What are the responsibilities and job description for the Counter Sales Associate - HVAC position at Crescent Parts & Equipment?
Job Summary
Counter Sales Associates play a crucial role in building, maintaining, and growing customer relationships, enhancing the customer experience, and promoting the success of the branch and company. They represent a premier HVAC and Refrigeration wholesaler and provide our clients with excellent customer service, sales, and product knowledge.
Responsibilities
- Sales & Customer Service
- Greet and assist customers at the counter, over the phone, and online
- Provide product recommendations based on customer needs
- Assist Territory Managers when applicable
- Order Entry & Customer Quotes
- Input and verify customer orders, account details, and product information
- Place, schedule, and ensure timely product delivery
- Conduct payment transactions and account reconciliations for customer orders
- Inventory & Cycle Counting
- Maintain accurate inventory and proper bin locations on all stocked items
- Collaborate with the Supply Chain Team to manage stock levels, non-stock inventory, and unavailable inventory.
- Perform cycle counts and report discrepancies
- Shipping & Receiving
- Oversee/Conduct the shipping, receiving, and delivery of purchase orders, products, and warehouse transfers
- Load/unload trucks and make customer deliveries when necessary
- Branch Upkeep & Safety
- Ensure all areas of the branch/store are kept clean, orderly, and safe
- Keep all catalogs, books, product literature, and store displays orderly and up to date
Experience & Qualifications
- Relevant professional or technical experience - i.e. wholesale, retail, or business-to-business customer service or sales experience, technical/HVAC knowledge
- Experience with purchasing (POS) and/or inventory software a plus
- Ability to successfully prioritize and conduct the various sales, customer service, order entry, inventory, delivery, and housekeeping tasks of the branch daily
- Basic computer skills - Outlook, Word, Excel
- Ability to listen and communicate by phone, in writing, and in person with customers in a professional manner
- Ability to understand and calculate numbers and figures related to branch/company sales, purchase orders, inventory, etc. (i.e. revenue, profits, discounts, percentages)
- Ability to operate or learn to operate a forklift and pass a forklift safety test
- Desire to work in a dynamic, fast-paced environment
Education
- High school diploma or GED required, additional certification or coursework from a college or technical school desirable
- HVAC industry training, certification, or college coursework/degree a plus
- Commit to continuous learning & development through several training channels
Physical Demands
- Work can involve lifting products weighing up to 50 pounds
- Warehouse locations may not have central air conditioning
- Work may involve standing and/or sitting for extended periods
Benefits
We also offer an exceptional benefits package to our people, including:
- Rich and affordable medical and dental plans
- HSA plan with employer contribution
- Free coverage for Vision Insurance
- Free Long-Term Disability, Life Insurance, Hospital Indemnity, Critical Illness, EAP, Identity Theft
- 401(k) with company match and profit sharing
- Tuition reimbursement
- PTO
- Paid Holidays
- Quarterly bonus for all employees based on company performance
- Wellness program
- And more!
Work Schedule/Shift: Standard Hours are M-F, 7:00 am-4:30 pm. Hours are determined by the branch manager and could be between 6:00 am and 5:00 pm and, potentially, Saturday morning.
Pay Status: Non-exempt