Overview

Sales Administrator

Reports to: VP of Sales

FLSA Status: Exempt

The Company

Air Equipment Company is the largest independent HVAC Equipment and Solutions provider in Kentucky. Our company has grown to three offices and over 40 employees throughout Kentucky, with headquarters in Louisville. We represent over 50 manufacturers, offering innovative systems with a flexibility of equipment and solutions to best match each application. We work with industry professionals and end users from the conceptual stage of projects to provide energy efficient, value‐added solutions to their complex problems.

Air Equipment Company will redefine industry standards to become the unequivocal leader in all markets we serve, to achieve an unparalleled market share. We will get there through our unwavering commitment to innovation, education, customer satisfaction, and operational excellence. We are not merely seeking success; we are on a relentless pursuit to set new benchmarks, disrupt the status quo, and consistently exceed expectations. Our dedicated team of passionate professionals is the driving force behind our journey to claim the top spot, fueled by a shared vision of becoming the go-to provider in our business.

The Opportunity

We are a rapidly growing manufacturer’s rep firm based in Kentucky that represents commercial & industrial HVAC products. The primary objective of this position is to serve as critical support to the Application Engineering Team and the Sales Team, with a focus on operational efficiencies and process synergies to ensure consistency within company processes and brands AEC represents. The Sales Teams, consisting of a Commercial Equipment Sales, Industrial Equipment Sales, Aftermarket Sales, Applications Engineering, and Marketing teams, all work together on strategy, design, proposal generation, and job costing. The successful candidate will demonstrate abilities and experience with collaborative team-based customer service and team-based processing of technical information. 

Responsibilities

Description of Principle Duties:  

• Meet or exceed individual objectives as set by Sales Team Leader
• Be an active participant in the Entrepreneurial Operating System (EOS)

• Department level L10 Meetings
• Work with Team Leader to create quarterly Rocks with Milestones
• Meet or exceed individual metrics as set by Sales Team Leader

• SalesForce administrative duties as required, including but not limited to:

• Opportunity creation 
• Order creation 
• Data field cleanup 

• New Opportunity Plan / Specification breakouts in SharePoint based on equipment sections

• Review online plan rooms for new projects and download required construction documents Manage AEC and JCI Salesforce for all opportunities and orders 

• Responsible for populating fields in SF needed to manage Pipeline 
• Work with Sales and Operations Team to complete SF fields needed to manage Backlog 

• SharePoint File Management of Opportunities and Orders 
• Quote generation for equipment, parts and service sales for certain applications (assistance from Application Engineers and Outside Sales personnel as needed) 
• Order Entry for specified manufacturers
• Project Management of designated Industrial Equipment orders 
• Warranty Documentation Entry for specified manufacturers
• Preparation of required IOMs for customers
• Shipping & Receiving of small equipment or parts from offices
• Assist Office Admin team and parts team as needed

Qualifications

Education, Experience and Qualifications:  

• Associates Degree or minimum 3 years’ experience as an Application Engineer or Inside Salesperson preferred.
• Sales Adminstrative/Data Entry experience required. 
• Education and experience with the construction and engineering industry preferred. 

 Knowledge/Skill Set:

• Effective interpersonal and customer service skills
• Strong written, verbal and presentational communication skills
• Must have the ability to switch quickly between tasks based on priority and timeline
• Works well within a team dynamic to ensure timely execution of tasks
• High computer proficiency (comfort with word, excel and using an internet browser)
• Experience with SalesForce Microsoft Dynamics, or other CRM systems.
• Critical thinking ability, willingness to learn

Other Skills & Abilities:

Language SkillsAbility to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical SkillsAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.Reasoning AbilityAbility to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Air Equipment Company is an Equal Opportunity Employer