Job Description
SUMMARY DESCRIPTION:
Provide Administrative and Sales Support to the Existing Building Sales Team and the VP of Sales.
PRIMARY ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Working safely is our company s number one business objective. It is the responsibility of each employee to comply with all safety and health requirements whether established by the company or by federal, state or local law. Each employee must be dedicated in his or her safety responsibility while conducting business. It will be a condition of employment that all employees are expected to work safely and contribute to the safety of others.
- Act as Liaison for external customers, EBS Sales and Contracting parties in the company, assuring excellence in communications (written and oral) and customer service.
- Assist in the creation of EBS proposals, estimates, and transition packages.
- Assist Sales Team Leader, Inside Sales Engineer TL, & management team with projects as needed.
- Attend occasional customer site visits.
- Maintain Existing Building Sales Team unified filing system.
- Organize and maintain sales proposals, documentation, and templates within the software system.
- Perform a customer service role to internal customers, primarily EBS Account Managers and the Sales Manager.
- Prepare gross margin reports for Account Managers and Sales Manager.
- Provide the link between Sales and Service for the transition of Service Agreements, which includes keeping a Maintenance Agreement list and Sales Summary. Assist in preparation of the monthly transition meeting agenda and keep notes for the meeting if needed.
- Receive and return calls, mail, and e-mail request from external and internal customers.
- Update software system with order closures, lost quotes, pending quotes.
- Review service reports for opportunities for quoted and pull through work.
- Help complete and upload One Page Summaries into Tech Anywhere software.
- Push Existing Building Sales team to propose and submit renewal paperwork in a timely manner.
- Review service reports for accuracy and compliance against agreements.
- Write and execute subcontracts when needed. Assist Service and Contracting Leaders as needed.
- Perform any other related duties as required or assigned.
- Work to achieve HEP vision and mission. Assist other HEP offices and departments when called upon.
- Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, vendors, and co-workers. Maliciously motivated criticism, bullying or harassment will not be tolerated. Help foster a culture of teaming, client value, and a great place to work.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
EDUCATION AND/OR EXPERIENCE:
High school, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc. plus 3 years related experience and/or training. Equivalent combination of education and experience considered.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS:
State driver s license, auto insurance, auto registration, acceptable driving record.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS:
None indicated.
SOFTWARE SKILLS REQUIRED:
___ Basic _X__ Intermediate ___ Advanced
Specific Programs and/or skills:
Alphanumeric, Data Entry, Spreadsheet, Presentation / PowerPoint, Excel, Word, CRM
COMMUNICATION SKILLS:
This individual must possess the ability to communicate with all levels of the organization; as well as, external vendors, business contacts, existing customers and potential customers.
WORKING AND/OR ENVIRONMENTAL CONDITIONS:
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Typical Office work environment. The noise level in the work environment is usually low.
PHYSICAL REQUIREMENTS:
The following physical activities 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 and expectations.
While performing the functions of this job, the employee is regularly required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; color vision.
TEAMWORK
- Demonstrate and promote a spirit of cooperation and teamwork throughout the company;
- Continually look for ways to improve our processes and ability to serve our customers effectively;
- Continually strive to improve personal performance. Take an active role in seeking training or other opportunities for growth and development.
BUSINESS BEHAVIOR & ANTITRUST
Do not discuss with competition (includes similar Service/Parts companies and manufacturing representatives).
- Company price, costs, profits, or terms of sale;
- Persons and/or any company with whom William A. Harrison Inc., Harrison Energy Partners, or Best HVAC Parts & Supply, will or will not do business;
- Geographical areas of operations.
CONFIDENTIALITY & CONDUCT
- Do not divulge any confidential personnel and/or corporate policy;
- Will not engage in gossip or other unprofessional conduct;
- May not make changes in his/her job description, standards of performance or quarterly objectives without consultation with your direct supervisor, manager or executive leadership.
SAFETY SENSITIVE STATEMENT
A Safety Sensitive Position (SSP) is defined as any position in which a person performing the position while under the influence of drugs, including marijuana, as well as alcohol, may constitute a threat to the health or safety of themselves, co-workers or general public. A SSP could also include a position in which a lapse of attention could result in injury, illness, or death for the employee, co-workers, or general public. Without limitation a SSP includes any position that involves operating, repairing, maintenance, or monitoring of heavy equipment, machinery or motor vehicles as part of the job duties.
HEP has designated the following positions as Safety Sensitive:
- All positions in the Service Department
- All positions in the Controls Department
- All positions in the Contracting Department
- All outside Sales and Marketing positions
- All Executive positions
- All Parts positions
- Any and all other positions in which the person is required to operate a motor vehicle in performing duties for the benefit of Harrison Energy Partners. This includes positions where such activity may be occasional.
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