Inside Sales Rep HVAC

Paylocity; Richmond, Northern (VA, KY); Hybrid; USD 36,000 - 54,000; Full time

Job summary

Paylocity is seeking a proactive Branch Assistant to support the sales and service team, assisting customers by phone or at the counter and focusing on order fulfillment. This role acts under the direction of a Branch Manager or another associate to ensure accuracy and timely processing of quotes, pricing, orders, and documentation.

Key duties include establishing customer rapport, handling calls, preparing bids, inputting orders, notifying backorders, and coordinating with internal functions to

Qualifications

• High school diploma or GED; 1–2 years related experience and/or training; or equivalent combination of education and experience.

Responsibilities

• Establish customer rapport to ensure satisfaction.
• Handle office calls and direct as appropriate.
• Serve as branch contact for contractors for orders and information.
• Prepare bids and material requests with job details and charges.
• Follow up on bid projects and update sales team on status.
• Input orders into computer to create delivery tickets or POs.
• Advise on backorder timing and credit situations.
• Coordinate with internal functions and suppliers to assist customers.
• Maintain literature and submittals in the branch.
• Provide basic product technical support.
• Maintain outbound call schedule to obtain sales.
• Occasionally pull customer orders from warehouse.
• Travel for meetings and training as required.
• Other tasks as assigned by Branch Manager.

Skills

Customer rapport

Organizational skills

Communication skills

Problem solving

Self-motivation

Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office Suite

Excel

Outlook

Teams

Job description

Description

SUMMARY

This role will support and assist the branch in caring for customers, following the direction of another associate or Branch Manager. Responsible for assisting customers on the phone or at the counter with a primary emphasis on order fulfillment. Provides support to the sales team with all aspects of quotations, pricing, project documentation, order entry, order processing, logistics and support product and program questions. Responsible for assisting internal customers with documentation, problem sales ticket resolution, and pricing.

ESSENTIAL DUTIES AND RESPONSIBILITIES (Other duties may be assigned)

• Knows how to establish customer rapport to ensure highest levels of satisfaction.
• Fields calls into the office and handles as appropriate.
• Serves as initial branch contact for contractors in placing orders and requesting information on potential or pending orders.
• Prepares bids for projects and material requests noting details of the job and all appropriate charges as guided.
• Follows up on all bid projects, keeping other sales team members aware of status.
• Reviews paperwork coming in for major lines to ensure accuracy.
• Inputs orders into the computer to create a delivery ticket or direct ship purchase order for non-stock materials from the manufacturer.
• Advises contractors of backorder situations noting when shipment may be expected.
• Advises Account Manager of pertinent credit situations or other sales/account information needed.
• Identifies and communicates competitive situations and alerts other sales team members, as needed.
• Contacts appropriate internal functions and suppliers in order to respond to assist customers appropriately.
• Maintains literature and submittals in the branch.
• Provides basic product technical support to customers.
• Maintains consistent outbound call schedule to obtain sales.
• May occasionally be required to pull a customer order from the warehouse.
• Travels for meetings and training as well as to meeting customers, as required.
• Any other task deemed necessary by the Branch Manager

SUPERVISORY RESPONSIBILITIES

None.

EDUCATION & EXPERIENCE

High school diploma or general education degree (GED); 1-2 years related experience and/or training; or equivalent combination of education and experience.

CERTIFICATION, LICENSES, REGISTRATIONS

None required.

SKILLS & ABILITIES

• Ability to understand customer needs and meet those needs with a successful product sale.
• Highly organized with exceptional follow-through abilities.
• Experience in developing rapport with customers.
• Strong verbal and written communications.
• High integrity with advanced social skills and ability to make solid connections.
• Personality that blends well with a fast-paced, goal-driven environment.
• Strong problem-solving skills.
• Motivation, drive, and a self-starting attitude.
• Competitive individual contributor who also loves to win as a team.
• Basic mathematical skills. Proficient understanding of units of measure.
• Basic computer skills and proficiency with Microsoft Office (Outlook, Teams, Excel, Word)

PHYSICAL DEMANDS

Work involves standing and walking for brief periods of time, but most duties are performed from a seated position. There is potential for eye strain from reading detailed materials and looking at a computer screen. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboards at a moderate skill level. The employee frequently is required to talk or hear. The employee may occasionally lift and/or move up to 10 pounds.

WORK ENVIRONMENT

The noise level in the work environment is usually quiet.

FLSA

Non-Exempt

Travel

up to 5%