T. D. Williamson, Inc.

  • Technical Inside Sales Representative I

    Posted Date 3 weeks ago(2018-11-16 3:07 PM)
    Position ID
    United States
  • Overview

    Develop the knowledge and learn TDW processes to effectively liaise with customers and internal clients to prepare quotes, orders and customer complaints of TDW products and/or services to ensure exceptional customer experience.




    • Trains to prepare quotes by interpreting customer line specifications/requirements through RFPs (request for proposal), TDW fitting/services inquiry form, and scope documents and translate these into services and product requirements
    • Processes orders with accurate pricing and part numbers in a timely manner
    • Trains how to interpret completed Data Questionnaire from Client and identify suitable product and/or services
    • Develop understanding of scope of work laid out by customer/OSR and what deliverables need to be inputted into quote
    • Learns to develop knowledge of TDW manufacturing and/or services processes and to communicate that knowledge appropriately
    • Trains to assist TDW customers and colleagues define which TDW product/group of products and/or services best address the customers' operational requirements
    • At time of quotation, search appropriate TDW databases (CRM, TDW Product Selector, ISR created parts list, OLDs) to try and find a design that may be suitable for the customer's project
    • Learns to develop knowledge, utilize, and enforce TDW operational procedures, including acceptable Terms and conditions (both legal and commercial) to customers and outside sales
    • Trains to develop knowledge in pricing and quote preparation as defined by TDW pricing policies and guidelines
    • Ensures accuracy of bill-to and ship-to addresses for customers, reviews order for credit terms with Supervisor and submits to TDW credit department for approval
    • Trains and eventually converts the quote to sales order of existing customers into appropriate systems (CRM, WSGP, AX)
    • Train to make price adjustments as directed
    • Keeps Outside Sales Representatives apprised of any and all customer request changes
    • Works with client to negotiate shipping terms and methods
    • Collaborates with shipping and/or TMP production planning to ensure and confirm proper delivery
    • Provides accurate and clear information to engineering, production control and logistics
    • Confirms with supervisor the customer technology and service requirements have been correctly identified and commit TDW resources to ensure quality execution of service job and customer satisfaction
    • Ensures that all correspondence and communication, written and verbal, with customers are professional and accurate
    • Communicates with other departments to meet the customers' delivery requirements
    • Enlist other ISRs to identify appropriate TDW departments and contact to enable effective coordination and resolution of all customer issues such as change orders, complaints, returns, repairs and literature requests
    • Participates in projects as assigned by the supervisor or region leader
    • Learns all TDW products:  obsolete, current and new product releases
    • Learns knowledge of industry design codes and market trends, including competitive advantages
    • Trains to facilitate meeting the specific product needs of the customer




    • Vocational training in business, engineering or pipe trades discipline or the equivalent experience of 5-7 years of technical sales experience required
    • 0-2 years of experience in technical inside sales position or related field
    • Excellent interpersonal, customer service, written and verbal communication skills
    • Ability to learn and develop working understanding of mechanical products and functions along with engineering terminology and industry design codes
    • Ability to learn and develop a broad understanding of TDW products and equipment
    • Ability to excel in a fast-paced environment dealing with customer situations
    • Intermediate computer skills, including MS Excel, required; exeprience with CRM/ERP database an asset
    • Ability to manage multiple tasks simultaneously under strict deadlines
    • Ability to thrive in a team environment
    • Foreign language speaking and writing skills preferred (USA/LAM - Spanish, Canada - French)




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