Job Title: Customer Engagement Representatives

Reporting to: NDT Product Line Manager

Classification: Deer Park, TX

Purpose

The primary focus of the Customer Engagement Representative (CER) is to conduct outbound calls in support of the following with the further understanding the majority of their time should be spent on the telephone: In the this role, his/her responsibilities will include aligning sales with overall strategic growth targets and ensuring strong coordination with Operations, Products, and other internal stakeholders.. The Customer Sales Representative will also be responsible for capturing rental and sales revenue with new customers by initiating prospecting calls and obtaining referrals from existing customers and promoting Pine’s equipment and service offerings. The position will utilize excellent telephone sales and communication skills to develop strong relationships with their customers, identify their business needs, identify new rental and sales opportunities, and quickly turn opportunities into new and recurring revenue for Pine. The position will consistently meet or exceed specific sales productivity and activity objectives and metrics through continued development of their sales skills and experiences.

Primary Responsibilities

Duties and responsibilities listed below are for the Customer Engagement Representative (CER) to complete during their predetermined daily schedule dedicated to inside sales:

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  Intake customer inquiries for equipment rental, order status, and application questions for their designated Branch Offices and existing or prospecting customers
• The (ISR) will be a key contributor in assisting the Branch to exceed monthly, quarterly, and annual rental and sales revenue budgets from customer accounts in their assigned Branch Offices
• Assist in branch sales and marketing efforts through outgoing phone calls.
• New revenue opportunities will include but not limited to Down, Lost, and Up accounts, Strategic, Key, Discount Accounts, New Markets, marketing leads, referrals, cold calling, quote follow-up, and other potential sources
• Effective inbound and outbound qualification of prospects and account research
• Make a minimum of 30 outbound sales calls a day to existing and potential customers
• Develop, review, and manage a pipeline of monthly and quarterly revenue growth opportunities in both the Sales and Quote Pipelines
• Obtain quote and order requests from customers for rental equipment and supply sales based on availability, standard or discounted pricing, and other terms and conditions as applicable
• Send quote and order information to their designated Branch Offices to be prepared and sent to customers
• Attend performance and operational meetings.
• Produce clear customer contact sheets / reservation document order instructions
• Record and update database CRM details for every inquiry
• Negotiate and close profitable business opportunities
• Responsible for leading sales strategies on assigned accounts and opportunities
• Understand and articulate value propositions for discrete services and combined solutions
• Maintain an excellent client relationship at all levels with existing and new clientele
• Generate commercial and technical quotations and proposals
• Develop, maintain and deliver on opportunity forecasts utilizing CRM tools
• Coordinate commercial activities with early engagement teams in engineering, operations, contracts, etc.
• Initiate and maintain Master Service Agreement through collaboration with contract teams

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  Communicate at a minimum weekly with their TSR to promote training opportunities and face-to-face meetings for the TSR to visit customers/prospects on site.
• Document and investigate any customer complaints and escalate all issues to the Branch Manager, TSR, and Inside Sales Manager in a timely manner
• Meet weekly and monthly with the Technical Sales Representative, Branch Manager, and Customer Service Representatives in each assigned office to review Branch performance and follow up on qualified leads and new business opportunities
• Representatives must be customer focused and deliver excellent customer experiences
• Support the rental of equipment and sales of supplies to both current and prospective customers
• Provide rental equipment and supply sales application, pricing and other information to all clients
• Daily data entry into CRM for all information on each inquiry from customers/prospects in their designated offices
• Open communication with all Pine Branches and vendors
• Promotion of a Health and Safety-First attitude
• Attend ongoing equipment rental and supply sales training
• Attend ongoing sales training
• Other duties as assigned

Knowledge, Skills, Core Competencies

• Prior outbound telephone sales experience is preferred
• Oil & Energy Rental industry experience preferred
• Demonstrate sales experience with cross-functional and large-scale sales opportunities
• Asset Integrity industry experience strongly preferred
• Must demonstrate exceptional ability to engage and develop new business
• Working knowledge of the respective NDE/NDT service, product line and industry
• Excellent Communication Skills- Written, Verbal, Interpersonal, and Phone
• Self-starter who takes initiative and has good time management skills
• Ability to think analytically with focus on problem solving
• Demonstrate professional written and verbal communication and interpersonal skills
• A flexible and strong team player that can work in a fast-paced environment
• Microsoft Office proficient
• Proven ability to meet and exceed sales goals while managing a de-centralized sales team.

Education/Experience

• 
  Associate Degree in related field; Bachelor’s Degree a plus
• 5-6 years previous inside and customer sales experience plus HS Diploma/GED acceptable in lieu of College Degree

Environment

• Fast paced professional office and warehouse environment with some travel by car or air for meetings, trainings, trade shows and customer visits. Customer interactions primarily consist over the phone, email and in person.

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  This is a non-safety sensitive position.

Physical Demands

• This position is 80% sedentary and 20% active and may include activities such as walking, standing, bending, stretching, climbing (ladder). Must be able to lift up to 25 lbs. assisted or unassisted and may require the ability to drive a Pine vehicle.

Pine Environmental Services reserves the right to revise or change job duties and responsibilities as the need arises. This position description does not constitute a written or implied contract of employment