Inside Sales Account Manager

Hoffman & Hoffman IncGreensboro, NC
Onsite

About The Position

Heat Transfer Sales is actively seeking qualified professionals for the Inside Sales Account Manager position. This role involves managing collective accounts, providing high-level customer service, and developing technical understanding of company products. The position is responsible for managing the order entry process, coordinating deliveries, and acting as the first responder for customer inquiries. It requires strong communication between customers, sales engineers, and factories to ensure seamless product delivery. The role also involves processing sales orders and quotations, utilizing industry databases to find upcoming jobs, performing preliminary take-offs, and maintaining project schedules in a quote/project management system. Additionally, the Inside Sales Account Manager will develop Installation Operations and Maintenance Manuals, work closely with manufacturers to resolve issues, coordinate equipment start-up, and remain knowledgeable on represented products and technologies. Other tasks may be assigned by management.

Requirements

  • Minimum 2 year’s experience in similar role (Inside Sales/Account Executive/Product Management)
  • Highly developed interpersonal and analytical skills.
  • Experience with Marketing / Project Management
  • A strong sales presence and ability to develop lasting relationships
  • Detail oriented, professional attitude, reliable
  • Strong time management skills
  • Sincere desire to help others
  • Strong attention to detail
  • Ability to work independently and within a team with emphasis on accuracy and timeliness
  • Must possess a personal need to consistently produce accurate and thorough results
  • Superior written and oral communication skills
  • Proven problem solving, leadership and listening skills
  • Product and vendor knowledge (or the ability to quickly learn it)
  • Strong technical aptitude
  • Ability to work in a fast-paced environment and handle multiple task
  • Strong administrative and organizational skills

Nice To Haves

  • Bachelors Degree preferred but not required
  • 2 or more years experience in the HVAC industry preferred but not required

Responsibilities

  • Manage collective accounts
  • Provide a high level of customer service in a timely, effective and efficient manner
  • Keep up to date information on Jobs List
  • Continuously stay updated on current competitive market pricing and report/share with Outsides Sales and Management
  • Develop technical depth and understanding of company products and application knowledge
  • Manage the order entry process and coordinate deliveries with the customers including returns and warranties
  • Act as first responder for customer call-in requests regarding products or services
  • Upon receipt of an approved submittal the Inside Salesperson is responsible for seeing the product is ordered on time and accurately.
  • Process and enter sales orders and quotations into CRM (Netsuite)
  • Utilize industry databases to research and find upcoming jobs to bid
  • Do preliminary take off on upcoming jobs
  • Maintain project schedules in quote/project management system ensuring timely project management including Submittals, Orders Entered, Customer Acknowledgements, Delivery Schedules, IOMs, Project Close Out
  • Develop “Installation Operations and Maintenance Manuals" to provide the customer with written documentation on how to operate and maintain equipment purchased
  • Work closely with manufacturers to resolve issues
  • Coordinate scheduling of equipment start-up and resolution of warranty-related issues
  • Remain knowledgeable on products and technologies which HTS represents

Benefits

  • 100% employee-owned through an Employee Stock Ownership Plan (ESOP)
  • 401(k) options for employee contributions
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