Site Materials Specialist
About The Position
The Site Materials Specialist supports profitable sales growth and delivers a high level of customer satisfaction by managing customer needs throughout the sales and order-fulfillment process. The role combines inside sales, customer service, and order-management responsibilities. It serves as a key customer contact and works with Outside Sales, Purchasing, Accounting, Warehouse Operations, vendors, and other internal resources to provide accurate information, coordinate orders, resolve issues, and identify opportunities to grow customer relationships. The successful candidate balances proactive sales activity with responsive customer support, accurate transaction processing, profitable quoting, and consistent follow-through. The position takes ownership of customer requests and coordinates internal support through resolution. It reports to the Branch Manager.
Requirements
- Strong customer service, communication, and relationship-building skills.
- Ability to organize work, manage multiple priorities, meet deadlines, and maintain attention to detail.
- Strong problem-solving, critical-thinking, and follow-through skills.
- Ability to work independently and collaboratively as part of a cross-functional team.
- Ability to communicate product information and customer solutions clearly and professionally.
- Computer proficiency and ability to learn company business systems and Microsoft Office applications, including Excel.
Nice To Haves
- Experience in inside sales, customer service, counter sales, or order management.
- Experience in electrical distribution, industrial supply, safety, automation, or a related distribution environment.
- Five years of electrical-industry experience is considered a plus.
Responsibilities
- Respond to customer inquiries with product information, recommendations, and support.
- Prepare timely, accurate, and profitable quotations; maintain quotes in the company business system; and communicate pricing, availability, lead times, and logistics information.
- Manage customer returns and coordinate review and resolution of damaged, defective, incorrect, or disputed products.
- Support orders through order entry, proactive follow-up, cross-selling, item substitution, and coordination of customer requirements.
- Communicate professionally about order status, backorders, delays, availability, substitutions, deliveries, and related issues.
- Work with team members to identify target customers, strengthen relationships, and develop sales opportunities.
- Identify opportunities to increase sales of supported products and services and contribute to branch and company sales objectives.
- Coordinate with vendors on product questions, including availability and pricing.
- Maintain profitable margins and follow established pricing and approval practices.
- Support sales strategies, marketing initiatives, and promotional programs established by management.
- Participate in product and sales training to maintain knowledge of products sold by Agilix.
- Process or coordinate billing adjustments, credit invoices, customer claims, and related documentation in accordance with company procedures and approval requirements.
- Work with Accounting, Purchasing, vendors, and Sales to research and resolve payment discrepancies, billing questions, and account-related disputes.
- Monitor open orders and follow up with customers, vendors, and internal departments on outstanding items and potential delays.
- Coordinate with Warehouse Operations and Logistics regarding order preparation, shipment, delivery timing, and fulfillment discrepancies.
- Collaborate with Agilix team members and communicate across departments to support timely decisions, accurate order processing, and a positive customer experience.
- Perform other related duties as assigned by management.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Health Savings Account, with employer contributions for the first year only
- 401(k) with company match contributions and a discretionary annual profit-sharing plan
- Company-sponsored life insurance
- Company-sponsored short-term disability
- Company-sponsored long-term disability
- Employee Assistance Program
- Voluntary legal services
- Voluntary critical illness coverage
- Voluntary life insurance
- Dependent care/FSA
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
