Sales Engineer - Bay Area

Department: Sales

Employment Type: Full Time

Location: Swagelok Northern California

Reporting To: Director of Sales and Engineering

Compensation: $78,230.24 - $ / year

The Sales Engineer I is the foundational step in a technical sales career path that may progress toward a Sales Engineer II within 18 to 24 months, based on performance and business needs. In this role, the Sales Engineer I learns the fundamentals of the role, Swagelok Northern California’s tools and systems, and the basics of customer interaction while working under the supervision and coaching of the Director, Sales and Engineering and senior team members.

A central onboarding objective is completing the Swagelok Northern California Sales Engineer onboarding program, which prepares the Sales Engineer I to provide their customer base with exceptional technical support and embody our Vision of being “the Fluid System Experts the World Relies On.” Additional onboarding objectives include an internal rotational program through relevant functional areas to build business acumen, customer shadowing and observation, and standard orientation activities.

Upon completing a 12-to-18-month onboarding period, the Sales Engineer I assumes ownership of a defined book of business, primarily Focused and Target Accounts.

With guidance from senior team members and using a proactive, data-driven approach in CRM and Power BI, the Sales Engineer I identifies and promotes product, assembly, and service offerings that align with each customer’s purchase profile, supporting their accounts through phone, email, and face-to-face interactions to win and maintain customer trust, confidence, and long-term business.

Customer Focus:

• Demonstrate active listening, empathy, and responsiveness in all customer interactions in support of the company’s Vision “To Be the Fluid System Experts the World Relies On.”

Customer & Market Understanding:

• Learn Swagelok markets, customer segments, and buying behavior.
• Use CRM and Power BI to analyze Limited and Core accounts and identify opportunities and trends, with guidance from senior team members.

Opportunity Identification & Account Management:

• Collaborate with the Marketing and Inside Sales teams to identify and qualify leads.
• Use data to uncover sales opportunities and prospect for new business through outbound calls, email campaigns, and customer visits.
• Develop and maintain territory and account plans aligned with the company’s Strategic Plan, subject to supervisor review.
• Build trust through consistent communication and follow-up while learning to manage a small book of business.

Pipeline Management:

• Follow the sales process and accurately log activities in CRM.
• Contribute accurate account-level data to pipeline reporting and forecasting.

Fluid System Optimization:

• Collaborate with Field Engineers on technical applications and solutions.
• Participate in developing and delivering fluid handling solutions tailored to specific customer needs, which may include supporting the creation of P&IDs.
• Support evaluations of customer fluid systems to identify improvements and best practices.

Product Expertise Application:

• Select and recommend products for specific customer applications, with guidance from Field Engineers and senior team members.
• Serve as a Swagelok representative in support of existing installations and product returns.

Business Acumen & Development:

• Learn Swagelok’s value proposition, pricing structure, and margin impact, as well as the financial basics of account profitability.
• Pursue professional development through internal and external training, continuing education, and job rotation, as relevant.

Work Environment & Travel:

• Frequent travel to customer sites,…