Assist Sales Applications Engineers with administrative tasks to expedite creation and dissemination of RFQ responses to Commercial Sales Offices
• Prepares transition documents and communicates project readiness for assignment to operations team.
• Documents work by maintaining files for each job.
• Uses a variety of computer programs including Microsoft Office products, Trane selection and pricing programs, and specialty vendor programs (Salesforce.com) .
• Assists with CSO Account Manager follow up communications regarding pending or active jobs
• Develop understanding of TCS quotes – types of custom work, hours/labor rates, material costs etc. Use knowledge to manage updates of quote templates as rates, hours and margins revised.
• Enter quotes into CRM management tool (i.e.: Salesforce.com). Maintain updates through quote process to active job status. Other updates as required
• Run regular reporting to track SAE progress (e.g.: bookings)
• Ability to learn basic engineering technical concepts to assist with running on-line performance data as back- up/additional information for RFQs
Assist Custom Solutions Product Manager with administrative and research tasks to improve division strategies and support marketing tactics
• Run regular reporting to track Custom Projects progress (i.e.: RFQ by month, Avg Value/Quote, Market Penetration)
• Collect current Competitor research from Trane Commercial product teams and file in Sharepoint
• Assist with creation of presentations to knowledge share and engage key colleagues within the Commercial Sales Offices (multiple monthly sales engagement meetings)
• Work with Product Manager to schedule virtual and face-to-face meetings and develop messaging/content; co-ordinate the Sales Application Engineers (SAE) schedule to develop travel schedules by quarter.
• Conduct analysis using internal data (Power BI/OBI) to monitor monthly progress vs. monthly and annual goals and CSO office behaviors/trends when quoting custom jobs.
• Works to consistently meet and exceed customer requirements
• Continuously strives for operational excellence and continuous improvement
• Other duties as assigned
Qualifications:
• Associate’s Degree required; Bachelor’s Degree preferred. (Recent graduate with 4-year degree in Engineering or HVAC sciences ideal)
• 2-4 years of experience in customer service, inside and/or outside sales, preferably in an industrial environment.
• Proficient with Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
Key Competencies:
• Must be proactive in gaining knowledge, problem solving and completing tasks with accuracy.
• Must have excellent verbal, written, and interpersonal communication skills
• Must show the ability to handle difficult situations while remaining professional and courteous
• Must demonstrate the ability to build strategic relationships across functions of an organization
• Must exhibit the ability to identify process improvement opportunities and take initiative to implement them
• Must actively seek and apply new knowledge, assimilate information quickly, and contribute to a culture of learning.
This role has been designated by the Company as Safety Sensitive.
Benefits:
▪Benefits kick in day one!
▪Medical, dental, vision
▪HSA & FSA Options
▪ 6% 401k match (vested immediately), plus an additional 2% of eligible pay in core contributions (after 3 years)
▪Tuition Assistance Program
▪ Be Well Program
▪Employee Assistance Program
We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.