Counter Sales

Heritage Pool Supply Group, Inc.; Thousand Oaks (CA); On-site; USD 54,442,752 - 65,573,760; Full time

Benefits offered by this job

Overtime during peak seasons

Bonus programs

401(k) with company match

Paid time off

Medical/dental/vision benefits

Job summary

Heritage Pool Supply Group, Inc. in Thousand Oaks, CA is seeking a Counter Sales associate to deliver exceptional customer service at the sales counter. You will process orders, provide product recommendations, and prepare quotes using measurements from customers.

This on-site role requires at least 2 years in customer service or sales, proficiency with POS systems, and the ability to lift up to 75 lbs. Overtime may be required during peak seasons.

Qualifications

• Prior customer service or sales experience preferred.
• Proficiency with basic computer operations and internet navigation.
• Experience with point‑of‑sale systems and order entry.
• Clear, courteous communication in person, phone, and email.
• Ability to manage multiple tasks and problem‑solve under pressure.
• Capability to lift up to 75 lbs regularly and 50 lbs repetitively.
• Willingness to work overtime during peak seasons.

Responsibilities

• Provide exceptional customer service via phone, email, and in person at the sales counter.
• Process and manage customer transactions accurately using the company system.
• Offer product recommendations and pricing to meet customer needs and drive sales.
• Create detailed sales orders and quotes from customer measurements.
• Coordinate and schedule truck deliveries and assist logistics.
• Participate in cycle counts, picking, replenishment, and shipping/receiving.
• Collaborate with management and team to satisfy customer needs and special orders.
• Maintain a clean, safe, and organized work environment and adhere to safety standards.
• Work with warehouse and sales staff to ensure efficient operations.
• Communicate clearly with management and colleagues, align with company policies.

Job description

Position Purpose

The Counter Sales role is a key customer touchpoint, responsible for accurate order entry and smooth customer interactions. The position requires strong multitasking skills, including processing orders, maintaining inventory accuracy, and coordinating logistics to support delivery timelines. By demonstrating professionalism, honesty, and respect, this role helps deliver an exceptional customer experience and reinforces the Heritage Family of Companies reputation for quality and reliability.

Key Responsibilities

• Provide exceptional customer service by effectively interacting with clients through phone, email, and in-person consultations, maintaining a courteous and professional demeanor at all times.
• Accurately process and manage customer transactions at the sales counter using the company’s computer system to ensure efficient and precise order fulfillment.
• Deliver expert product recommendations and pricing information, tailoring solutions to meet customer needs and maximizing sales potential.
• Create detailed sales orders and quotes, utilizing customer measurements to estimate material needs and project costs with accuracy.
• Coordinate and schedule truck deliveries with precision, ensuring optimal logistics and customer satisfaction.
• Contribute to inventory management by participating in cycle counts, order picking, staging, replenishment, and shipping/receiving activities.
• Collaborate with management and team members to communicate customer needs and special order material requests, enhancing product offerings and service delivery.
• Maintain a clean and organized work environment, promoting operational efficiency and adherence to safety standards.
• Work collaboratively with warehouse and sales team members to ensure efficient operations and exceptional customer service.
• Maintain clear and effective communication with management and colleagues, executing duties with a focus on organizational goals and customer satisfaction, in alignment with company policies and objectives.
• Other duties as assigned.

Direct Manager / Direct Reports

Reports directly to the Branch Manager. This role does not include any direct reports.

Travel Requirements

Travel for the Counter Sales position is not a requirement; all duties and responsibilities are performed on-site at the designated sales counter location.

Physical Requirements

This role operates in both office and warehouse environments and involves extended standing and walking, frequent use of hands for computer and order-processing tasks, and lifting up to 75 lbs., with regular lifting up to 50 lbs. It requires clear verbal communication and the ability to manage multiple tasks in a fast‑moving setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job, ensuring compliance with the Americans with Disabilities Act (ADA). Accommodations will prioritize maintaining the safety, effectiveness, and productivity of all team members while providing equitable work conditions.

Working Conditions

Position is an on‑site role at our sales location, offering a dynamic environment with direct customer and team interaction. It requires adaptability, efficiency, and the ability to work in a fast‑paced, deadline‑driven setting. Responsibilities include a mix of sales counter duties and warehouse tasks, supported by modern sales systems and a commitment to maintaining an organized workspace. Strong collaboration and clear communication with staff, management, and customers are essential to meeting the Company’s service standards. This full‑time role runs Monday through Friday, with overtime during peak seasons, requiring flexibility and dedication.

