Inside Sales Engineer - San Jose

Description

Air Treatment Corporation is a dynamic, collaborative work environment. We understand the expectations of high–quality customer service, therefore we actively search and promote a cohesive team that is formulated to exceed expectations. We are devoted to the growth of our employees and look to provide opportunities for advancement from within, while providing a robust benefit package to all of our team members. We are currently looking for candidates for our San Jose location.

Inside Sales Engineer act as a liaison between the Sales Engineers, clients and manufacturers. Constant communication is required to provide general information, service, maintenance, and repairs updates related to the different stages of the product/project.

Requirements

Pre-Bid Duties:

• Review bid calendars from customers.
• Identify project opportunities to bid.
• Perform takeoff - including interfacing with customers as necessary to collect relevant bid documents, plans and specifications.
• Use multiple factory software tools to create equipment selections.
• Communicate with factories for special options and pricing.
• Generate quote letters and price summaries based on customer requests / plans and specifications.
• Update and manage opportunities in ATM CRM.

Project Management Duties:

• Create submittal documents for various products.
• Work with Sales Engineers to gain approval for submittals.
• Enters orders to factories.
• Enter stock orders in ATC CRM.
• Relay shipping information between factory and customer.
• Interact with credit team and CRM coordinators as necessary.
• Track orders/shipments as necessary.
• Coordinate equipment startup requirements with ATC Service department.
• Assemble project closeout documents.
• Process warranty claims with manufacturers.
• Process and track RMAs with customers and manufacturers.
• Update and manage orders in ATC CRM.

Additional Duties:

• Provide engineering support as needed.
• Support for ATC stock orders.
• Attend jobsite and/or customer visits to assist Sales Engineers.
• Attend in-house factory training, ATC trainings, factory/webinar and online trainings.
• Train fellow ISEs upon attending factory training sessions.
• Be knowledgeable of locations for factory literature and technical resources.
• Keep current with factory software versions.
• Assist customers with requests.

Required Skills/Abilities:

• Strong technical HVAC background.
• Excellent verbal communication skills, demonstrating tact and diplomacy.
• Excellent interpersonal and customer service skills.
• Excellent organization skills and attention to detail.
• Proficient in time management and ability to meet deadlines on assignments.
• Proficient with Microsoft Office Suite (Outlook, Word, Excel), Internet Browser (Chrome), and related Microsoft CRM software.

Education and Experience:

• B.S. in Mechanical Engineering preferred.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• May require travel to meet with clients or potential clients on occasion.