Location
Houston, TX 77041
Position Summary
The Inside Sales and Project Management is responsible for supporting the sales team in variety of ways including sales accounting functions, logistics management and support, sales quotes, and lead management. The role is critical to the success and profitability of the Sales Division.
Essential Duties
•Logistics & Inventory Management
•Assist salesperson with freight quotes, PO’s, and invoices.
•Coordination and communication with freight vendors, sales team, logistics team, and shop on incoming and outgoing sales inventory.
•Communicate with sales customers on freight, and ensure all customers receive emails with photos of their units on the truck and leaving our yard.
Accounting
•Communicate with Sales Coordinator to Issue PO’s for the salesperson from QuickBooks.
•Communicate with Sales Coordinator to Issue invoices to customers from QuickBooks.
•Manage collections for Outside salesperson.
•Assist Sales Coordinator with updates on AR Report.
Sales and Project Management
•Assist salesperson with logging and updating leads and opportunities.
•Ensure information in opportunities is accurate and matches project financials.
•Assist sales team with all the details and numbers for Sales alerts.
•Ensure all customer information is accurate in SF – website, industry type, contacts, title, address, etc.
•Prepare quotes for sales team.
•Understand how to quote all key vendors’ and manufacturers’ products.
•Review open opportunities for sales team members as necessary and ensure all contacts in open opportunities have been followed up with and not awaiting any additional information.
•Manage every project for their respective outside salesperson in Monday.com.
•Ensure all data is accurate and updated in Monday.com before the project’s meetings each Monday.
•Follow up with vendors and sub-contractors on timelines and schedules, costs, and quotes.
•Get quotes from various sub-contractors and vendors for projects.
•Manage project budgets for the outside salesperson.
•Compile complex quotes from sub-contractors, vendors, and manufacturers for a consistent quote to customers.
•Follow up with customers on quotes.
•Customer prospecting for the outside sales team.
•Marketing to potential customers on product, inventory, through Email, Phone, & Social Media Channels
•Attend trade shows as necessary.
•Visits to jobsites to meet with contractors, vendors, and customers.
•Customer events and entertaining with outside sales team.
Safety
•Report all recognized unsafe conditions or acts to Management.
•Wear proper PPE when necessary.
Qualifications
•Bachelor’s degree (B. A.) from four-year college or university
•Possess a valid Texas driver’s license
•One to three years in sales administrative support (or related) role
•Experience in power generation is a plus
•Must be familiar with Salesforce.com and QuickBooks
Core Values
•Communication: We encourage open, effective dialogue through the exchange of ideas and solutions through all levels of our company and our customers.
•Accountability: We are personally accountable for delivering on our commitments.
•Integrity: We believe that to be successful, it is essential to operate at the highest levels of honesty, responsibility, and trust.
•Teamwork: We succeed because we help our co-workers to succeed in a collaborative, supportive, creative, and enjoyable environment.
•Customer Satisfaction: We aim to meet or surpass our customers’ expectations by providing the highest quality products and customer service. Bend over backwards, can-do attitude
Talents
•Advanced computer skills, Microsoft Suite,