Job title: Customer Sales Representative
FLSA status: Non-exempt
Department: Customer Service
Supervises: No direct reports
Reports to: Managers of CSR and IRR’s
Date written/revised: July 2023
Position Summary:
Sells, rents, and/or processes services of product offerings products for distributors to business and industrial establishments or individuals at sales office, store, showroom, or customer's place of business by performing the following duties:
Essential functions and responsibilities:
Compiles lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet Web sites, and other sources
May travel throughout assigned territory to call on regular and prospective customers to solicit orders with assigned Outside Sales Rep, correspond with customers via email, or talk with customers by phone
Quotes prices and credit terms, prepare sales, rental, and/or service contracts for orders obtained
Estimates date of delivery to customer, based on knowledge of own firm's and supplier’s production and delivery schedules
Prepares reports of business transactions and reports as required
Performs outbound calling as defined by Company objectives
Works with Outside Sales Rep to keep account activities and literature up to date
Processes/follows-up on rental and sales quotations, customer orders, and account receivables
Enters new customer data and other sales data for current customers into a computer database
Develops and maintains relationships with purchasing contacts
Performs other duties as assigned
Success factors/job competencies:
Customer Service Skills/Consultative Selling
Prioritization/Time Management Skills
Attention to Detail/Accuracy
Problem Solving
Adaptability
Communication Skills
Collaboration/Teamwork
Physical demands and work environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to use hands to finger, handle, feel, and reach with hands/arms and talk/hear.
The employee is frequently required to stand and walk. The employee is frequently required to sit.
Employee will work primarily in an office setting and will be required to use a computer with keyboard, telephone or handheld mobile device, and office machinery as needed.
Employee must be able to work at a keyboard for extended periods.
Employee may be required to carry, lift, push, or pull boxes up to 20 pounds.
Employee must be able to read, see, hear, speak, and perform tasks requiring manual dexterity.
The noise level in the work environment is low to moderate.
Education/Certification/License(s) required:
Must possess an associate degree or equivalent from a two-year college or technical school
A valid driver's license is required, and any other certification as required by customer or the organization.
Experience/Other required:
Minimum (1) year work experience
Computer proficiency including Microsoft Office, ERP, and CRM, as well as basic knowledge of Company Intranets and Network drives