Inside Sales

Overview:

Inside Sales Power Transmission will be responsible for providing exceptional service to our customers by responding to inquiries, offering technical support, and processing orders. They will need to possess strong communication skills, both written and verbal, pay attention to details, and have the ability to build and maintain relationships with customers both internal and external. Additionally, the candidate should have experience with sales processes, including lead follow up, qualification, and closure. Knowledge of the market and competition within the industry is a plus.

Responsibilities:

Product Knowledge

• Bearings & Seals
• Belts & Sheaves
• Chain, Sprocket, & Gears
• Gearboxes
• Motors
• Couplings & Clutches
• Linear Systems
• Condition Monitoring Systems
• Pneumatics

Quotation Process

• Should have knowledge of competitive situation and assess need or interest in alternate products or options.
• Define and assess customer needs for timeliness of quote response and potential need date of product delivery.
• Communicate any quoted information to appropriate parties as required within 24 hours unless otherwise specified.
• Enter all quotes into CBT systems (P21 or UX).
• Ask for quotes to become orders either at time of quote or appropriate specified follow up time.
• Continuous reconciliation of existing quotes on system.

Selling/Sales Orders Requirements

• Enter all orders in a timely manner, typically in less than 24 hours of receipt, with appropriate billing, shipping, and customer contact information.
• Communicate accurate due date expectations with customers.
• Confirm orders with customers via email including order acknowledgement.
• Understand special procedures that apply to Direct Ship Orders (DSO), Will Calls, Expedited Freight Orders, Kit/Assembly orders, and Rebate/Contract on the Fly orders., EDI, and Conexium.
• Understand all aspects of customers and their business to enhance relationship with CBT. This includes knowledge of processes, products, and competitive sources.
• Recommend complementary, upstream, and downstream parts associated with the customers industrial system along with substitutes in necessary.

Purchasing Responsibilities

• Provide Purchasing Department with sourcing information, purchase costs, special quote numbers, due dates, shipping instructions/carrier methods, and any additional details needed.
• Handle all aspects of any extenuating circumstances such as DSO, emergency orders, one-time vendors, and non-assigned vendors.

Expediting, RMAs, RTVs

• Generally, the above functions are specifically the responsibility of the sales coordinator. The IS professional has the responsibilities to effectively communicate all pertinent information to the sales coordinator.

Communication Requirements

• Function as the center of all communications due to the frequency of direct contact with customers.
• Proactively ask questions of customers to maintain knowledge of their competitive activities, project opportunities, customer issues, and organizational changes. Communicate all information to necessary CBT departments such as Account Managers, Specialists, Sales Coordinators, Accounting, Warehouse, Marketing, Operations, and Management.
• Maintain accurate and current information in the mandatory customer note fields of P21 and CRMgo.
• Personal review of dashboard and daily/weekly reports that are provided.

Inside Sales Etiquette

• Uphold professional attitude with customers, suppliers, and CBT employees. Treat all with dignity and respect.
• Be aware of any promises or commitments made and deliver upon those commitments such as timely return of quotes, information, reports, phone calls, emails, voicemails, etc.
• All matters of office etiquette will be reviewed with District Sales Manager / Inside Sales Manager.

Education and Experience

• High School diploma or equivalent required
• Bachelor’s degree preferred
• Prior experience working in industrial distribution

Critical Skills:

• Excellent written and oral communication skills
• Ability to handle a fast-paced work environment and efficiently and effectively interact with customers and internal departments.
• Competent in area of product specialties.
• Ability to learn and adapt to changing technologies, customer/supplier requirements, websites, and portals
• CBT specific product and systems knowledge including MS Office, P21, UX, CRMgo, and CBT Website

Direct Reports:

• None

Additional Responsibilities:

• As assigned

Working Environment:

Work is performed within a general office environment. Work is generally sedentary in nature but may require occasional standing, walking, lifting (overhead, waist level), bending, frequent near vision use for reading and computer use. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused by noise, dust, etc. within the office environment.

CBT is an Equal Opportunity Employer. We are committed to creating an inclusive workplace where all employees and applicants are treated with respect and provided equal employment opportunities consistent with applicable law.

CBT provides reasonable accommodations for qualified individuals with disabilities throughout the application and employment process. If you require assistance or accommodation, please notify our Human Resources team.

This job posting and description is intended to describe the general nature and level of work performed and is not intended to be an exhaustive list of all responsibilities, duties, or qualifications required. CBT reserves the right to modify responsibilities and requirements as business needs evolve.