Hybrid Sales & Assistant Branch Manager Job Description

Position Summary

The Hybrid Sales & Assistant Branch Manager role is a dynamic, dual-function position responsible for driving revenue growth while supporting branch operations and leadership. This role combines outside sales responsibilities—focused on developing new business and managing client relationships—with internal leadership duties that ensure operational excellence, workflow efficiency, and team performance.

The position plays a key role in expanding market presence, strengthening customer relationships, and supporting day-to-day branch execution. It is also designed as a developmental pathway for future Branch Managers through hands-on leadership and cross-functional exposure.

Key Responsibilities

Sales & Business Development (Outside Sales)

• Develop and execute strategic sales plans to achieve and exceed revenue targets
• Identify and prospect new business opportunities through networking, cold outreach, and industry engagement
• Conduct in-person client meetings to assess needs and present customized solutions
• Build, maintain, and expand long-term client relationships
• Negotiate pricing, contracts, and terms while maintaining profitability
• Manage sales pipeline and activity using CRM systems
• Monitor market trends, customer feedback, and competitor activity

Customer Engagement & Inside Sales Support

• Support inside sales and counter activity during high-volume periods
• Assist with quoting, pricing, and order processing
• Follow up on bids, open quotes, and key accounts
• Identify upselling and cross-selling opportunities
• Maintain strong product knowledge and substitution awareness
• Ensure high-quality, professional customer interactions

Operational Execution & Oversight

• Ensure adherence to company SOPs (EOM, Receiving, Shipping, Transfers, QC)
• Coordinate workflow between sales, warehouse, and operations teams
• Monitor order flow from quote to invoice completion
• Assist in resolving operational discrepancies and process gaps
• Support audits and operational readiness initiatives
• Reinforce dispatch, logistics, and delivery coordination

Shipping, Receiving & Inventory Awareness

• Support manifest, dispatch, and delivery operations
• Ensure receiving procedures and quality control standards are met
• Assist with resolving receiving discrepancies and inventory issues
• Promote proper inventory flow, stocking strategies, and warehouse organization
• Support cycle counts and inventory accuracy initiatives

Financial & Administrative Support

• Maintain awareness of gross profit margins and pricing discipline
• Review transactions for accuracy and abnormalities
• Support end-of-month processes and documentation accuracy
• Ensure CRM and ERP data integrity and system compliance

Leadership & Team Development

• Support daily team direction and prioritize workloads effectively
• Act as a leader in the absence of the Branch Manager
• Assist in onboarding, training, and development of team members
• Reinforce accountability, performance expectations, and company culture
• Contribute to staffing coordination and workflow balancing
• Demonstrate ownership mindset and decision-making capability

Performance Expectations

• Achievement of assigned sales targets and growth goals
• Strong customer satisfaction and retention
• Operational consistency and SOP adherence
• Improved inventory accuracy and workflow efficiency
• Reduced transaction errors and process discrepancies
• Continued development toward branch leadership readiness

Minimum Qualifications

• High school diploma or equivalent (Bachelor’s degree preferred)
• Proven experience in outside sales, inside sales, or customer-facing sales roles
• Valid driver’s license with willingness to travel as needed
• Strong communication, negotiation, and interpersonal skills
• Proficiency with CRM systems and Microsoft Office
• Working knowledge of ERP systems and operational workflows

Preferred Qualifications

• Experience in B2B or PVF industry sales
• Leadership or supervisory experience in a branch or operations environment
• Experience selling technical products or services
• Demonstrated success managing complex sales cycles
• Strong understanding of inventory, logistics, and warehouse operations
• Professional sales training or certifications

Core Competencies

• Sales acumen and revenue growth mindset
• Operational awareness and process discipline
• Leadership and accountability
• Customer relationship management
• Problem-solving and decision-making
• Cross-functional collaboration

Role Overview

This hybrid role is ideal for a high-performing sales professional who is ready to expand into leadership while maintaining direct impact on revenue. Success in this position requires balancing external business development with internal operational execution, making it a critical link between customers, sales growth, and branch performance.