Inside Application Specialist - Lead

Inside Sales Lead

Mission of the Role

Leads inside sales and customer care team within a branch office. Communicates with customers to process orders, manage projects, and be a strong technical resource. Teams with the Branch Manager and outside sales to grow market share for the branch office. The branch office is located in Plano, TX.

Education/Experience

Associates degree from accredited college or technical school and/or one to three years experience in Customer Service or related field is desired. Education and/or experience requirements may be waived at management discretion.

Key Inside Sales Lead Accountabilities

• Directs and coordinates activities and training of local inside sales/customer service representatives.
• Ensures quality objectives are met using measurements and corrective actions where necessary.
• Gives quarterly employee reviews.
• Maintains close relationships between sales departments.
• Maximizes local profitability by utilizing strategic pricing initiatives and project leadership.
• Communicates with customers via phone, faxes or email to process orders, returns and handle general questions and complaints.
• Estimates date of delivery to customer based on knowledge of vendors’ production and delivery schedules.
• Research and find solutions to customer problems.
• Prepares quotations and coordinates the details for the sales teams.
• Prepares all information on new customer for input into customer database.
• Develops and maintains relationships with suppliers as necessary.
• Solicits sale of new products and services.
• Schedules appointments for outside sales staff.
• Receives inbound calls and converts into additional opportunities.
• Serves as a supplier delegate.
• Tracks stock levels of customer specific inventory.
• Attends and participates in weekly team funnel meetings.
• Other miscellaneous duties as assigned by supervisor.
• Follows all quality processes and procedures as established by Hartfiel Automation.
• Operates within the intended framework of Hartfiel Automation’s mission, values, and vision statements.