Sales Application Specialist - Heating

Brady Services•Greensboro, NC

3d•Onsite

About The Position

Icon Boiler has brought together some of the best minds in boiler room operations, technology, engineering, installation, and customer service - and we're looking for more. What's it like to work here? Each day brings fresh challenges that call for both knowledge and imagination. You're surrounded by people who enjoy working as a team to solve problems. At the end of the day, you know you've helped people stay comfortable and productive. You've helped companies head off issues and operate more efficiently. Plus it's a good feeling knowing your talents are appreciated and rewarded. SUMMARY: The Sales Application Specialist assists with all aspects of Heating equipment projects including making equipment selections, pricing, discounts, order entry, and submittal processes as required, from beginning to end. Also assists Sales Engineers with the administration, implementation, and management of equipment projects.

Requirements

High school diploma or general education degree (GED); at least 2 years of experience in sales support or technical customer service and pricing and quoting.
Proficiency in Microsoft office programs is required, as well as a general familiarity with computers, and the ability to learn new software applications.
The associate must be able to type 45 wpm accurately.
Ability to read and write.
Required to effectively communicate with co-workers and customers.
Ability to understand and use technical information relating to products and systems.
Must possess basic math skills.
Ability to perform basic math operations using units of American money, weight measurement, volume and distance.
Ability to calculate figures involving discounts and percentages.
Ability to apply common sense understanding to carry out detailed and involved written or oral instructions.
Ability to deal with problems involving abstract and concrete variables in a wide variety of situations.
Ability to pass drug screening
Ability to prove US employment eligibility

Nice To Haves

Business sense, good judgment, self-motivation, desire to see others succeed, patience, ability to motivate others, and vision is desirable qualifications.

Responsibilities

Responsible for the selection and validation of the equipment to include selection of size, configuration, voltage, options, etc. of heating equipment by reviewing the plans, specifications, original estimate and proposal.
Validates project scope by reviewing transition documents, plans and specs, and validating quantities and configurations.
Responsible for order entry, preparation of equipment and vendor orders, tracking lead times, and estimated ship dates.
Supports sales and develops preliminary submittals and/or final submittals as required.
Verifies equipment pricing and revising coordination worksheet.
Validates outside equipment and service purchase prices.
Obtains discounts and enters discounts into CRM along with documenting work by maintaining files for each job.
Obtains and validates vendor submittals.
Generates and distributes final submittal.
Responsible for timely completion of assigned projects and customer satisfaction.
Plans and analyzes assigned projects involving complex equipment applications.
Compares estimated ship dates with contractors project schedule when necessary to ensure project execution is on schedule
Assists with entering equipment orders and issuing purchase orders for vendor orders
Maintains customer satisfaction by investigating concerns, implementing corrective action, and communicating with customers and assigned staff.
Processes orders and change orders
Handles requests for quotes, I O & Ms, wiring diagrams, parts lists, extra submittal copies, etc.
Assists customers by coordinating interface with parts, service, and controls to solve customer problems and schedule service work
Handles preparation for startups
Processes warranty claims
Provides weekly updates in regularly scheduled bid meeting to all sales engineers
Flexibility to work overtime/weekends as required
Demonstrate and promote a spirit of cooperation and teamwork throughout the Company
Continually look for ways to improve our processes and ability to serve our customers effectively
Improve personal performance on a continual basis
Provide responsive, professional and diplomatic customer service
Answer customer calls and correspondence quickly and pleasantly
Communicate with customers in a friendly, professional, and patient manner
Perform all duties with the goal of building and maintaining long-term customer relationships
Immediately address any customers concern and requests the involvement of other Company personnel as required
Follow all company safety programs and report any non-compliance to your Team Leader
Notify Manager or Safety Manager of any unsafe conditions