Minimum Qualifications

• Prior experience in a customer service or sales role is preferred; experience in managing customer relationships with a focus on customer satisfaction, retention, and loyalty, ensuring a personalized and positive purchasing experience.
• Proficiency in basic computer operations and internet navigation.
• Experience or familiarity with point‑of‑sale systems and order entry procedures.
• Demonstrated ability for clear and courteous communication in person, over the phone, and via email.
• Effective problem‑solving skills and resourcefulness in responding to customer inquiries and issues.
• Capability to handle physical demands, including lifting up to 75 lbs regularly, and 50 lbs on a repetitive basis.
• Ability to work in varied conditions, including warehouses and outdoor environments.
• Honest, respectful, and courteous demeanor towards all customers and colleagues.
• Willingness and ability to work overtime as needed during the peak season.
• Capability to pass a pre‑employment drug test.

Preferred Qualifications

• Bilingual proficiency in English and Spanish.
• Previous experience with irrigation or landscaping products.
• Forklift operation experience.
• Demonstrated capability to drive sales outcomes and achieve personal and team goals through excellent customer service and product knowledge.
• Comprehensive understanding of landscaping materials, tools, and trends, providing the ability to make informed recommendations to customers and contribute to the company’s competitive edge.
• Familiar with the inventory processes, including cycle counts and stock replenishment, optimizing stock levels and reducing operational inefficiencies.
• Advanced skills in utilizing retail point‑of‑sale systems and common software applications, aiding in efficient order processing and accurate data entry.
• Current forklift certification and other relevant qualifications that enhance operational efficiency and safety in warehouse and shipping environments.
• Ability to adapt to changing job requirements and manage multiple tasks effectively in a high‑paced environment, contributing to the team’s overall performance.

Minimum Education

A high school diploma or equivalent is required for the Counter Sales position.

Preferred Education

An Associate Degree in Business Administration or a related field considered advantageous.

Minimum Years Of Work Experience

Minimum of 2 years of relevant work experience.

Certifications

• Forklift Operator Certification: Valid certification demonstrating proficiency in safely operating forklifts, enhancing operational efficiency in loading and unloading delivery vehicles.
• CPR and First Aid Certification: Certification indicating the ability to respond to potential emergency situations, promoting workplace safety.

Competencies

• Demonstrates an unwavering commitment to customer satisfaction through attentive, courteous, and respectful interactions, ensuring a positive customer experience both in‑person and through various communication channels.
• Exhibits clear, concise, and efficient communication skills, crucial for relaying accurate information about products, pricing, and deliveries to customers, colleagues, and managers.
• Maintains a clean and orderly work environment, adeptly manages multiple tasks such as order entry, scheduling, and inventory management to optimize operations and meet deadlines.
• Utilizes basic computer and internet skills effectively for order processing and sales transactions, leveraging familiarity with company‑specific systems to ensure accuracy and efficiency.
• Pays meticulous attention to detail in creating sales orders and quotes, accurately assessing customer needs and measurements to ensure precise order fulfillment.
• Develops and maintains a foundational understanding of the company’s product offerings, enabling informed recommendations and solutions that meet customer specifications and expectations.
• Proactively identifies and resolves issues related to product availability, order discrepancies, and logistics, enhancing operational flow and customer satisfaction.
• Engages positively with other team members through clear communication, mutual respect, and cooperative effort to achieve organizational objectives and maintain a harmonious work environment.

Salary & Benefits

The base salary for this position typically falls within the range of $19.00 to $22.88 per hour. Starting wage may vary based on a number of factors including, but not limited to, the position being offered, location, education, training, and/or experience. SRS Distribution offers additional competitive and non‑financial benefits. Hourly associates may be eligible for overtime based on business needs. Depending on the role, associates may also be eligible for performance‑based bonus programs, commissions, car allowance or automobile and fuel program, and reimbursement for travel expenses in accordance with company travel policy.

Competitive weekly/bi‑weekly pay, discretionary bonuses, 401(k) with company match, Employee Stock Purchase Plan, paid time off (vacation, sick, volunteer, holidays, birthday, floating), medical/dental/vision, flexible spending accounts, company‑paid life and short‑term disability, plus optional long‑term disability, and additional life insurance. All benefits subject to eligibility.

Job Location

Heritage Pool Supply - Thousand Oaks

1010 Lawrence Drive Thousand Oaks, CA 91320

Equal Employment Opportunity Statement

As an Equal Employment Opportunity (EEO) employer SRS Distribution Inc., including all its subsidiaries, provides job opportunities to qualified individuals without regard to actual or perceived race, color, creed, religion, national origin, sex, gender, age, disability, gender identity, sexual orientation, citizenship status, uniform service, veteran status, marital status, genetic information, physical or mental disability, or any other characteristic in accordance with applicable federal, state, and local EEO laws. If you are an individual with a disability or a disabled veteran and require a reasonable accommodation in applying for any posted position, please contact Human Resources at US: 855.556.3221, or by email to: [e-mail] with the nature of your accommodation request and include the Business name, location and title of the job opening. Please allow one (1) business day for a reply. All employment offers are contingent upon successful completion of a background check and drug screen, as permitted by law.