Inside Sales Representative

Peterson Machinery Co. San Leandro , CA 94579

Posted 3 months ago


Customer First | Integrity | Excellence | Teamwork | Fun!

Peterson Power Systems has an immediate need for an experienced Inside Sales Representative at our San Leandro, CA location.

About Us:

At Peterson our Vision is to be our customers' first choice. We put our customers first and continually strengthen our partnerships through our employee's hard work, ingenuity and determination. Our 80 year history is a reflection of our collective efforts and focus.

We provide a family oriented environment that promotes safety, personal growth and professional achievement. Critical to our continued success is hiring and developing exceptional employees. We are deeply committed to providing an environment necessary to attract and retain engaged employees who will relentlessly strive to reach Peterson's strategic goals and vision. We have high standards for our employees, with good reason. They represent Peterson, our family, our brand, and our values to customers and our team members.

Why Peterson?

We have high expectations and so do you. You are exceptionally motivated, have outstanding skills, and are looking for more than just a job. We offer competitive wages, generous benefits, and promotional opportunities at a family owned and operated business that really cares about employees. If you want to work side-by-side with others who are passionate about customer service, consider joining our team. You can help us write more chapters in our success story as we move towards celebrating our 100 year anniversary.


The Inside Sales Representative position is responsible for providing sales coverage to support Peterson's Power Systems retail customers. Contact will be made through direct and indirect channels. The ISR is responsible for supporting customers directly and via supporting the outside sales team. The ISR is to work with Operations, Marketing, Office/Administration support, the sales team (management and sales reps) to grow existing customer accounts, facilitate lead generation, and qualify leads generated through the service team, telemarketing and other indirect channels. This is an entry level sales position with the intent of training and mentoring this position to advance to an outside sales role (potentially a Sales Rep).

  • Generate quotes for customers and Sales Reps.

  • Assists in marketing programs and Power Point development.

  • Assists in trade shows.

  • Assists in all area of Operations/Logistics.

  • Assists in billing/invoicing/filing, if required.

  • Assists in the renewal of MSA's, contracts, agreements, etc

  • Responds to the needs of walk-in customers.

  • Accountable for Customer Relationship Management ("CRM") input with retail customers within assigned territory.

  • Conducts proactive account management on assigned accounts by completing the customer profile function in Sales Link.

  • Assists in the collection of overdue accounts.

  • Gathers and updates customer equipment lists.

  • Uses Sales Link to document customer information, leads, activities and sales transactions.

  • Conducts research for Sales Reps and operations.

  • Contacts prospective customers to determine customer needs, present product information, and explain available services. Provides information brochures and other literature to inform customers and influence buying decisions.

  • Follows up on telemarketing leads.

  • Evaluates leads, effectively and efficiently, and determines whether to respond or pass the lead to sales resources management for assignment.

  • Stay current on Cat and competitive products in order to offer the best solutions based on customer interests and concerns.

  • Presents equipment and finance options and solutions, as needed.

  • Follows all sales processes and procedures.

  • Assist in outside sales calls and/or presentations.

  • Partners with management to ensure marketing campaigns are directed to the right opportunities for retail customers.

  • Assists with customer surveys as needed.

  • Works safely at all times, adheres to all applicable safety policies and complies with all company policies, procedures and standards.

  • Works within and promotes corporate vision, mission, and values of the organization.

  • Respectfully takes direction from manager.

  • Excellent work habits, attention to detail, attendance, punctuality, safety and cooperation are essential functions of this job.

  • Works collaboratively in a team environment with a spirit of cooperation.


A minimum of a High School diploma and at least five (5) years industry experience or equivalent combination of education and experience. Experience in the engine and power systems industry is preferred.

  • Ability to communicate in writing clearly and effectively; Read with comprehension the necessary related documentation such as interpret general business reports, technical information, sales and marketing data and governmental regulations pertaining to the industry.

  • Ability to write routine reports and correspondence.

  • Ability to speak effectively with customers or employees of organization.

  • Displays excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/ coworkers, including the ability to communicate effectively and remain calm and courteous under pressure.

  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

  • To perform this job successfully, an individual should have knowledge of Microsoft Office, and basic computer systems such as the internet and email.

  • Prior experience with Cat computer programs is a benefit but no required.

Peterson Power Systems is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.

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Inside Sales Representative

Peterson Machinery Co.