Sales - Lead Solutions Support Representative (Electrical/Mechanical Project Estimator)

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Job Title

Position Details:

Work Hours: MondayFriday, 8 AM5 PM

Location: Onsite (Remote work is NOT an option)

Employment Type: Temp-to-hire

Technical Skills:

  • Basic Excel proficiency is required.
  • Experience with Epicor ERP (or similar manufacturing ERP systems) is a plus but not required.
  • Any experience in project estimation is beneficial but not mandatory.

Customer Service: Strong customer service skills and a customer-focused mindset are essential.

Job Responsibilities:

  • Handle customer inquiries, review technical data/specifications, and prepare quotes accordingly.

Requirements & Expectations:

  • Strong technical aptitude combined with excellent customer service, interpersonal, and organizational skills.
  • Ability to manage multiple projects and work with different customers simultaneously.
  • Self-motivated, capable of working independently and driving personal growth.
  • Excellent written and verbal communication skills.
  • Confident, articulate, and professional speaking abilities.
  • Strong problem-solving skills to address customer needs and issues effectively.
  • Ability to understand and calculate figures related to discounts, commissions, percentages, and sales order amounts.
  • Decision-making capabilities aligned with company policies, particularly in handling customer concerns.
  • Ability to meet deadlines and prioritize workload efficiently.
  • Physical requirements:
    • Ability to sit, stand, walk, kneel, crouch, or carry loads up to 10 pounds.
    • Strong vision capabilities including close, distance, color, and peripheral vision.
    • Proficiency in operating office equipment such as computers, scanners, copiers, fax machines, and telephones.
  • Ability to demonstrate technical aptitude (a test may be required).

Key Responsibilities: Primary Role: Serve as the direct point of contact for technical product specifications and pricing for customers, with support from Encon's Sales, Production, and Engineering teams. Essential Duties:

  • Maintain direct verbal and written communication with customers regarding technical, commercial, and pricing inquiries.
  • Manage budgetary and formal bid requests, ensuring accurate specifications, qualifications, and timelines.
  • Oversee project contracts in the CRM system, from initial quotation to final sale, including:
    • Providing customers with value-engineered alternative products that meet their needs while optimizing cost, delivery, and installation time.
    • Maintaining regular communication with sales personnel about pending quotations.
    • Collecting and verifying necessary information from customers and their engineers for accurate takeoffs, job bids, quotations, and orders.
    • Coordinating with Engineering and Production to ensure proper technical submittals and compliance with codes and specifications.
    • Leading Project Review meetings and managing data submission, approvals, and order negotiations.
    • Scheduling and managing deliveries of Tempered Water Systems (TWS) and ThermaFlow Plus orders.
    • Building strong relationships with customers across multiple market segments to facilitate smooth communication and project execution.
    • Collaborating with Product Managers, Sales Managers, and Marketing teams to stay updated on pricing, product updates, and program changes.
    • Handling customer complaints and feedback related to technical products and services through the Customer Feedback Response (CFR) process.
    • Reviewing engineering and architectural build-out plans and utilizing Business Information Modeling (BIM) tools to provide technical support.
    • Performing additional duties as assigned.
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