Customer Solution Specialist
Schaedler Yesco Distribution · Mechanicsburg, PA · 3 wk ago
On-siteInformation TechnologyFull-time
About the role
Join the Schaedler Yesco Distribution Team! Why You’ll Love Schaedler Yesco Distribution: A family- and employee-owned company established in 1924, we provide comprehensive solutions in lighting, datacomm, automation, and industrial services across Pennsylvania, Ohio, and New York. We're committed to integrity, teamwork, and profitability.
Responsibilities
- Assume ownership of data sales efforts in assigned territory, including sales and gross profit performance.
- Support and guide Outside Sales, Inside Sales, and Industrial Automation staff to maximize effectiveness in growing the data business.
- Participate in vendor, sales, specialist, and marketing activities that support datacom growth and market development.
- Interact with sales management on key business issues, training needs, account coverage, and customer support as it relates to the data business.
- Maintain a personal presence at top data accounts and establish solid working relationships with purchasing, project estimators, project managers, engineers, vendors, and customers.
- Maintain records on sales activity, including quotations, customer contacts, and cancellation of outdated quotations, and monthly sales call activity and opportunity tracking in CRM.
- Find and communicate pull-through opportunities for other product lines at target accounts.
- Contribute when in SYD and vendor meetings, and set a proactive, positive example for the team to follow.
- Receive project assignments from the appropriate coordinator, sales team member, or customer.
- Review project documentation, drawings, specifications, and customer requirements for data-com-related opportunities.
- Identify applicable certifications, compliance requirements, and project standards.
- Assemble material takeoff / B.O.M. and formulate approximate project budget based on documentation and supplied quantities.
- Develop bid strategy and communicate with vendors, contractors, and outside sales personnel.
- Obtain project pricing from selected vendors and discuss project margins with the outside salesperson or sales manager.
- Transmit final bid documents to applicable contractors and internal sales personnel using company systems and formats.
- Receive project assignments from the coordinator, outside sales, or directly from the customer.
- Review project design requirements and determine materials and vendors needed to meet datacom system requirements.
- Assemble material takeoff / B.O.M. and support the development of project scope, design intent, and pricing strategy.
- Develop bid strategy and communicate with vendors, contractors, and sales personnel.
- Obtain project pricing from selected vendors and coordinate margin strategy with the outside salesperson.
- Transmit final design and bid documents to applicable contractors and internal sales personnel.
- Collect and communicate customer and salesperson feedback to vendors and adjust bid strategy as needed.
- Relay bid result information for internal reporting and follow up on awarded and non-awarded opportunities.
- Participate in bid follow-up discussions in coordination with outside sales.
- Solicit buy pricing from appropriate vendors to support project negotiations and help secure orders.
- Once an order is awarded, compile material price breakdowns, required submittals, and turnover documentation for project execution.
- Convert approved bids to sales orders and produce purchase orders to vendors as required.
- Respond to incoming customer phone and email requests for quotations, technical product support, and datacom system recommendations.
- Purchase material in company systems as required and track and expedite material to meet customer timelines.
- Maintain sales data by continually canceling outdated bids and providing price feedback.
- Participate in joint planning and sales calls with other SYD team members and manufacturer representatives.
- Support ongoing competency development, maintain confidentiality on sensitive issues, and support the SYD Way in daily activities.
Qualifications
- Knowledge of datacom, surveillance, fire alarm, access control, and related markets.
- Strong interpersonal and communication skills with the ability to learn, grow, and adapt to change.
- Experience with Microsoft Office and company sales, quoting, or project management systems preferred.
- Excellent customer service skills and a strong customer focus.
Skills
- Microsoft Office
- Company sales, quoting, or project management systems
Benefits
- Health Coverage: Choose from 2 PPO options for Medical, Dental, Vision, and RX—coverage kicks in just 60 days after the 1st of the month!
- 401K with company match.
- Flexible Spending Account (FSA) & Health Savings Account (HSA).
- Employee Stock Ownership Plan (ESOP): Become a stakeholder in our success!
- Quarterly bonuses.
- Company-paid disability and life insurance.
- Generous paid holidays and paid time off accruing.
- Opportunities for continuing education and professional development.
Pay
Competitive salary and benefits package.
Schedule
Daily travel is required for this position; however, overnight travel is subject to the specialist’s discretion.