This role splits time between the duties of an Inside Sales Rep and an Account Manager. The time ratio is estimated to be 30% Inside Sales and 70% Account Management.
* Purpose: Support the outside sales team and customers with timely and accurate quotes, support renewals, and pre-sales support.
* Account Management:
o Conduct follow-ups on quotes and customer inquiries to increase opportunity closure time and ratio of wins.
* Function: Provide accurate and timely quotation support to our outside sales team and customers. Additionally, provide support for quotation revisions, BOM development, order processing, training support, and vendor management support.
* Account Management:
o Ensure that additional customer inquiries take place for C and D accounts post quote delivery.
* Method: Use and update Salesforce.com (CRM) and Distribution One (ERP System) to facilitate field tasks requests from customers and the outside sales team.
* Account Management:
o Use ERP system to identify open quotes from C, D customers and update CRM with adequate notes based on post quote discovery.
* Maintain and keep key tasks updated in Salesforce to ensure low, medium, and high priorities are kept to a minimum using the Inside Sales Dashboards.
* Respond quickly and efficiently to requests from outside sales and customers using definitions of High, Medium, & Low priority tasks for our prioritized accounts (ABCD Accounts).
* Administer and execute on quotes, proposals, and orders.
* Develop the skills and capabilities to be very proficient in developing quotations for our various vendors (use Cross Functional Skills Matrix to drive skills).
* Maintain and organize training management activities (classes, logistics, attendees).
* Take on stretch goals and projects to enhance career goals and aspirations.
* Participate in weekly operations meetings to ensure team collaboration is felt by all.
KPI Category
Partial List of KPIs
# of open quotes, revisions of quotes, # of open tasks, training classes scheduled,
Quotes delivered (# and $ value), revisions of quotes, # of students attended training,
Invoiced revenue, backlog by product type, quote to order win/loss ratio, gross margin by product.
* Provide mentoring and coaching to new hires to help them grow.
* Be part of upcoming ERP roll-out.
* Help revamp and simplify our Salesforce use strategy.
* Develop competencies and skills to maximize impact and personal capabilities (use and leverage the FCG online university).
* As performance evolves, the ability to take on additional responsibilities.
* Be part of an employee-owned company.
Competencies: Skills, Knowledge, and Experiences
* Minimum of 5 years of office work experience as part of operations or inside sales required.
* Computer Skills: Typing, scheduling and use of MS Office 365 or equivalent required.
* Working knowledge of MS Teams, Salesforce.com, and working with ERP systems preferred.
* Positive and resilient attitude required.
Position Location:
* Plymouth, MA (AutomaTech's Corporate Office)
* Hybrid Work Environment - From time to time, the candidate may work remotely on an exception basis providing the following items are met:
o 90+% of time is spent at our office.
o Scheduled time is authorized 30 days in advance by manager.
o Candidate has demonstrated proficient skills in role.
Why Build a Career with Us?
Everyone's an Owner of the Company: Because every team member contributes to Flow Control Group's success, everyone has the benefits of ownership! Flow Control Group has a broad-based employee ownership program extended to every employee within our portfolio companies.
Competitive Benefits: Enjoy an attractive benefits package that includes Medical, Dental and Vision insurance (among other plans), competitive 401(k) matching program, career growth opportunities, employee referral program, paid time off and holidays, as well as parental leave.
Training: FCG University learning and training platform available to all employees offering over 80k courses.
Career Growth Opportunities: At Flow Control Group, we are committed to your professional development. With a vast network of over 100 brands across North America, we provide unparalleled opportunities for growth and advancement. Whether you're just starting your career or looking to take it to the next level, we offer custom training programs, mentorship, and a supportive environment to help you achieve your goals. Join us and be part of a dynamic team where your contributions make a real impact.
Equal Opportunity Employer: Flow Control Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other legally protected characteristics.
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