Inside Sales and Operations

Preston Phipps Inc; Mississauga; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Inside Sales professional to join their growing team in Mississauga. This role is perfect for someone who is both technical and personable, eager to support product sales for mechanical systems. You will serve as a pivotal hub for quote development and order processing, collaborating closely with the outside sales team to enhance customer experience. If you thrive in a fast-paced environment and are passionate about customer service, this opportunity could be your next career move!

Qualifications

• At least 2 years of related experience in technical support or customer service.
• Proficiency in MS Office and ERP systems, with a strong technical aptitude.

Responsibilities

• Coordinate quote development and order processing with sales and customers.
• Prepare quotes and project proposals while managing order progression.

Skills

Customer Service

Technical Support

Sales Coordination

Problem Solving

Communication Skills

Education

Technologist or Technical Degree

Tools

MS Word

MS Excel

MS Outlook

ERP System (P21)

CRM Software

Job description

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Full Job Description

Are you looking for an opportunity to grow personally while contributing to the success of a growing organization? Are you both technical and personable? Are you self-driven, customer-oriented, and a team player? Preston Phipps is seeking a new team member for the role of Inside Sales at our Central Canada office in Mississauga, ON.

The ideal candidate will have experience supporting product sales for technical products, preferably in mechanical systems. They should have inside sales and/or technical support experience and an aptitude for assisting the outside sales team and helping customers prepare proposals and process orders. If this sounds like a good fit, read on.

Responsibilities

1. Serve as a hub for quote development and order processing, coordinating between the outside sales team, customers, suppliers, and internal divisions.
2. Collaborate with outside sales to support customers and advance sales opportunities toward closing.
3. Contribute to initiatives aimed at improving customer experience and enabling the sales team to spend more time with clients.
4. Verify product selections based on specified performance parameters.
5. Use price books, configurators, and suppliers to price equipment.
6. Prepare quotes and project proposals for customers.
7. Process purchase orders, reviewing terms and conditions.
8. Prepare and issue shop drawings and other technical documents as needed.
9. Track document flow, order progression, and delivery schedules on projects.
10. Manage returns and support warranty and maintenance services.
11. Utilize ERP system (P21) for order entry and tracking.
12. Use CRM to monitor communications with customers.
13. Handle shipping and receiving tasks.

Qualifications

• Technologist or technical degree
• Eligible to work in Canada
• At least 2 years of related experience (Canadian experience not required)
• Experience in technical support and/or customer service teams
• Experience with mechanical equipment or HVAC systems
• Proficiency in MS Word, MS Excel, MS Outlook, and ERP systems (P21)
• Strong technical aptitude and willingness to learn about our products and their applications
• Organized with good documentation and planning skills
• Self-motivated to complete tasks and support customers
• Team-oriented with strong relationship-building skills
• Creative problem-solving and conflict management abilities
• Excellent communication skills in English, both verbal and written