Inside Sales Engineer - Level 1

Air Treatment Corporation•Fresno, CA

5d•Onsite

About The Position

Inside Sales Engineer I – Level I acts as a liaison between internal customers such as: Sales Engineers, ISE Managers, ISE peers, the service department, the Product Specialist group, the parts department and the accounting team. Constant communication is required to provide general information, service, maintenance, and repair updates related to the different stages of the product/project.

Requirements

Excellent verbal communication skills.
Excellent interpersonal and customer service skills.
Excellent organization skills and attention to detail.
Proficient in time management.
Demonstrated problem solving skills.
Proficient with Microsoft Office Suite (Outlook, Word, Excel), Internet Browser (Chrome), and related Microsoft CRM software.
Associate degree in business administration.
Vaid driver’s license and no major driving violations.

Nice To Haves

Prior experience in customer service highly preferred.
B.S. in Mechanical Engineering preferred.

Responsibilities

Review bid calendars from customers.
Interface with customers as necessary to collect relevant bid documents, plans, and specifications.
Use multiple factory software tools to create equipment selections, performance data and specifications.
Generate quote letters and price summaries based on customer requests and/or project plans and specifications.
Update and manage bid documents and quote requests in ATC CRM.
Create submittal documents for various products.
Work with sales engineers to gain approval for submittals.
Enter orders to factories.
Enter stock orders in ATC CRM.
Relay shipping information between factory and customer.
Interact with credit team and CRM coordinators as needed.
Track orders/shipments as necessary.
Coordinate equipment startup requirements with ATC Service department.
Assemble project closeout documents.
Process warranty claims with manufacturers.
Process and track RMAs with customers and manufacturers.
Update and manage orders in CRM.
Attend jobsite and/or customer visits to assist sales engineers.
Attend in-house factory training, ATC training, factory/webinar and online training.
Demonstrate knowledge of location for factory literature and technical resources.
Assist and direct customers with requests.