual will be required to research best practices in customer service and sales support functions. Tracking developing trends, as well as analyzing and interpreting sales metrics against team goals is essential in the position. Performs other related duties as required and assigned.

Requirements

Inside sales support with mechanical piping and/or electrical experience.
Some experience in administrative support positions
Ability to work and travel in office or field/jobsite setting as needed.
Proficient in Microsoft Office Software (Excel, Word, PowerPoint) and accounting or sales software systems.
Good computer and software systems skills and experience
Ability to enter data in multiple system platforms and pull reports (w/ use of queries, datamining, etc.)
Ability to perform diversified business functions and working knowledge of administrative and sales procedures.
Well organized and responsible; ability to switch between duties efficiently
Communicate proficiently in English, with good verbal and communication skills; communicate well with internal staff & management, as well as externally with customers
Excellent verbal and written communication skills .
Must be able to work in a team environment
Must be able to multitask within daily work projects and scopes.
Ability to meet deadlines and/or targets
Must be adept at handling pressure and working under stress
Must be self-motivated and driven
Professional appearance and demeanor
Excellent attendance and promptness a must.
A valid driver's license is required.
Must be insurable with no major infractions.

Nice To Haves

B.S. in Mechanical Engineering.
Two years related experience preferred.
Inside sales experience in industrial or commercial fields preferred.
Strong Microsoft skills and knowledge including Manufacturer sizing programs and AutoCad
Ability to apply knowledge to customer’s current and future needs.
Ability to multi-task.
Ability to produce detailed but concise quotations pertaining to customer requirements

Responsibilities

Making equipment selections based on customer needs
Developing quotations and project specifications and submitters
Working with and developing 2D and/or 3D drawings
Reading construction plans and doing takeoffs
CRM data entry
Proficiency with Cleaver-Brooks Powerup and Configurator, Taco’s BuyTaco and Project Builder, and similar systems and quoting procedures for R.F. MacDonald vendors.
Respond to customer and prospect inquiries with assistance and oversight of outside sales engineer.
Assist the sales team in following up on sales opportunities.
Monitor project status and equipment ship dates to ensure excellent customer service and customer experience.
Participate in ride-along's, job walks, lunch & learn presentations, and customer meetings/visits with sales team.
Following up with clients upon job completion to provide start-up reports, IOM’s and close-out packages.
Participate in sales and operations meetings, tradeshows, and sales processes.
Assist with job/tradeshow setup as needed.
Manage sales tracking tools and sales data for the team, as well as analyzing sales trends.
Assist in the preparation and organizing of promotional material or events
Develop sales opportunities by researching and identifying target accounts with assistance and oversight of outside sales engineer.
Helping the sales team develop leads by contacting potential clients via phone or email to generate interest in the company’s products or services.
Routing qualified opportunities to the appropriate sales executives for further development and closure
Maintaining in-depth knowledge of the company’s products or services and competitors’ offerings to support sales team with their efforts
Providing customer support by answering questions about products or services, pricing, order status, delivery options, return policies, etc.
Coordinating with other departments such as accounting or shipping to ensure that customer orders are processed quickly and accurately
Working in teams to accomplish a common goal