Inside Sales Engineer

Company Description

TM Service is the Rocky Mountain region's leading provider of comprehensive boiler maintenance, repair, Your role:

You are responsible for providing mechanical engineering expertise to the sales process. You are instrumental in getting a sale across the finish line by handling more technical aspects of the process and creating/revising sales quotes and product submittals. You will represent the company with a professional demeaner and an engaging, positive attitude. Excellent customer service and the ability to work in a team are crucial to being successful in this position.

In this position, you will:

· Search bid sites for jobs that companies/contractors are bidding, identify potential opportunities, and make the case to go after a job.

o Pull prints

o Pull schedules

· Pull specifications for Boilers, stack , controls, pumps, DA’s, feedwater tanks, surge tanks, water softeners, water treatment, blowdown, heat recovery etc.

· Attend all sales meetings for project status

o CRM Champion (Netsuite)

o Maintain tasks for specific projects

o Identify tasks for sales people for project, keep current

· Be responsible for generating quotes and assisting in determining products to offer. Closely review project specifications and equipment schedules, provide comments and exceptions to specifications as required.

• Once order is received, create detailed submittal package, according to specifications, to send to client to get their sign-off.
• Sales/Training support CB “on the road” training
• Factory-Manufacturer training trips/educational.

· Once order is received, create detailed submittal package, according to specifications, to send to client to get their sign-off.

· Back-up the parts manager as needed with order processing, answering calls, and providing quotes.

o Back up to shipping and receiving.

o Back up technical Service information/phone calls/trouble shooting

o Back up service support information service tech’s

• Attend client site visits to provide technical expertise as needed.

o Engineers, Contractors, and end users

o Attend local trade shows ASHRE, Brew masters, Pharma etc.

• Project inside Engineering Lead
• Attend all meetings
• Answer project phone calls
• Resolve issues
• Keep Manufacturers on point for lead times, back orders, schedules etc.
• Distribute drawings and answer technical questions for sales team and clients.
• Secondary check on all submittals
• Manage Resolution and corrections to submittals from Manufacturer to client
• Provide aftermarket support by quoting conversions and service jobs.
• Assist Aftermarket with custom quotes in the CB system
• Assist Aftermarket in investigation on parts, conversions, repairs, modifications etc.
• Manage/Maintain the custom quotes in the CB system
• CB Configurator Champion
• Strong knowledge with commercial specification requirements for professional submittals and applications of products to multiple stakeholders (Building Owners, Architects, Engineers, and Project Managers)
• Be responsible for generating quotes and assisting in determining products to offer. Closely review project specifications and equipment schedules, provide comments and exceptions to specifications as required.
• Update CRM daily to ensure the sales pipe drive is continuously improving.
• Keep service team up to date on upcoming start-ups.
• Manage the orders in the CB system both New Product and Aftermarket
• Answering Engineering phone calls
• Continuing education on CB and Fulton – manufacturer monthly online training events (All vendors)

Skills, experience, and qualities that will help you be successful:

• Mechanical Engineering Degree preferred.
• 3D CAD experience preferred. Analyze, troubleshoot, design and create functional virtual prototypes of systems.
• Preferred experience in Revit or AutoCAD
• 1-3 years mechanical engineering experience preferred.
• NetSuite data entry preferred.
• Sales engineering experience preferred.
• Industrial background preferred.
• Strong attention-to-detail, trouble shooting, and problem solving are a must.
• Must be able to juggle many projects at once and prioritize.
• Strong communication skills and timely responsiveness required.
• Proficiency in Microsoft Office products required.
• Ability to read and understand construction drawings and specifications required.

Physical demands and work environment:

Must operate within the context of established objectives. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and see. The employee frequently is required to sit, stand, walk, use hands and fingers to handle or feel, and reach with hands and arms.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Vision insurance
• Work Location: In person