Associate Sales Engineer

About the role

The Associate Sales Engineer – New Equipment will work closely with the R.F. MacDonald Co. New Equipment Sales teams, inclusive of vendors and customers. The successful candidate must be organized and work proactively within the Sales process and operations of RFM.

Responsibilities

• Making equipment selections based on customer needs
• Developing quotations and project specifications and submittals
• Working with and developing 2D and/or 3D drawings
• Reading construction plans and doing takeoffs
• CRM data entry
• Proficiency with Cleaver-Brooks Powerup and Configurator, Taco’s BuyTaco and Project Builder, and similar systems and quoting procedures for R.F. MacDonald vendors.
• Responding to customer and prospect inquiries with assistance and oversight of outside sales engineer.
• Aiding the sales team in following up on sales opportunities.
• Maintaining project status and equipment ship dates to ensure excellent customer service and customer experience.
• Participating in ride-along's, job walks, lunch & learn presentations, and customer meetings/visits with sales team.
• Following up with clients upon job completion to provide start-up reports, IOM’s and close-out packages.
• Assisting with job/tradeshow setup as needed.
• Managing sales tracking tools and sales data for the team, as well as analyzing sales trends.
• Aiding in the preparation and organizing of promotional material or events.
• Helping the sales team develop leads by contacting potential clients via phone or email to generate interest in the company’s products or services.
• Routing qualified opportunities to the appropriate sales executives for further development and closure.
• Supporting the sales team with their efforts by providing customer support, answering questions about products or services, pricing, order status, delivery options, return policies, etc.
• Coordinating with other departments such as accounting or shipping to ensure that customer orders are processed quickly and accurately.
• Working in teams to accomplish a common goal.
• Excellent communication skills both verbal and written.
• Strong people and customer service skills in a professional setting.
• Strong Microsoft skills and knowledge including Manufacturer sizing programs and AutoCad.
• Ability to work independently and efficiently and perform with minimal supervision.
• Ability to apply knowledge to customer’s current and future needs.
• Ability to multi-task.
• Ability to produce detailed but concise quotations pertaining to customer requirements.
• A valid driver's license is required. Must be insurable with no major infractions.

Requirements

• Inside sales support with mechanical piping and/or electrical experience.
• Some experience in administrative support positions.
• Proficient in Microsoft Office Software (Excel, Word, PowerPoint) and accounting or sales software systems.
• Good computer and software systems skills and experience.
• Ability to enter data in multiple system platforms and pull reports (w/ use of queries, datamining, etc.).
• Ability to perform diversified business functions and working knowledge of administrative and sales procedures.
• Well organized and responsible; ability to switch between duties efficiently.
• Communicate proficiently in English, with good verbal and communication skills; communicate well with internal staff & management, as well as externally with customers.
• Excellent verbal and written communication skills.
• Must be able to work in a team environment.
• Must be able to multitask within daily work projects and scopes.
• Able to meet deadlines and/or targets.
• Able to handle pressure and work under stress.
• Able to be self-motivated and driven.
• Professional appearance and demeanor.
• Excellent attendance and promptness a must.

Qualifications

• B.S. in Mechanical Engineering.
• Two years related experience preferred.
• Inside sales experience in industrial or commercial fields preferred.