E-Sales Professional

Purpose:

The E-Sales Professional manages inbound and outbound equipment sales opportunities through digital, phone, email, chat, social media, and other communication channels. This position responds to customer inquiries, identifies equipment needs, presents options, prepares quotes, and supports trade evaluations, financing, transportation, and delivery. This role requires timely communication, consistent follow-up, accurate documentation, and strong product knowledge. The E-Sales Professional also coordinates with customers and dealership teams to provide a clear and consistent sales experience.

Responsibilities:

• Respond promptly and professionally to equipment leads and customer inquiries received through digital, phone, email, chat, social media, and other channels.
• Contact new leads within established company response-time expectations.
• Identify customer needs, including equipment application, budget, purchasing timeline, location, and trade-in requirements.
• Recommend equipment options based on customer needs and available inventory.
• Provide accurate information about equipment specifications, availability, condition, pricing, financing options, and estimated transportation costs.
• Prepare and present equipment quotes and supporting information.
• Follow up consistently with active prospects through the sales process and document the outcome of each opportunity.
• Conduct outbound prospecting to develop additional equipment sales opportunities.
• Build relationships with customers outside traditional dealership territory boundaries while following established customer ownership and Area of Responsibility guidelines.
• Enter and maintain accurate customer information, lead activity, quotes, follow-up notes, trade information, and sales opportunities in the company's CRM and quoting systems.
• Maintain accurate sales pipeline information, including customer status and expected closing dates.
• Gather complete information about trade-in equipment, including specifications, hours, condition, attachments, photographs, payoff information, and customer expectations.
• Coordinate with sales managers, territory sales representatives, dealership personnel, finance, transportation, and other appropriate teams throughout the sales process.
• Work with dealership locations to confirm equipment availability, condition, loading requirements, and delivery readiness.
• Assist customers with financing applications, required documentation, electronic signatures, payment arrangements, and other steps needed to complete a sale.
• Communicate clearly with customers about invoicing, transportation, loading charges, delivery timing, and equipment pickup.
• Promote available inventory and support the sale of aged or strategically important used equipment.
• Develop and maintain working knowledge of John Deere equipment, other agricultural and construction equipment, lawn and garden products, and competitive products represented in used inventory.
• Explain equipment features, applications, benefits, and differences in a clear and accurate manner.
• Participate in product training, sales meetings, coaching, and other professional development activities.
• Follow established sales processes, pricing guidelines, documentation requirements, and customer service procedures.
• Represent Heritage Tractor professionally and provide a consistent customer experience across communication channels.
• Perform other related duties consistent with the responsibilities of the position.