Sales Support Specialist
About The Position
This role is responsible for partnering with outside sales to create cost effective proposals for repair work. In addition, this role maintains strong working relationships with outside vendors to ensure customer needs are met. Partners with outside sales to meet customers’ timely needs for quotes and submissions to operations. Seeks to understand the customer’s unique business needs to create competitive, accurate and timely estimates and proposals. Ensures the proposal encompasses the customer’s scope of service and seeks internal technical advice as necessary. Maintains current work requests submitted by technicians, typically in an Excel spreadsheet. Utilizes and maintains quoted work database and ensures integrity through accurate file management. Ensures information is loaded to SharePoint site for viewing and collaboration with other team members. Ensures the Extra Work Authorization (EWA) is assigned to the correct Account Manager; gathers information needed to develop quotes, including vendor costs; obtains internal approvals and sends quote to customer. Upon customer approval, assists the Account Managers with job set-up process, including sending information to dispatchers. Provides other administrative support to assigned Account Manager and Sales Support team as appropriate.
Requirements
- High School or GED required
- 2-4 years’ related experience, which may include commercial HVAC, estimating or parts/counter sales
- Proficient in Microsoft Office Excel, Outlook, Word and PDF
- Strong data entry skills with a focus on accuracy
- Excellent attention to detail and organizational skills
- Strong verbal and written communication skills
- Excellent customer service skills
- Strong prioritization and multi-tasking skills
Responsibilities
- Partner with outside sales to create cost effective proposals for repair work.
- Maintain strong working relationships with outside vendors to ensure customer needs are met.
- Meet customers’ timely needs for quotes and submissions to operations.
- Create competitive, accurate and timely estimates and proposals by understanding the customer’s unique business needs.
- Ensure proposals encompass the customer’s scope of service and seek internal technical advice as necessary.
- Maintain current work requests submitted by technicians, typically in an Excel spreadsheet.
- Utilize and maintain quoted work database and ensure integrity through accurate file management.
- Load information to SharePoint site for viewing and collaboration with other team members.
- Ensure the Extra Work Authorization (EWA) is assigned to the correct Account Manager.
- Gather information needed to develop quotes, including vendor costs.
- Obtain internal approvals and send quote to customer.
- Assist Account Managers with job set-up process upon customer approval, including sending information to dispatchers.
- Provide other administrative support to assigned Account Manager and Sales Support team as appropriate.
Benefits
- 401(k) plan with 50% company match (no cap) and immediate 100% vesting
- Medical, dental, and vision insurance (100% paid for employee)
- Annual bonus program based upon performance, achievement, and company profitability
- Term life, AD&D insurance, and voluntary life insurance
- Disability income protection insurance
- Pre-tax flexible spending plans (health and dependent care)
- Paid parental leave
- Paid holidays, vacation, and personal time
- Training/professional development opportunities and company-paid memberships for professional associations and licenses
- Wellness benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
