Services Advisor II

Summary Under limited supervision, the Services Advisor II travels to customer locations to identify

products and services that Motion can sell to our customers. This role analyzes data,

creates detailed reports and makes specifications after assessing customer needs. The

Service Advisor II works closely with a sales team to travel to customer locations.

Job Duties

• Manages every aspect of site assessments including pre-assessment preparations, the
• site assessment itself, and post-assessment assignments to ensure team success.
• Travels to customer locations, typically with a team as a lead, to assess specific
• customer systems and identify products and services that Motion can sell to our
• customers.
• Assesses customer needs and develops reports based on data during customer site
• visits which includes quotes, technical specifications, and pricing considerations.
• Researches customer technical specifications and requirements with current or potential
• technical specifications of our products.
• Analyzes customer data to make technical recommendations for customers.
• Designs custom solutions in accordance with customer specifications.
• Finalizes technical reports for customers and account representatives to include
• proposals, technical specifications, quotes, and pricing considerations.
• Presents the technical sales briefings to customers.
• Leads post-sale product configuration.
• Acts as a liaison between customers, vendor partners, local branches, utility companies
• and/or contractors to ensure solutions are implemented appropriately.
• May conduct technical user training and product briefings.
• May cross-references customer data with our market basket tool to pull historical cost
• data on products.
• May guide and coach lower level Services Advisiors.
• Performs other duties as assigned.

Education & Experience Typically requires a high school degree or GED and three (3) to five (5) years of related

experience or an equivalent combination.

Knowledge, Skills, Abilities

• Ability to communicate clearly, concisely and effectively both verbally and in written
• communication.
• Strong organization and project management skills.
• Ability to develop and maintain relationships with internal employees, vendor partners,
• and external customers.
• Ability to develop original reports and proposals for customers.
• Excellent analytical skills.
• Ability to collaborate and work with a highly diverse set of internal and external partners.
• High-level math skills.
• Proficient with Microsoft Office

Physical Demands Travels up to 40% of the time.

Ability to regularly stand, walk, talk, hear, and lift occasionally sit, stoop, kneel, crouch,

climb, or crawl. Ability to travel to various sites and plants. Ability to walk up to eight hours a

day for 40 hours a week in varying manufacturing environments in all seasons.

LICENSES & CERTIFICATIONS: None required.

SUPERVISORY RESPONSIBILITY: No Supervisory Responsibility

BUDGET RESPONSIBILITY : No

Company Information Motion Industries offers an excellent benefits package which includes options for healthcare

coverage, 401(k), tuition reimbursement, vacation, sick, and holiday pay

DISCLAIMER: This job description illustrates the general nature and level of work performed by employees within this job classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and skills required. Management retains the right to add or modify duties at any time.

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