Inside Sales (Counter) - HVAC Wholesales

Counter Sales Associate

Why Work for Crescent?

Our strength comes from our people and the values we live by. We lead by example, creating a culture of trust and excellence. Through teamwork, we lift each other up. By pushing boundaries, we grow and innovate.  And most importantly, we have fun along the way! Many of our team members have been with us for decades—a true testament to the incredible workplace we’ve built together!

Job Summary

Counter Sales Associates play a crucial role in building, maintaining, and growing customer relationships, enhancing the customer experience, and promoting the success of the branch and company. They represent a premier HVAC and Refrigeration wholesaler and provide our clients with excellent customer service, sales, and product knowledge.

Responsibilities

• Sales & Customer Service
• Greet and assist customers at the counter, over the phone, and online
• Provide product recommendations based on customer needs
• Assist Territory Managers when applicable
• Order Entry & Customer Quotes
• Input and verify customer orders, account details, and product information
• Place, schedule, and ensure timely product delivery
• Conduct payment transactions and account reconciliations for customer orders

·         Inventory & Cycle Counting

• Maintain accurate inventory and proper bin locations on all stocked items
• Collaborate with the Supply Chain Team to manage stock levels, non-stock inventory, and unavailable inventory.
• Perform cycle counts and report discrepancies

·         Shipping & Receiving

• Oversee/Conduct the shipping, receiving, and delivery of purchase orders, products, and warehouse transfers
• Load/unload trucks and make customer deliveries when necessary
• Branch Upkeep & Safety
• Ensure all areas of the branch/store are kept clean, orderly, and safe
• Keep all catalogs, books, product literature, and store displays orderly and up to date

Experience & Qualifications

·         Relevant professional or technical experience - i.e. wholesale, retail, or business-to-business customer service or sales experience, technical/HVAC knowledge

·         Experience with purchasing (POS) and/or inventory software a plus

·         Ability to successfully prioritize and conduct the various sales, customer service, order entry, inventory, delivery, and housekeeping tasks of the branch daily

·         Basic computer skills - Outlook, Word, Excel

·         Ability to listen and communicate by phone, in writing, and in person with customers in a professional manner

·         Ability to understand and calculate numbers and figures related to branch/company sales, purchase orders, inventory, etc. (i.e. revenue, profits, discounts, percentages)

·         Ability to operate or learn to operate a forklift and pass a forklift safety test

·         Desire to work in a dynamic, fast-paced environment

Education

·         High school diploma or GED required, additional certification or coursework from a college or technical school desirable

·         HVAC industry training, certification, or college coursework/degree a plus

·         Commit to continuous learning & development through several training channels

Physical Demands

·         Work can involve lifting products weighing up to 50 pounds

·         Warehouse locations may not have central air conditioning

·         Work may involve standing and/or sitting for extended periods

Benefits

We also offer an exceptional benefits package to our people, including:

·         Rich and affordable medical and dental plans

·         HSA plan with employer contribution

·         Free coverage for Vision Insurance

·         Free Long-Term Disability, Life Insurance, Hospital Indemnity, Critical Illness, EAP, Identity Theft

·         401(k) with company match and profit sharing

·         Tuition reimbursement

·         PTO

·         Paid Holidays 

·         Quarterly bonus for all employees based on company performance

·         Wellness program

·         And more!

Work Schedule/Shift: Standard Hours are M-F, 7:00 am-4:30 pm. Hours are determined by the branch manager and could be between 6:00 am and 5:00 pm.

Pay Status: Non-exempt