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DriSteem

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Inside Sales Representative I

Discussion

Overview

Under the direction of the Inside Sales Manager, and in accordance with company policies and procedures, the Inside Sales Representative I supports their assigned Independent Sales Representatives, Regional Sales Managers, and other assigned accounts with day-to-day activities. Provides product application expertise and is an integral part of all sales processes. Represents the Company at any outside events as well as DriSteem sponsored activities. Performs assigned functions in a timely and accurate manner consistent with established procedures.

Responsibilities

Manufacturer’s Representative Focus

  • Supports DriSteem’s sales efforts by being the primary day-to-day independent sales representative contact for manufacturer’s representatives:
    • Provides product information, application, sizing
    • Assists when needed with pricing, written quotations, submittals
    • Is extremely knowledgeable with DriCalc selection software
    • Builds quality, long lasting relationships with representative personnel
    • Utilizes other departments and coworkers as needed to meet customer’s needs
    • Performs as secondary contact person for assigned sales representative/OEM accounts when Regional Sales Managers are unavailable.
  • Capable of coordinating and negotiation of projects, with the representative/OEM accounts, that will contribute to the growth and profitability of the company.
  • Identifies customer needs and provides knowledgeable assistance to help customer select correct products to serve their needs.
  • Confirms verbal quotations in writing and responds to quotation requests.
  • Attend Manufacturer’s Representative training sessions and outside-of-work functions as required as an ambassador of DriSteem.

DriSteem Focus

  • With a solid background of DriSteem equipment, you maintain knowledge of products, systems, and services in order to help sell appropriate equipment at a proper margin.
  • Good understanding of a consultative selling approach with the representative/OEM accounts that will contribute to the growth and profitability of the company.
  • Reviews customer purchase orders prior to order entry for accuracy with emphasis on the following: specification credits, pricing, (DMF’s) discount multiplier forms, change orders, wiring diagrams, (ETO’s) Engineered to Order forms.
  • Keeps Sales Manager informed of important developments, potential problems and related information necessary for effective management. Coordinates/communicates Inside Sales plans and activities with other personnel, where appropriate, to ensure a coordinated work effort and “team approach”.
  • Collaborative, communicative and visible member of the inside sales team who works well with others.
  • Work as and internal partner with marketing and engineering to be their “eyes” in the marketplace providing product and competitive feedback.
  • Seeks and recommends ways to improve sales methods and procedures and to increase overall efficiency.
  • Make recommendations, which will improve existing, company products or which will lead toward the development of new/improved products.

General Responsibilities

  • Makes and receives telephone calls and quotes accurate prices to all customers in a timely, accurate and professional manner.
  • Desire to learn and grow.
  • Maintain positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, vendors, co-workers and management. Maliciously motivated criticism, bullying or harassment will not be tolerated.
  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
  • Enters unit and parts orders into Syteline in a backup role only.
  • Travels as required to assist Regional Sales Managers, Representatives, and the Company as required, typically less than 5%.
  • Support continual compliance with ISO 9001 standards and procedures.
  • Comply with any/all company safety and health rules and policies and promotes safe work practices. Report any safety concerns to a supervisor/manager.
  • Perform related work as apparent or assigned.

Qualifications

  • Preferred Associate Degree in Business Management, Engineering, or related field.
  • Two plus years of related sales experience, preferably in HVAC products, at a previous employer or within DriSteem.
  • Ability to communicate effectively, both verbally and in writing, with a wide variety of customers, company personnel and others.
  • Superior knowledge of the DriSteem products and respective Markets.
  • Experience in Syteline/Infor ERP desired.
  • Intermediate level of experience with Windows, Word, Excel, and Outlook software.
  • Ability to operate various office equipment to include: computer, keyboard, printer and the related financial software, calculator, telephone, photocopier, fax, etc.

Key Qualities & Skills

  • Driven and self-motivated with a strong, outgoing personality.
  • Superior verbal and written communication skills that completely and concisely answer the question at hand as well as educate the customer.
  • Good understanding of Psychrometrics, HVAC system layout, pumps, fans, steam principles. Reads plans and specifications and recommends the proper humidification system solution.
  • Strong analytical, problem solving and organizational skills.
  • Good technical aptitude.
  • Must be detailed oriented to ensure systematic procedures are followed for consistency purposes.
  • Must project an aggressive, professional sales attitude.
  • Mindset towards automation and streamlining processes.
  • Does all of the above with a high energy level and with a positive attitude.

Skills

See also

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