Inside Mechanical Sales Engineer

Job Description:

Mechanical Products, Inside Sales Engineer for Manufacturers’ Representative Requirements

Become a technical expert to apply different cooling systems in various project applications. Remain current on new developments and be a champion for all products/services represented on the CPG offer pages. Prioritize for greatest forecasted revenue productivity. Know…

  • Who to call for factory support and reach out directly when needed, primarily for presale through close activities, and secondarily for post-sale support to the CPG PM.
  • How the product works, details of construction, components, specifications, options.
  • How to apply the product, ideal scenarios, limitations, alternate solutions, service capability.
  • Competitors, both product and representation, service offering.
  • Manufacturers’ business details, management, location, commission vs. buy/resell.
  • The current marketing and technical media, both paper and electronic / web / social media.

Engage the factory for product information, training, tools, collateral. Advocate for/balance the client’s and manufacturer’s interests, provide productive feedback, both constructive and positive.

Inside Sales Engineer Responsibilities

  • Consistent Communication: internally and externally
    • Internally: Communication with outside sales team regarding bidding projects
    • Externally: Timely response time to customer requests, always email follow up if substantive material delivered initially via phone
  • Project Bidding
    • Maintain an up to date bid list coordinating with electrical plan and spec team
    • Timely completion of mechanical project bids allowing input from manufacturer on technical scope, pricing, discounts, etc.
    • Maintain documentation of past, current, and future bids
    • Bid projects in accordance to competitive balance, customer interest, and CPG interest
    • Accurate quote preparation for mechanical bids
    • Create, maintain, and update bid opportunities in CRM software
  • Project Tracking
    • Review Survey Data subscription resource as well as plan and spec solicitation requests
    • Assist outside sales team with quote follow up as directed
    • Regular review of customer bid lists, bid boards, and FTP sites
  • Project Management, Coordination, and Support
    • Coordinate directly with factories as required to complete bids in a timely fashion
    • Coordinate with outside sales team prior to bids as needed
    • Help outside sales team manage hand-off of order to CPG PM to give visibility to all commitments
    • Coordinate opportunities with electrical plan and spec team to ensure project packaging is occurring when optimal to CPG
    • Maintain up to date lead-times matrix for mechanical products
    • Support the outside sales team in all other functions as requested
  • Actively monitor industry periodicals for intel on clients, competitors, markets.
  • Recognize competitive relationships, how CPG & products are perceived in each specific division’s market.

Inside Sales Engineer Requirements

  • BS in Engineering, Technical Field, or equivalent successful experience in a similar mechanical cooling industry
  • Understand mechanical cooling systems
  • Read and understand architectural, mechanical, and electrical blueprints
  • Read and identify specifications, with special attention to key differentiators
  • Proficient in Microsoft Office and Adobe Acrobat Product Suites
  • Strong writing, verbal communication, interpersonal, and organizational skills
  • Working understanding of competitive balance and project bid strategy
  • Proficiency with CRM/Database tools