Inside Application Specialist - Lead

Mission of the Role

Leads inside sales and customer care team within a branch office. Communicates with customers to process orders, manage projects, and be a strong technical resource. Knowledge of hydraulics and/or pneumatics strongly preferred (valves, actuators, etc). Teams with the Branch Manager and outside sales to grow market share for the branch office. The branch office is located in Plano, TX.

Education/Experience

Associates degree from accredited college or technical school and/or one to three years experience in Customer Service or related field is desired. Education and/or experience requirements may be waived at management discretion.

Key Inside Sales Lead Accountabilities

• Directs and coordinates activities and training of local inside sales/customer service representatives.
• Ensures quality objectives are met using measurements and corrective actions where necessary.
• Gives quarterly employee reviews.
• Maintains close relationships between sales departments.
• Maximizes local profitability by utilizing strategic pricing initiatives and project leadership.
• Communicates with customers via phone, faxes or email to process orders, returns and handle general questions and complaints.
• Estimates date of delivery to customer based on knowledge of vendors’ production and delivery schedules.
• Research and find solutions to customer problems.
• Prepares quotations and coordinates the details for the sales teams.
• Prepares all information on new customer for input into customer database.
• Develops and maintains relationships with suppliers as necessary.
• Solicits sale of new products and services.
• Schedules appointments for outside sales staff.
• Receives inbound calls and converts into additional opportunities.
• Serves as a supplier delegate.
• Tracks stock levels of customer specific inventory.
• Attends and participates in weekly team funnel meetings.
• Other miscellaneous duties as assigned by supervisor.
• Follows all quality processes and procedures as established by Hartfiel Automation.
• Operates within the intended framework of Hartfiel Automation’s mission, values, and vision statements.