Job Description
Department: Inside Sales
Summary
Efficiently develop proposals and quotes for an assigned territory, primarily for end-users and reps that sell to end-
users. Provide customer service as required during proposals and quotes and post-order support phases. Work
proactively within a defined sales team structure to service customers. Own primary customer relationship (in
conjunction with overall sales team) to facilitate long-term customer retention and satisfaction.
Able to work proactively in a fast-paced environment with a high-volume of customer interaction regarding technical
products and applications. Manage timely and accurate information flow while demonstrating proper judgment in
unstructured decision-making situations (including terms and conditions, pricing, discounting, credits, and warranty
claims administration).
Must gain and demonstrate thorough understanding of product technical features and integration with application
environments. Must be able to read and interpret mechanical drawings and technical specifications.
Present a professional demeanor in all customer contacts, including conflict resolution and related critical customer
satisfaction situations. Possess effective business writing, reading, and verbal communication skills in self-prioritized,
multi-tasking situations.
Job Duties & Responsibilities
Proposals and Quotes – 65% of Time
- Receive and respond to informal phone, email, web-based inquires for basic technical data, price, delivery, or
applications information (including current users references) from end-users and reps.
- Evaluate customer application information and recommend equipment in alignment with customer-defined
performance, delivery, and price parameters (using sales team members, as needed.)
- Develop pricing and discounting strategy based on knowledge of competitive offerings and defined
guidelines.
- Possess basic understanding of manufactures terms and conditions to assess significance or customer-
requested variances.
- Determine proposal type and transmission mode for formal proposals requests.
- Prepare written proposal documents.
- Assure delivery of proposal to customer and execute follow-up contact.
- Support new business development activities and follow-up on sales leads, as required by marketing and
sales functions.
- Owns the proposal and quote phase for standard orders (all) and for selected managed orders (end-user or
rep based.)
