Supply Client Service Team Lead

Boland Trane Associates & Boland Trane Services•Largo, MD

3d•Onsite

About The Position

Boland is a leading HVAC and building systems provider serving the DC, Maryland, and Northern Virginia region. We deliver sustainable, energy-efficient solutions to commercial, industrial, and institutional clients. Boland has been named "Best Place to Work" by Washington Business Journal 19 times and is an industry leader in advanced HVAC technology with a strong culture of training, growth, and support. The Supply Client Service Team Lead is responsible for attaining assigned sales revenue targets, processing client orders, and responding to client inquiries, questions, and concerns regarding Boland Supply. This role also involves SalesPad documentation, review, and follow-up of open opportunities for themselves and the Client Service team.

Requirements

High School diploma or equivalent experience and education required.
4 Years of inside technical sales or related experience.
Experience with HVAC or related business.
Able to operate a forklift.
Proficient in Word and Excel.
Detail-oriented, organized, great communication and writing skills.
Problem solver, able to multitask, excellent interpersonal skills.
Regularly required to use hands to operate computer keyboard, phone, reach with hands and arms.
Frequently required to stand, walk, and sit.
Occasionally required to climb or balance, stoop, kneel, crouch, and crawl.
Specific vision abilities required by this job include close, distance, peripheral vision, depth perception, and ability to adjust focus.
Must regularly lift and/or move up to 25lbs, frequently lift and/or move up to 50lbs, and occasionally lift and/or move more than 100lbs.

Nice To Haves

Technical School or Associate's degree in Electronics or HVAC preferred.

Responsibilities

Answer client calls, identify parts, and provide reasonable technical support to clients in a prompt and professional manner.
Identify and process client orders for HVAC parts, equipment, and supplies via the internet, fax, phone, and over the counter.
Respond to client inquiries or questions regarding products or services.
Responsible for Salespad documentation, follow-up, and closure of open opportunities for themselves as well as Senior Client Service Representative and Client Service Representatives.
Quote follow up for their quotes, as well as the Senior Client Service and Representatives.
Develop or assist with the development of product promotions with the Store Manager.
Drive sales by actively making clients aware of product promotions as well as work with the Senior Client Service and Representatives.
Determine the best method to resolve minor problems to ensure client satisfaction and company adherence to policies.
Responsible for maintaining transactions via the cashbox/drawer, checks, and credit cards, as well as balancing at the end of the day.
Effectively review and communicate department reporting and results.
Responsible for warranty administration.
Maintain accurate inventory status by adhering to proper processes and procedures.
Prepare for and participate in physical inventory as scheduled.
May load and unload shipment of parts, supplies, and equipment.
Handle emergency phone and client service duties after hours as necessary.
Maintain training in order to keep up with new products and technology.
Flexibility to work overtime/weekends, as required.
Other duties as assigned.
Responsible for the training and mentorship of the Senior Client Service and Representatives.