Lafayette-HVAC Inside/Outside Sales

Ability to read blueprints/schematics

Accurately interpret customer needs and work with the customer and outside sales team to offer appropriate solutions to satisfy requirements.

Answers customers’ questions about products, prices, availability,  and product uses.

Arrange and direct delivery of products

Assist with collection of monies owed from the customers

Attend industry trade shows and product training

Consult with clients after sales or contract signings to resolve problems and provide ongoing support

Contact regular and prospective customers to demonstrate products, explain product features, and solicit orders.

Ensure timely order processing and confirmation of orders

Enter orders into the Eclipse ordering system as needed

Estimate or quote prices, credit or contract terms, warranties, and delivery dates

Follow-up on estimates and bids submitted to customers

Handle incoming customer requests for quotes and product information (equipment specifications, applications, and accessories)

Identify prospective customers or develop territories using business directories, follow leads from existing clients, participate in organizations, and attend trade shows and conferences.

Manage assigned customer orders from origination to delivery

Monitor market conditions, product innovations, and competitors’ products, pricing, and sales.

Occasionally visit job sites to troubleshoot problems that can’t be resolved over the phone.

Participate in monthly sales meetings

Participate in organizations, trade shows, and conferences.

Position can require after-hours phone calls from customers and occasionally opening up the shop for customers.

Process warranty claims

Provide Branch Manager with reports or additional tasks as requested

Provide competitive analysis to outside sales resulting in dealer acquisition

Provide customers with product brochures or catalogs

Provide information on the full range of products and programs offered by the company to the customer

Provide post-sales follow-up as required

Provide technical support, including monitoring shipping, delivery, and return status, as required

Recommend products to customers based on customer’s needs and interests

Work with other departments to answer questions (i.e., factory, warranty, finance, etc.)

Perform other duties as requested

Ability to develop and maintain positive customer relations

Ability to learn Eclipse software

Ability to perform assignments with minimal supervision

Critical thinker-using logic and reasoning to identify alternative solutions

Mathematical reasoning- the ability to choose the right method or formulas to solve the problem

Must be able to determine and prioritize workload

Must be friendly, have a positive attitude, and provide excellent customer service both on the phone and in person

Must be very detail-oriented and focused for accuracy

Must have strong interpersonal communication skills

Must maintain a patient and professional attitude while managing a busy workload

HVAC knowledge systems, products, and markets

Requires maturity and experience to interface with all levels of management, personnel, and customers

Strong organizational skills required