Associate Sales Engineer

DESCRIPTION

POSITION: ASSOCIATE SALES ENGINEER (NEW EQUIPMENT)

CLASSIFICATION: FULL‑TIME / EXEMPT

LOCATION: FRESNO

REPORTS TO: VP SALES / VP ENGINEERING

The Associate Sales Engineer – New Equipment will work closely with the R.F. Mac Donald Co. New Equipment Sales teams, inclusive of vendors and customers. The successful candidate must be organized and work proactively within the Sales process and operations of RFM. This position identifies potential clients, maintains pipeline and order reports, and updates prospect lists.

The role involves assisting the sales team and providing essential support for effective sales operations. The individual will research best practices in customer service and sales support functions, track developing trends, and analyze and interpret sales metrics against team goals.

• Making equipment selections based on customer needs
• Developing quotations, project specifications and submittals
• Working with and developing 2D and/or 3D drawings
• Reading construction plans and doing takeoffs
• CRM data entry
• Proficiency with Cleaver‑Brooks Powerup and Configurator, Taco’s Buy Taco and Project Builder, and similar systems and quoting procedures for R.F. Mac Donald vendors
• Respond to customer and prospect inquiries with assistance and oversight of outside sales engineer
• Assist the sales team in following up on sales opportunities
• Monitor project status and equipment ship dates to ensure excellent customer service and customer experience
• Participate in ride‑alongs, job walks, lunch & learn presentations, and customer meetings/visits with sales team
• Following up with clients after job completion to provide start‑up reports, IOM’s and close‑out packages
• Participate in sales and operations meetings, trade shows, and sales processes. Assist with job/tradeshow setup as needed
• Manage sales tracking tools and sales data for the team, as well as analyzing sales trends
• Assist in the preparation and organizing of promotional material or events
• Develop sales opportunities by researching and identifying target accounts with assistance and oversight of outside sales engineer
• Help the sales team develop leads by contacting potential clients via phone or email to generate interest in the company’s products or services
• Route qualified opportunities to the appropriate sales executives for further development and closure
• Maintain in‑depth knowledge of the company’s products or services and competitors’ offerings to support sales team with their efforts
• Provide customer support by answering questions about products or services, pricing, order status, delivery options, return policies, etc.
• Coordinate with other departments such as accounting or shipping to ensure that customer orders are processed quickly and accurately
• Work in teams to accomplish a common goal
• Excellent communication skills—both verbal and written
• Strong people and customer service skills in a professional setting
• Strong Microsoft skills and knowledge including Manufacturer sizing programs and AutoCAD
• Ability to work independently and efficiently with minimal supervision
• Ability to apply knowledge to customer’s current and future needs
• Ability to multi‑task
• Ability to produce detailed but concise quotations pertaining to customer requirements
• A valid driver’s license is required. Must be insurable with no major infractions. Job will require some travel

• Inside sales support with mechanical piping and/or electrical experience
• Some experience in administrative support positions
• Ability to work and travel in office or field/jobsite setting as needed
• Proficient in Microsoft Office Software (Excel, Word, PowerPoint) and accounting or sales software systems
• Good computer and software systems skills and experience
• Ability to enter data in multiple system platforms and pull reports (with use of queries, data‑mining, etc.)
• Ability to perform diversified business functions and working knowledge of administrative and sales procedures
• Well organized and responsible; ability to switch between duties efficiently
• Communicate proficiently in English, with good verbal and communication skills; communicate well with internal staff & management, as well as…