Sales Application Specialist - Heating

Brady Services; Greensboro (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Icon Boiler is seeking a Sales Application Specialist to assist with heating equipment projects from selection to submittal, pricing, and order entry. You will support Sales Engineers with administrative tasks and manage equipment project details to ensure timely completion and customer satisfaction.

The role requires a high school diploma or GED and at least two years in sales support or technical customer service, with strong MS Office skills and the ability to type 45 wpm.

Qualifications

• High school diploma or GED required.
• At least 2 years of experience in sales support or technical customer service with pricing and quoting.
• Proficiency in Microsoft Office programs and basic computer skills; ability to type 45 wpm.

Responsibilities

• Select and validate heating equipment size, voltage, options based on plans and proposals.
• Review plans, specs, and transition documents to validate quantities and configurations.
• Enter orders, prepare equipment and vendor orders, track lead times and ship dates.
• Support sales by developing preliminary and final submittals as required.
• Verify pricing and coordinate with the team; enter discounts in CRM and maintain job files.
• Coordinate with parts, service and controls to solve customer problems and schedule service work.

Skills

Customer service

Pricing & quoting

CRM knowledge

MS Office

Typing speed 45 wpm

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Icon Boiler has brought together some of the best minds in boiler room operations, technology, engineering, installation, and customer service - and we're looking for more.

What's it like to work here? Each day brings fresh challenges that call for both knowledge and imagination. You're surrounded by people who enjoy working as a team to solve problems. At the end of the day, you know you've helped people stay comfortable and productive. You've helped companies head off issues and operate more efficiently. Plus it's a good feeling knowing your talents are appreciated and rewarded.

SUMMARY: The Sales Application Specialist assists with all aspects of Heating equipment projects including making equipment selections, pricing, discounts, order entry, and submittal processes as required, from beginning to end. Also assists Sales Engineers with the administration, implementation, and management of equipment projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Responsible for the selection and validation of the equipment to include selection of size, configuration, voltage, options, etc. of heating equipment by reviewing the plans, specifications, original estimate and proposal.
• Validates project scope by reviewing transition documents, plans and specs, and validating quantities and configurations.
• Responsible for order entry, preparation of equipment and vendor orders, tracking lead times, and estimated ship dates.
• Supports sales and develops preliminary submittals and/or final submittals as required.
• Verifies equipment pricing and revising coordination worksheet.
• Validates outside equipment and service purchase prices.
• Obtains discounts and enters discounts into CRM along with documenting work by maintaining files for each job.
• Obtains and validates vendor submittals.
• Generates and distributes final submittal.
• Responsible for timely completion of assigned projects and customer satisfaction.
• Plans and analyzes assigned projects involving complex equipment applications.
• Compares estimated ship dates with contractors project schedule when necessary to ensure project execution is on schedule
• Assists with entering equipment orders and issuing purchase orders for vendor orders
• Maintains customer satisfaction by investigating concerns, implementing corrective action, and communicating with customers and assigned staff. Processes orders and change orders
• Handles requests for quotes, I O & Ms, wiring diagrams, parts lists, extra submittal copies, etc.
• Assists customers by coordinating interface with parts, service, and controls to solve customer problems and schedule service work
• Handles preparation for startups
• Processes warranty claims
• Provides weekly updates in regularly scheduled bid meeting to all sales engineers
• Flexibility to work overtime/weekends as required

TEAMWORK:

• Demonstrate and promote a spirit of cooperation and teamwork throughout the Company
• Continually look for ways to improve our processes and ability to serve our customers effectively
• Improve personal performance on a continual basis

CUSTOMER SERVICE:

• Provide responsive, professional and diplomatic customer service
• Answer customer calls and correspondence quickly and pleasantly
• Communicate with customers in a friendly, professional, and patient manner
• Perform all duties with the goal of building and maintaining long-term customer relationships
• Immediately address any customers concern and requests the involvement of other Company personnel as required

SAFETY:

• Follow all company safety programs and report any non-compliance to your Team Leader
• Notify Manager or Safety Manager of any unsafe conditions

SUPERVISORY RESPONSIBILITIES: None.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Business sense, good judgment, self-motivation, desire to see others succeed, patience, ability to motivate others, and vision is desirable qualifications. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE: High school diploma or general education degree (GED); at least 2 years of experience in sales support or technical customer service and pricing and quoting.

COMPUTER SKILLS: Proficiency in Microsoft office programs is required, as well as a general familiarity with computers, and the ability to learn new software applications. The associate must be able to type 45 wpm accurately.

CERTIFICATES, LICENSES, REGISTRATIONS: None.

LANGUAGE SKILLS: Ability to read and write. Required to effectively communicate with co-workers and customers. Ability to understand and use technical information relating to products and systems.

MATHEMATICAL SKILLS: Must possess basic math skills. Ability to perform basic math operations using units of American money, weight measurement, volume and distance. Ability to calculate figures involving discounts and percentages.

REASONING ABILITY: Ability to apply common sense understanding to carry out detailed and involved written or oral instructions. Ability to deal with problems involving abstract and concrete variables in a wide variety of situations.

PHYSICAL DEMANDS: The physical demands described here are representative of the those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to use hands to operate computer keyboard, and telephone and effectively communicate with others. The associate frequently is required to sit and reach with hands and arms. The associate is occasionally required to stand; walk; and stoop or kneel. The associate must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position works in a typical office environment, with occasional visits to other offices, plants, and jobsites. During these travel situations, the associate is occasionally exposed to wet and/or humid conditions, fumes or airborne particles, toxic or caustic chemicals, extreme heat, and vibration. The noise level in the work environment is usually moderate.

OTHER REQUIREMENTS:

• Ability to pass drug screening
• Ability to prove US employment eligibility

We offer a comprehensive benefits package including Medical, Dental and Vision, Life & AD&D insurance, Short and Long Term Disability, 401(k) / profit sharing, and Paid Time Off.