CSR INSIDE SALES 1

Qualified Applicants must be legally authorized for employment in the United States and will not require employer-sponsored work authorization now or in the future.

About the Role

The CSR/Inside Sales Representative partners with regional Territory Sales Managers to drive territory coverage and maintain positive dealer relationships. This role involves working as part of a team to ensure dealers are aware of upcoming training, literature availability, and are satisfied with products and services.

Responsibilities

• Help the branch build sales, including new business, by maintaining house accounts through active dealer communication about new product launches, services, supplies, prices, and promotions via outbound calls and in-house counter discussions.
• Conduct outbound calls to existing and lost customer accounts.
• Maintain sales programs within assigned territory by keeping customers informed about available services, supplies, prices, and new products.
• Provide excellent customer service via walk-ins, phone calls, and emails, including product/order information, sales, warranties, and returns.
• Execute all aspects of the sales function: order processing, purchase orders, payment processing, quotes, and delivery dates, ensuring accuracy of information.
• Recommend alternate products based on cost, availability, or specifications as needed.
• Obtain and monitor scheduled shipment dates to ensure timely delivery and expedite as needed; coordinate with manufacturing, sales, distribution, and vendors regarding shipments.
• Generate new and repeat sales by providing product and technical information in a timely manner.
• Educate customers about product terminology, features, and benefits to improve sales and customer satisfaction.
• Provide accurate information regarding availability of in-stock items; conduct cycle counts and replenish showroom stock as needed.
• Collaborate with the Branch Manager to resolve problems, ensuring customer satisfaction and adherence to organizational policies; coordinate problem resolution with appropriate departments.
• Process daily cash drawer, perform end-of-shift counts, prepare deposit slips, and secure funds.
• Maintain records and prepare reports on sales activities.
• Periodically reach out to customers to gauge satisfaction with the organization, products, and services.
• Monitor competitive activity and trends within the territory.
• Expand knowledge of HVAC products and stay current with industry trends.
• Work positively with all levels of management and peers to ensure effective teamwork and high service levels.
• Understand and follow work instructions, operating procedures, and company policies.
• Assist in the warehouse as needed, including inventory counts, product movement, and operating a forklift.
• Perform additional tasks as assigned.

Requirements

• 1–3 years of progressive sales experience.
• 2+ years of customer service experience.
• High School diploma or GED equivalent; some college preferred.

Skills

• Knowledge of HVAC equipment/products is preferred.
• Proficiency in Microsoft Office (Outlook, Excel, Word) and database applications.
• Effective and high-quality customer service/relationship management skills via walk-ins, phone, and email.
• Positive, professional attitude with the ability to handle difficult customers and diffuse negative situations.
• Strong rapport-building and effective listening skills.
• Professionalism, patience, poise, and tact, especially in high-volume customer traffic.
• Effective verbal and written communication skills, including the ability to explain technical parts information clearly.
• Strong organizational and time management skills, including the ability to prioritize and multitask.
• High attention to detail, accuracy, and compliance orientation.
• Ability to establish positive working relationships with internal and external customers and employees.
• Good judgment, strong work ethic, integrity, and results-driven mindset.
• Ability to assist in the warehouse and operate a forklift safely and efficiently.
• Ability to understand and follow procedures, work instructions, and company policies.

Pay

$18.00 - $23.00 per hour.