Sales and Estimating

Omega Morgan, Inc.•Anaheim, CA
•$70,000 - $80,000

About The Position

The Salesperson prospects and sells Walker Brothers’ engineered moving solution services to business and industrial establishments or individuals, in person and by telephone. The position is safety sensitive. It focuses on building customer relationships, identifying and qualifying sales opportunities, and coordinating job walks and customer bids or estimates to price projects accurately. The Salesperson records customer interactions in the company CRM, completes required reporting, and works with the operations team to transition sold work to execution. This position description outlines primary duties and qualifications but does not limit the employee or organization to the work identified; employees may be asked to assist wherever and whenever necessary.

Requirements

  • At least 3 years of experience and understanding of the heavy rigging and transportation sector.
  • Experience with Customer Resource Management (CRM) software.
  • Excellent communication skills, including presentation, persuasion, and negotiation skills, and the ability to communicate effectively and remain calm and courteous under pressure.

Nice To Haves

  • Five or more years of industrial sales experience is considered an asset and preferred.
  • Project Management experience preferred.

Responsibilities

  • Build and maintain customer relationships to maximize sales of engineered moving solution services.
  • Manage customer interactions and time effectively, including prospecting, qualifying leads, cold calling, and making customer calls.
  • Follow up on leads to build a customer base that generates recurring business.
  • Use relationships and networking to create sales opportunities.
  • Develop long-term customer relationships.
  • Coordinate job walks and assist with customer bids and estimates to price projects accurately.
  • Document customer interactions accurately in the company CRM.
  • Communicate effectively with customers using presentation, persuasion, and negotiation skills, while remaining calm and courteous under pressure.
  • Complete company-required reporting in a timely manner.
  • Work closely with the operations team to facilitate the transition from sales to execution.
  • Attend sales meetings and participate in team building.
  • Use job-appropriate personal protective equipment.
  • Maintain punctual, regular, and predictable attendance.
  • Collaborate in a team environment with a spirit of cooperation.
  • Respectfully take direction from the supervisor.
  • Perform other duties as assigned.
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