Associate Sales Engineer

R. F. MacDonald Co.•Enterprise, NV

About The Position

The Associate Sales Engineer – New Equipment works closely with R.F. MacDonald Co.’s New Equipment Sales teams, vendors, and customers. The role supports the sales process and operations by identifying potential clients, maintaining pipeline and order reports, updating prospect lists, and providing support for effective sales operations. It also researches customer-service and sales-support best practices, tracks developing trends, and analyzes sales metrics against team goals. Other related duties may be assigned. The position is based in Las Vegas and reports to the VP Sales / VP Engineering. It is a full-time, exempt role with regular customer and site travel, including possible out-of-area and overnight travel. Work is primarily in a professional office environment, with some offsite field exposure.

Requirements

  • B.S. in Mechanical Engineering.
  • Inside sales support experience with mechanical piping and/or electrical experience.
  • Some experience in administrative support positions.
  • Proficiency in Microsoft Office software, including Excel, Word, and PowerPoint, and accounting or sales software systems.
  • Strong computer and software systems skills, including ability to enter data across multiple platforms and pull reports using queries or data mining.
  • Working knowledge of administrative and sales procedures and ability to perform diversified business functions.
  • Ability to work and travel in office or field/jobsite settings as needed.
  • Strong organizational skills and responsibility, with ability to switch efficiently between duties.
  • Proficient English communication, including strong verbal and written communication with internal staff, management, and external customers.
  • Ability to work in a team environment and multitask across daily work projects and scopes.
  • Ability to meet deadlines and targets and to handle pressure and stress.
  • Self-motivated and driven.
  • Professional appearance and demeanor.
  • Excellent attendance and punctuality.
  • Ability to work independently and efficiently with minimal supervision.
  • Ability to apply knowledge to customers’ current and future needs.
  • Ability to produce detailed but concise quotations based on customer requirements.
  • Valid driver’s license and ability to be insured with no major infractions.
  • Strong people and customer-service skills in a professional setting.
  • Strong Microsoft skills and knowledge, including manufacturer sizing programs and AutoCAD.

Nice To Haves

  • Two years of related experience preferred.
  • Inside sales experience in industrial or commercial fields preferred.

Responsibilities

  • Select equipment based on customer needs.
  • Develop quotations, project specifications, and submittals.
  • Work with and develop 2D and/or 3D drawings.
  • Read construction plans and perform takeoffs.
  • Enter CRM data and maintain sales tracking tools, sales data, pipeline reports, order reports, and prospect lists.
  • Use vendor systems and quoting procedures, including Cleaver-Brooks Powerup and Configurator, Taco’s BuyTaco and Project Builder, and similar systems.
  • Respond to customer and prospect inquiries with assistance and oversight from an outside sales engineer.
  • Assist the sales team in following up on sales opportunities.
  • Monitor project status and equipment ship dates to support customer service and customer experience.
  • Participate in ride-alongs, job walks, lunch-and-learn presentations, and customer meetings and visits with the sales team.
  • Follow up with clients after job completion to provide start-up reports, IOMs, and close-out packages.
  • Participate in sales and operations meetings, tradeshows, and sales processes; assist with job and tradeshow setup as needed.
  • Analyze sales trends and manage sales tracking tools and team sales data.
  • Assist in preparing and organizing promotional materials or events.
  • Research and identify target accounts and develop sales opportunities with assistance and oversight from an outside sales engineer.
  • Contact potential clients by phone or email to generate interest and help the sales team develop leads.
  • Route qualified opportunities to appropriate sales executives for further development and closure.
  • Maintain in-depth knowledge of company products or services and competitors’ offerings to support the sales team.
  • Answer customer questions about products or services, pricing, order status, delivery options, and return policies.
  • Coordinate with departments such as accounting or shipping to ensure customer orders are processed quickly and accurately.
  • Work collaboratively with others toward common goals.
  • Travel to customer and RFM sites as needed, including possible out-of-area and overnight travel.
  • Perform other related duties as assigned.
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