Sales Account Relationship Representative

3 weeks ago

Ocala, United States Pella Corporation Full time
Role Summary
 JOB DESCRIPTION
Responsible for the generation of sales in assigned areas and providing a communication link between the customer, outside sales, and the company, such that the customer receives the full benefit of company products and services. Coordinates all aspects of customer interaction – revenue generating and non-revenue activities – maximizing sales and providing support to outside sales and management to increase market share, customer satisfaction, and profitability.
Duties & Responsibilities
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the team member for this job. Duties, responsibilities, and activities may change at any time with or without notice.
  • Responsible for executing selling activities to reach objectives established for their territory. Provides input on strategic initiatives to increase sales and customer experience.
  • Ownership of assigned territory, individually and/or with the partnership of an Outside Sales rep with the flexibility to create their business plan.
  • Responsible for enhancing coverage in the assigned territories and stores, driving sales growth, and covering open territories.
  • Responsible for making outbound calls/emails to sales solicitation, managing administrative activities, credits/XP/RP process support, facilitating service, managing escalated issues, order tracking, delinquent customer service, and exceeding customers’ expectations.
  • Conduct proactive selling activities - virtual and field training classes, virtual ride-along, blueprint takeoffs and quoting using Pref and/or future quoting tools, follow-up, lead generation, qualifying, call blitz support, surge work, etc.
  • Demonstrate knowledge of selling processes, product features/benefits/advantages, and systems.
  • Utilizes CRM/Salesforce to maintain records of important communications and transactions.
  • Manage partnerships and strengthen relationships with customer leadership at the store/district/regional level.
  • Demonstrates knowledge of all current products manufactured by the company.
  • Understands comprehensive product specifications to communicate effectively and accurately with customers.
  • Maintains detailed, precise records of all communications and transactions with customers to ensure a reliable audit trail.
  • Works closely with many different departments to ensure proper communication is relayed to both internal and external customers. This position is a key communication link between the company, outside sales, and customers.
  • Responsible for accurately portraying the company brand and product offerings.
  • Responsible for answering customer questions and resolving customer concerns promptly to maximize customer satisfaction with company business guidelines.
  • Assists with the training of new personnel as added to the department.
  • This position may be involved in research activities surveys, comparison bids, and other forms of market analysis. As such, will be relied upon to provide suggestions based on market knowledge and give feedback to the corporation on the effectiveness of initiatives.
  • This position requires a self-starter who works effectively and productively with minimal supervision.
  • Perform other job duties as assigned.
  • Participates in various departmental and interdepartmental meetings or training as required.
  • Informs customers of business changes such as product offering, pricing, or assembly options in a timely manner.
Education & Training
  • Associates (AA) or 2-year degree; 4-year degree preferred, or two to four years related experience and/or training; or equivalent combination of education and experience.
  • Prior knowledge of general construction applications and terminology and/or window and door applications or components is desirable.
Qualifications
 QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from groups of managers, customers, clients, or employees of the organization.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills
Word, Excel, PowerPoint, Outlook, and Microsoft Teams. PQM, M20, Bluebeam, and Oracle experience beneficial but not required.
Certificates, Licenses, Registrations
Driver's license.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or listen. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is occasionally exposed to outdoor weather conditions.
The noise level in the work environment is usually moderate; however, field travel may encounter loud environments.
Travel
This position may require occasional field travel and participation in customer/company show activities.
About Us
About Pella Corporation
As the #1 most-preferred national window and door brand by homeowners across the country, Pella Corporation leads the industry in innovation and design. Founded in 1925, today the Pella Family of Brands encompasses a robust product offering sold and installed through various channels. We are a growing, privately owned company with 20 manufacturing locations and over 10,000 team members in the U.S. and Canada. Pella is consistently recognized as a great place to work by Newsweek, Forbes and Glassdoor, having most recently been named to America’s Greatest Workplaces for Diversity by Newsweek in 2024. We have also received numerous accolades for innovation and design, including Fast Company’s Most Innovative Manufacturers for 2022 and 2023.
At Pella, our team cares deeply, learns continuously and achieves results that go beyond. We encourage creative thinking that seeks out and includes diverse perspectives. And we empower you to do the work you’re most proud of — that’s why we offer individualized talent development plans, cross-functional experiences and opportunities for career advancement through personal and professional development.
With talent just like you, we are imagining, building and fighting for a brighter future for generations to come. Ready to find a career that sparks your passion?

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