Associate Sales Engineer

R.F. MacDonald Co. • Fresno, CA

1d • Onsite

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 sales processes and operations by identifying potential clients, maintaining pipeline and order reports, updating prospect lists, assisting the sales team, and researching customer-service and sales-support best practices. It also tracks developing trends and analyzes sales metrics against team goals. Other related duties may be assigned.

The position is based in Fresno and reports to the VP Sales / VP Engineering. It is a full-time, exempt role with a Monday–Friday schedule of 8:00 a.m. to 5:00 p.m. It operates primarily in a professional office environment, with some offsite field exposure and travel to customer and RFM sites, including possible out-of-area and overnight travel. The position regularly requires long hours as job duties demand. The role has no direct supervisory responsibilities.

Requirements

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

Nice To Haves

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

Responsibilities

• Make equipment selections 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 data in the CRM and maintain sales tracking tools, sales data, pipeline and order reports, and prospect lists.
• Use vendor sizing, configuration, and quoting systems and 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 with following up on sales opportunities and developing leads by contacting potential clients by phone or email.
• Research and identify target accounts, then route qualified opportunities to the appropriate sales executives for further development and closure.
• Monitor project status and equipment ship dates to support customer service and customer experience.
• Participate in ride-alongs, job walks, lunch-and-learn presentations, customer meetings and visits, sales and operations meetings, tradeshows, and sales processes.
• Follow up with clients after job completion and provide start-up reports, IOMs, and close-out packages.
• Assist with job and tradeshow setup as needed, and help prepare and organize promotional materials or events.
• Analyze sales trends and metrics against team goals.
• Maintain in-depth knowledge of company products or services and competitors’ offerings to support the sales team.
• Provide customer support by answering questions about products or services, pricing, order status, delivery options, and return policies.
• Coordinate with departments such as accounting and shipping to ensure customer orders are processed quickly and accurately.
• Work with teams to accomplish shared goals and perform other related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level