CSR Inside Sales 2

Daikin Comfort•Montclair, CA

6d•$18 - $24

About The Position

The CSR/Inside Sales Representative partners with regional Territory Sales Managers to help drive territory coverage and maintain positive dealer relationships. Work as part of a team to make Dealers aware of upcoming training, literature availability and ensuring they are happy with the products and services. May include: Help the branch build its sales including the new business component by helping to maintain house accounts through active Dealer communication of new product launches, services, supplies, prices, and new products sales and or discounts via outbound calls and in house counter discussions. Conduct outbound calls of existing and lost customer accounts. Maintain sales programs within assigned territory by keeping customers informed about available services, supplies, prices, and new products. Provide excellent customer service via walk-ins, phone calls and e-mails; includes product/order information, sales, warranties and returns. Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes, and delivery dates - ensure accuracy of information being entered to guarantee correct item(s) are ordered. Recommend alternate products based on cost, availability or specifications as needed. Obtain and monitor scheduled shipment dates to ensure timely delivery and expedite as needed. Coordinate with manufacturing, sales, distribution, and vendors regarding shipments. Generate new and repeat sales by providing product and technical information in a timely manner. Educate customers about product terminology, features, and benefits in order to improve sales and customer satisfaction. Provide accurate information regarding availability of in-stock items. Conduct cycle counts as required. Replenish the showroom stock as needed. Collaborate with the Branch Manager to determine best methods to resolve problems to ensure customer satisfaction and adherence to the organization’s policies. Coordinate problem resolution with appropriate departments. Daily processing of cash drawer, end of shift counts of money, prepare deposit slip and place in safe. Maintain records and prepare reports on sales activities. Periodically reach out to customers to determine satisfaction with the organization, products, and services Monitor competitive activity and trends within territory. Expand knowledge of HVAC products and keep current with latest trends within the industry. Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible. Understand and follow work instructions, operating procedures, and company policies. Assist in warehouse as needed, including inventory counts and movement of product including operating a forklift. Perform additional tasks as assigned. Nature and Scope Take direction from Branch Manager or Lead CSR. Works within well-defined instructions. Works within knowledge. Works with sales and others to grow existing customers, acquire new customers, and increase sales while increasing customer satisfaction.

Requirements

Knowledge of HVAC equipment / products is preferred.
General Microsoft Office skills (Outlook, Excel, Word) as well as working knowledge of database applications.
Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and email.
Positive, professional attitude, handling difficult customers with ability to diffuse negative situations.
Developing rapport and effective listening skills
Professionalism – patience, poise and tact and ability to deal with high volume customer traffic.
Effective verbal and written skills – must be able to explain technical parts information clearly and able to communicate with customers and accurately input orders.
Effective organizational skills and time management skills including ability to prioritize and multi-task.
High level of attention to detail and accuracy and compliance oriented.
Ability to establish positive working relationships with internal and external customers and employees.
Ability to apply good judgement and strong work ethics and integrity on the job and results driven.
Ability to assist in the warehouse and operate a forklift as needed while doing so in a safe and efficient manner.
Ability to understand and follow procedures, work instructions and company policies.
1 – 3 years of progressive sales experience
2 plus years of customer service experience
High School diploma or GED equivalent, some college preferred.

Responsibilities

Help the branch build its sales including the new business component by helping to maintain house accounts through active Dealer communication of new product launches, services, supplies, prices, and new products sales and or discounts via outbound calls and in house counter discussions.
Conduct outbound calls of existing and lost customer accounts.
Maintain sales programs within assigned territory by keeping customers informed about available services, supplies, prices, and new products.
Provide excellent customer service via walk-ins, phone calls and e-mails; includes product/order information, sales, warranties and returns.
Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes, and delivery dates - ensure accuracy of information being entered to guarantee correct item(s) are ordered.
Recommend alternate products based on cost, availability or specifications as needed.
Obtain and monitor scheduled shipment dates to ensure timely delivery and expedite as needed.
Coordinate with manufacturing, sales, distribution, and vendors regarding shipments.
Generate new and repeat sales by providing product and technical information in a timely manner.
Educate customers about product terminology, features, and benefits in order to improve sales and customer satisfaction.
Provide accurate information regarding availability of in-stock items.
Conduct cycle counts as required.
Replenish the showroom stock as needed.
Collaborate with the Branch Manager to determine best methods to resolve problems to ensure customer satisfaction and adherence to the organization’s policies.
Coordinate problem resolution with appropriate departments.
Daily processing of cash drawer, end of shift counts of money, prepare deposit slip and place in safe.
Maintain records and prepare reports on sales activities.
Periodically reach out to customers to determine satisfaction with the organization, products, and services
Monitor competitive activity and trends within territory.
Expand knowledge of HVAC products and keep current with latest trends within the industry.
Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible.
Understand and follow work instructions, operating procedures, and company policies.
Assist in warehouse as needed, including inventory counts and movement of product including operating a forklift.
Perform additional tasks as assigned.