What are the responsibilities and job description for the Counter Sales Representative position at W3Global?
- The Counter Sales Representative serves as the front-line commercial interface between the company and walk-in contractors, technicians, and trade customers.
- This role is responsible for executing daily counter transactions, providing technical product guidance, processing sales orders accurately, and supporting branch revenue growth while protecting margin integrity.
- This is not a passive cashier role.
- It is a revenue-generating, relationship-building position within a fast-paced HVAC distribution environment.
- Sales & Customer Service
- Assist contractors and technicians with parts and equipment selection
- Recommend alternative or upsell products when appropriate
- Prepare and process sales orders in ERP system (cash and account sales)
- Provide pricing, availability, and lead time information
- Maintain professional counter presence and service discipline
- 2. Technical Support (Basic Level)
- Identify HVAC components (motors, capacitors, contactors, compressors, thermostats, mini-splits, etc.)
- Read model numbers and cross-reference parts
- Interpret basic product specifications and compatibility
- Order & System Processing
- Create sales orders, invoices, and credit memos
- Verify customer account status and credit limits
- Coordinate with warehouse for accurate order picking
- Ensure correct tax treatment and payment processing
- Inventory & Operational Control
- Monitor fast-moving SKUs
- Report stock discrepancies
- Assist with cycle counts as needed
- Maintain organized counter area and product displays
- Relationship Development
- Build loyalty with repeat contractors
- Maintain professional rapport
- Escalate large opportunities to branch manager or outside sales
- Daily counter sales revenue
- Gross margin percentage
- Order accuracy rate
- Upsell conversion rate
- Customer wait time
- Returns rate
- 2 years experience in HVAC parts distribution (preferred)
- Knowledge of HVAC components and equipment
- Experience in wholesale or contractor supply environment
- ERP system familiarity (SAP Business One, Sage, Macola, or similar preferred)
- Bilingual English/Spanish strongly preferred
- Basic computer proficiency
- Health
- PTO
- 401k
Salary : $20 - $26