Technical Sales Manager

IDEX; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

IDEX is seeking a Technical Sales Specialist to bridge engineering knowledge with commercial execution across global customers. You will provide application support, customer training, and technical consultations throughout the sales cycle, working with Regional Sales Managers, Customer Experience, and Field Service to move opportunities from discovery to order.

You will develop deep product knowledge of Flow Management Devices, demonstrate advantages, deliver technical presentations, and help

Qualifications

• Bachelor's degree in Engineering or related field preferred.
• 5+ years’ experience in technical sales or applications engineering.
• Ability to translate complex concepts into practical solutions and communicate value.

Responsibilities

• Support identification, qualification and advancement of sales opportunities.
• Conduct technical discovery discussions and assist in forecasting sales goals.
• Deliver customer training, product demonstrations, and technical presentations.
• Prepare quotations and supporting documentation with cross-functional teams.
• Maintain CRM records and collaborate with Sales, Engineering and Service teams.

Skills

Technical sales

Customer training

Product demonstrations

CRM

Travel willingness

Education

Bachelor's degree

Tools

Microsoft Dynamics

MS Office

Job description

If you’re looking for a special place to build or grow your career, you’ve found it. Whether you’re an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact. With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses around the globe, chances are, we have something special for you.

Overview

Summary: The Technical Sales Specialist (TSM) serves as the technical sales resource supporting Flow Management Devices’ global sales organization. This role bridges technical expertise and commercial execution by providing application support, customer training, product demonstrations, and technical consultation throughout the sales process. Working closely with the Regional Sales Managers, Customer Experience, and Field Service teams, the TSM helps customers identify the right solution while advancing sales opportunities from technical discovery through order placement.

Responsibilities

Technical Knowledge

• Develops a technical understanding of FMD’s products to assist customer technical teams.
• Maintains advanced knowledge of FMD products, applications, industry standards, and competitive technologies.

Sales Opportunity Development

• Supports the identification, qualification, and advancement of sales opportunities by demonstrating FMD’s technical advantages and application expertise.
• Conducts technical discovery discussions with customers to understand project requirements, purchasing timelines, decision-making processes, application challenges, and competitive landscape.
• Supports achievement of sales bookings and revenue objectives by advancing assigned opportunities from technical qualification through purchase order.
• Helps identify and pursue the development of new markets or product opportunities.
• Evaluates market trends and gathers competitive information affecting current and future growth.
• Assists in forecasting annual, quarterly and monthly sales goals.

Business Planning

• Collaborates with senior leadership to establish and execute sales goals.
• Assists in forecasting annual, quarterly, and monthly sales goals.

Customer & Account Support

• Provides account support for assigned customers and strategic opportunities while partnering with Regional Sales Managers and Field Service to advance customer projects.
• Recommends appropriate prover configurations and technical solutions based on customer applications and operational requirements.
• Collaborates with Customer Service, Engineering, and Sales to prepare quotations, technical proposals, and supporting documentation.

Training & Customer Engagement

• Delivers customer training, application seminars, product demonstrations, and technical presentations both virtually and on-site.
• Represents FMD at trade shows, customer events, industry conferences, and technical seminars to promote products and develop business opportunities.

Communication & Project Coordination

• Documents customer requirements, project updates, and opportunity progress within CRM while maintaining project reporting for management.
• Works closely with management and other departments concerning demos, literature, and field communication releases.
• Establishes and maintains effective communication flow within the Sales, Customer Service, and Field Service departments.

Qualifications

• Bachelor’s degree in Engineering, Industrial Technology, Mechanical Engineering, Petroleum Engineering, Business, or related field preferred.
• 5+ years’ experience in technical sales, applications engineering, field service, instrumentation, flow measurement, or related industrial equipment.
• Demonstrated track record of successfully supporting or achieving sales growth and customer satisfaction in a technical or industrial environment.
• Demonstrated ability to translate complex technical concepts into practical customer solutions and effectively communicate value to both technical and commercial audiences.
• Experience conducting technical presentations, customer demonstrations, product training, and application reviews for customers or internal stakeholders.
• Experience supporting customers through the full sales cycle, including technical discovery, solution development, proposal preparation, opportunity management, and order execution.
• Ability to build and maintain strong customer relationships while effectively collaborating with cross‑functional teams including Sales, Engineering, Customer Service, and Field Service.
• Strong consultative selling, problem-solving, and analytical skills with the ability to identify customer needs and recommend appropriate technical solutions.
• Strong project management and organizational skills with the ability to manage multiple customer opportunities simultaneously.
• Experience documenting customer interactions and maintaining opportunity information within a CRM system; experience with Microsoft Dynamics is preferred.
• Excellent interpersonal, written, verbal, presentation, and facilitation skills.
• Self‑motivated with the ability to work independently while contributing effectively within a collaborative team environment.
• Ability to learn and retain complex technical product knowledge and remain current on industry trends, competitive products, and merging technologies.
• Proficient in Microsoft Office applications, including Outlook, Excel, PowerPoint, and Word.
• Ability and willingness to travel domestically and internationally as business needs require.

Equal Employment Opportunity

Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world? IDEX is an Equal Opportunity Employer. IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status or any other consideration or protected category made unlawful by federal, state or local laws.

Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at [e-mail] for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.