Meeting assigned sales targets for agreement-based services and new business development

Taking existing funnels from vacant territories and closing open offers to new agreement customers.

Calling customers from a list of target accounts provided by Sales and Operational Development Manager or developed by the vacant representative to further pursue new agreement.

Conduct frequent and regular follow up contact for all open sales cases. Assign any sales cases that require customer site visits to the designated sales resource.

Maintain customer and contact information in the CRM software, as required. Ensure strict compliance with all requirements of the Contract Retention policy.

Qualify all new prospects for credit worthiness. Check D&B ratings and obtain credit application, if appropriate. Obtain tax-exempt certificate, if required.

Maintain the sales funnel according to the established KPI's (Key Performance Indicators) for Funnel Quality Reporting. Provide other reports to management as requested.

Primary activities include:

Calling customers

Adjusting sales offers

Acquiring necessary forms for customer set up

Maintaining CRM funnel quality

Prepare or assist in developing price estimates for agreement using established worksheets, guidelines, and input from the agreement specialist department.

Assist in other customer relations or collection efforts. It may be required to support in customer collection issues or other customer relationship management.

Other duties as assigned by supervisor.

Good written and verbal communication skills.

Good PC skills.

Prior experience with cranes is a plus.

Bachelor’s degree or Associate’s degree preferred however, prior equivalent experience and training will be considered in lieu of formal degree.

Minimum of two (2) years’ experience in service-related sales preferred however equivalent education, experience and training will be considered.

Must have demonstrated leadership experience.

A basic understanding of mechanical and electrical principles.

Experience meeting monthly minimum sales quotas and CRM funnel size