Customer Service Representative/Inside Sales Representative
Morgan Hill, CA, United States
Job Category : Customer Service
Requisition Number : CUSTO002143
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Posted : May 2, 2024
Full-Time
Locations Showing 1 location
Morgan Hill, CA 95037, USA
Description May include:
Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes and delivery dates - ensure accuracy of information being entered to guarantee correct item(s) are ordered
Support branch sales including the new business component by through active Dealer communication of new product launches, services, supplies, prices and new products sales and or discounts via outbound calls and in house counter discussions Conduct outbound calls of existing and lost customer accounts
Maintain sales programs within assigned territory by keeping customers informed about available services, supplies, prices and new products
Provide excellent customer service includes product/order information, sales, warranties and returns
Recommend alternate products based on cost, availability or specifications as needed
Obtain and monitor scheduled shipment dates to ensure timely delivery and expedite as needed Coordinate with manufacturing, sales, distribution and vendors regarding shipments
Generate new and repeat sales by providing product and technical information in a timely manner
Educate customers about product terminology, features and benefits in order to improve sales and customer satisfaction
Provide accurate information regarding availability of in-stock items Conduct cycle counts as required Replenish the show room stock as needed
Collaborate with the Branch Manager to determine best methods to resolve problems to ensure customer satisfaction and adherence to the organization’s policies Coordinate problem resolution with appropriate departments
Daily processing of cash drawer, end of shift count of money, prepare deposit slip and place in safe
Maintain records and prepare reports on sales activities
Periodically reach out to customers to determine satisfaction with the organization, products and services
Monitor competitive activity and trends within territory
Expand knowledge of HVAC products and keep current with latest trends within the industry
Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible
Understand and follow work instructions, operating procedures and company policies
Assist in warehouse as needed, including inventory counts and movement of product including operating a forklift
Perform additional projects as assigned
Nature and Scope :
Works within knowledge
Knowledge & Skills:
Knowledge of HVAC equipment / products is preferred
General Microsoft Office skills (Outlook, Excel, Word) as well as working knowledge of database applications.
Effective and high quality Customer Service/Relationship management skills via walk-ins, phone, and email;
Positive, professional attitude, handling difficult customers with ability to diffuse negative situations
Developing rapport and effective listening skills
Effective verbal and written skills – must be able to explain technical parts information clearly and able to communicate with customers and accurately input orders.
Effective organizational skills and time management skills including ability to prioritize and multi-task.
High level of attention to detail and accuracy and compliance oriented.
Ability to establish positive working relationships with internal and external customers and employees.
Ability to apply good judgement and strong work ethics and integrity on the job and results driven.
Ability to assist in the warehouse and operate a forklift as needed while doing so in a safe and efficient manner
Ability to understand and follow procedures, work instructions and company policies
Experience
3 – 6 years of progressive sales & customer service experience
3+ years in the HVAC industry
Education:
High School diploma or GED equivalent, some college preferred
HVAC training a plus
Physical Requirements/Work Environment:
Must be able to perform essential responsibilities with or without reasonable accommodations. May travel occasionally to customer sites, training events, company related meetings, etc. – estimated 20%
Pay Range :
$24.00 - $26.18.
Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.
The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.#ZR1
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