CSR INSIDE SALES 1

Responsibilities

• Help the branch build its sales including the new business component by helping to maintain house accounts through active Dealer communication of new product launches, services, supplies, prices, and new products sales and or discounts via outbound calls and in house counter discussions.
• Congduct outbound calls for 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 e-mails.
• Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes and delivery dates - ensure accuracy of information being entered to guarantee correct item(s) are ordered.
• 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 in order to improve sales and customer satisfaction.
• Provide accurate information regarding availability of in-stock items.
• Conduct cycle counts as required. Replenish the showroom stock as needed.
• Assist customers with warranties and returns.
• Collaborate with the Branch Manager to determine the best methods to resolve problems to ensure customer satisfaction and adherence to the organization’s policies. Coordinate problem resolution with appropriate departments.
• Daily processing of cash drawer, end of shift count of money. Prepare deposit slip and place in safe.
• Periodically reach out to customers to determine satisfaction with the organization, products, and services.
• Monitor competitive activity and trends within territory.
• Maintain records and prepare reports on sales activities.
• Expand knowledge of HVAC products and keep current with latest trends within the industry.
• Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible.
• Understand and follow work instructions, operating procedures, and company policies.
• May travel to customer location to follow-up, make presentations or perform demonstrations.
• Aid in the warehouse as needed, including inventory counts and movement of product including operating a forklift.

Qualifications

• 1 plus years of progressive sales and customer service experience
• 1 plus years in the HVAC industry
• High School diploma or GED equivalent, some college preferred
• HVAC certification preferred