Customer Service Representative/Inside Sales Representative, Level 1

The CSR/Inside Sales Representative partners with region Territory Sales Managers to help drive territory coverage and maintain positive dealer relationships. Work as part of a team to notify Dealers of upcoming training, literature availability and ensuring they are happy with the products and services.

May include:

• Help the branch build its sales including the new business component by helping to maintain house accounts through active Dealer communication of new product launches, services, supplies, prices and new products sales and or discounts via outbound calls and in house counter discussions. Conduct outbound calls of existing and lost customer accounts.

• Maintain sales programs within assigned territory by keeping customers informed about available services, supplies, prices and new products.

• Provide excellent customer service via walk-ins, phone calls and e-mails.

• Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes and delivery dates - ensure accuracy of information being entered to guarantee correct item(s) are ordered.

• Recommend alternate products based on cost, availability or specifications as needed.

• Obtain and monitor scheduled shipment dates to ensure timely delivery and expedite as needed. Coordinate with manufacturing, sales, distribution and vendors regarding shipments.

• Generate new and repeat sales by providing product and technical information in a timely manner.

• Educate customers about product terminology, features and benefits in order to improve sales and customer satisfaction.

• Provide accurate information regarding availability of in-stock items. Conduct cycle counts as required. Replenish the show room stock as needed.

• Assist customers with warranties and returns.

• Collaborate with the Branch Manager to determine best methods to resolve problems to ensure customer satisfaction and adherence to the organization's policies. Coordinate problem resolution with appropriate departments.

• Daily processing of cash drawer, end of shift count of money. prepare deposit slip and place in safe.

• Periodically reach out to customers to determine satisfaction with the organization, products and services

• Monitor competitive activity and trends within territory.

• Maintain records and prepare reports on sales activities.

• Expand knowledge of HVAC products and keep current with latest trends within the industry

• Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible.

• Understand and follow work instructions, operating procedures and company policies.

• May travel to customer location to follow-up, make presentations or perform demonstrations.

• Assist in warehouse as needed, including inventory counts and movement of product including operating a forklift.

• Perform additional tasks as assigned.

Knowledge & Skills:

• Knowledge of HVAC equipment / products is preferred

• General Microsoft Office skills (Outlook, Excel, Word) as well as working knowledge of data base applications

• Effective and high quality Customer Service/Relationship management skills via walk-ins, phone, & email; develop rapport and establish positive relationships

• Positive, professional attitude, handling difficult customers with ability to diffuse negative situations

• Professionalism - patience, poise and tact and ability to deal with high volume customer traffic

• Effective verbal and written communication skills and listening skills - must be able to explain fairly technical parts information clearly and effectively and timely communicate with customers and accurately process orders

• Effective organizational skills and time management skills including ability to prioritize and multi-task

• High level of attention to detail and accuracy

• Ability to establish positive working relationships with internal and external customers and employees

• Ability to use good judgement and strong work ethics and integrity on the job

• Ability to assist in the warehouse and operate a forklift as needed while doing so in a safe and efficient manner

• Ability to understand and follow procedures, work instructions and company policies

Experience:

• 1 - 3 years of progressive sales experience.

Education:

• High School diploma or GED equivalent, some college preferred

Physical Requirements/Work Environment:

• Must be able to perform essential responsibilities with or without reasonable accommodations.

Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.

The Company provides equal employment opportunity to all employees and applicants regardless of a person's race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.