Technical Sales Consultant

3 days ago


Santa Fe Springs, California, United States Steel River Full time
Steel River Job Description

Estimated Salary: $80,000 - $120,000 per year.

At Steel River, we are seeking a highly skilled Technical Sales Consultant to join our team. As a Technical Sales Consultant, you will play a key role in driving sales of lifting equipment and services to enhance customer safety and productivity. Your focus will be on meeting sales targets for various lifting equipment, including repairs, retrofits, hoists, spare parts, general overhauls, and consulting services. This position requires excellent organizational skills to ensure efficient scheduling of the service department's workload, filling all available time slots with sold work.

Responsibilities:

  • Actively engage in sales activities to promote and sell retrofits, components, modernization, and new equipment to existing customers, while also developing new accounts to meet or exceed established sales quotas.
  • Prepare or assist in preparing price estimates for service work, utilizing company tools, guidelines, and input from the service department.
  • Maintain regular contact with all existing accounts in your designated area and prepare related monthly sales reports.
  • Foster relationships with assigned accounts through monthly check-ins, documenting key activities, and preparing account plans with actionable items to be submitted to the Regional Manager.
  • Conduct business reviews with customers as required.
  • Track all sales activities, opportunities, and proposals in the CRM system, and provide weekly reports to the manager.
  • Coordinate with the service department to ensure all open time slots are filled with sold work, maximizing productivity.
  • Evaluate project opportunities and ensure creditworthiness, including reviewing D&B ratings and obtaining credit applications or tax-exempt certificates as necessary.
  • Assist in the collection of outstanding accounts as needed and consult district staff before delivering services or materials to accounts overdue by more than 60 days.
  • Manage the contract renewal process, ensuring customer needs are addressed promptly and renewal opportunities are secured.
  • Reach out to accounts that are not renewing agreements and document all relevant activities in the CRM system.
  • Maintain up-to-date customer and contact information in the CRM system.
  • Collaborate regularly with the service department to resolve any issues related to customer accounts.
  • Adhere to all established safety protocols, including those specified by the customer.


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