Inside Sales Account Representative/Team Member

Inside Sales Account Representative/Team Member

Job Description:

As the account representative, your job is to plan, oversee and document all aspects of specific accounts. Account representative should have a solid background in business skills, organization, and time management.

Responsibilities

• Manage organization of all equipment sales orders and record information on order status reports.
• Review all order information and identify necessary corrections.
• Identifying, logging, and communicating most up to date product vendor shipping lead times.
• Keep track of offsite inventory and schedule deliveries as necessary.
• Keep up with ordering extended warranties and filing claims as necessary.
• Keep track of serial numbers assigned to buildings and ship to locations.
• Keep up with latest schedules and order dates and shift orders as needed.
• Establish and maintain relationships with customer, vendors, and freight companies.
• Follow up, communicate, and work closely with vendors and freight companies to finalize shipping dates and tracking information.
• Record order tracking information on company database.
• Resolve external customer’s shipment concerns, questions and issues as they arise.
• Coordinate with the Inside and Outside Sales departments on current status of equipment orders, shipment delays, and order corrections or deletions.
• Keep track of Sales overflow inventory as well as GPS inventory including pulling and shipping units and making units are invoiced.
• Provide Order Entry assistance to the Inside Sales department on an as needed basis.

Requirements

• Excellent client-facing and internal communication skills.
• Excellent written and verbal communication skills.
• Mandatory organizational skills including attention to detail and multi-tasking skills.
• Must be proactive and capable of working autonomously, taking ownership of tasks from start to finish.
• Good analytical skills to recognize and solve problems in a timely manner.
• Understand certain HVAC technical language and vernacular.

Benefits:

• • Full time position/40 hours guaranteed each week
  • Paid bi-weekly/overtime as needed
  • Performance based incentive plan
  • 1 to 3 weeks of vacation per year as tenure increases
  • Additional PTO - 4 hours each month after 90 days’ employment
  • ½ Health insurance paid (employee or family)
  • Health insurance plan (eligibility after 90 day probationary period) includes long term disability coverage (60% of salary after 90 days) and $20,000 term life insurance paid 100% by company
  • 401K after 1 year with matching up to 4% of salary
  • 401K plan includes an optional profit-sharing contribution that has historically been funded 100% since we have had the plan