Service Solutions Consultant-Material Handling Equipment

Shelby American, Inc.; Livermore (CA); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dynamic Service Solutions Consultant to drive sales and enhance customer relationships. In this role, you will be the primary contact for key accounts, leveraging your sales expertise to promote maintenance contracts and equipment rentals. You will work closely with various teams to ensure customer satisfaction while achieving your sales goals. This position offers a blend of remote work and field visits, providing a unique opportunity to engage with clients directly and foster lasting partnerships. If you thrive in a fast-paced environment and are passionate about sales and customer service, this role is perfect for you.

Qualifications

• 2+ years of outside sales and customer service experience required.
• Ability to manage a sales funnel using CRM tools.

Responsibilities

• Promote and sell maintenance contracts and equipment rentals.
• Conduct business meetings to ensure customer satisfaction.

Skills

Sales Experience

Customer Service

CRM Management

Communication Skills

Organizational Skills

Professional Appearance

Interpersonal Communication

Computer Skills

Education

Bachelor’s Degree

Tools

Microsoft 365

CRM Software

Job description

Description

POSITION OVERVIEW

As a Service Solutions Consultant for Total Industries, you have two primary responsibilities within your assigned territory: promote, protect, and penetrate assigned top accounts, and seek and acquire target competitive accounts. The service solutions consultant acts as the primary customer contact working closely with their Equipment Sales peers, Service Advisors, Technicians, Parts, Rental and Accounting staff, to ensure overall customer satisfaction while meeting and exceeding their personal sales goals. The most successful candidate will love the thrill of hunting new business just as much as satisfying and growing existing customer relationships through regular contact and business meetings.

KEY RESPONSIBILITIES:

The following reflects the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time.

Sales

• Farm-assigned target accounts/territory using cold calls, direct mailing, telemarketing, lead follow-up and referrals.
• Sell Planned Maintenance (PM) contracts on a variety of industrial and warehouse equipment.
• Sell Equipment rentals 12 months per year.
• Sell operator safety training classes.
• Partner with other solutions specialists to sell across the Total Industries product line.

Relationship Management

• Conduct regular business meetings to survey customer satisfaction and align solutions with customer needs and wants.
• Serve as company lead in managing and mitigating any customer issue raised during business meetings.
• Explain planned maintenance, full maintenance, and other services available to potential service customers.
• Answer customer questions regarding operation safety issues and maintenance intervals.
• Coordinate with the customer and company Service Advisor the commencement of 1st time service.
• Advise the customer if service is to be performed C.O.D. and arrange for payment at time of service.

Administration

• Submit credit applications and verify with the Accounting Department that the customer account is approved.
• Maintain customer records within the designated CRM system, including customer contact information, quotes, sales, forecasts, and reporting.
• Work with customers per the Toyota Delivery Experience Program.
• Stay up to date on E-Learning training and overall product knowledge.
• Various other duties as assigned by supervisor.

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time.

QUALIFICATIONS:

Required

• 2+ years outside sales experience.
• 2+ years customer service experience.
• 2+ years working with a CRM and managing a sales funnel.
• Super-organized, determined, and confident.
• Ability to speak with confidence and professionalism.
• Professional and neat appearance.
• Willingness to invest time for continuing education in sales, industry knowledge, computer skills, interpersonal communication, and general business training.
• Ability to use a computer, with experience using Microsoft 365 (Outlook, Word, Excel, PowerPoint).
• Reliable personal vehicle and/or willingness to participate in company leased vehicle program.
• Ability to work independently and collaboratively.
• Ability to understand and follow written and verbal instructions in English.
• Demonstrated ability to act in a way that is consistent with our values.
• Qualified DMV record, background check, and drug screening.

Desired

• Sales or Customer Service experience in material handling related field.
• Bachelor’s Degree
• Forklift Operator Certification

Physical Environment:

• Position is predominantly remote with access to a professional office environment.
• Position requires the ability to visit and walk around customer sites with various building obstacles and fluctuating temperatures.
• Required to drive vehicle to customers and branch locations across Northern California.
• Use the computer as a telephone, messenger, and work tool, so expect to wear a headset and use both a keyboard and mouse frequently throughout the day.
• Regularly sit, stand, and walk for long and short distances.
• Hear with or without correction to be able to interpret and receive information and directions.
• Communicate, verbally and in written form, regularly to describe and explain detailed, important, and accurate instructions internally and directly with customers.
• Occasionally lift and/or move material up to 25 lbs.
• Occasionally stoop, kneel, or crouch.
• Noise level is usually moderate.

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time.

The policy of RJMS Corporation is to hire, train, and promote all persons in all job groups in accordance with law, without regard to race, color, religion, sex, sexual orientation, age, marital or military status, national origin, gender identity, the presence of any sensory, mental, or physical disability, genetic information, or any other status or characteristic protected by local, state, or federal law. RJMS CORPORATION is an equal employment opportunity and affirmative action employer.