Inside Sales
Parts
The Inside Parts Salesperson provides parts look up and ordering for end user customers based in our area. A good inquisitive personality is ideal for this position to be able to understand our customer needs. RF. MacDonald Co. provides parts for the product lines we represent, as well as other product lines not represented by our firm. A percentage of this position will also include providing internal parts ordering support for Santa Fe Springs service organization (24/7/365), parts ordering, factory interaction, order tracking and follow up with the service department (for some locations). The candidate should have knowledge of all types of industrial and commercial boilers and systems as well as all ancillary equipment. Performs other related duties as required and assigned. The Inside Sales position will lead and conduct all business related to Parts inside sales, plus related activities. In general this includes performing follow up and service support to end users and contractors plus providing support for the outside salespeople and engineering firms. This includes the following specific tasks: Taking incoming inquires for parts by phone or email Thoroughly research each part request to ensure requested parts are quoted to avoid errors and provide up-sell opportunities to help meet and exceed local sales budget Communicate and provide customer quotes with any pertinent data sheets to support quoted items Follow up on unprocessed quotes with customer to ensure great customer communication is provided Receive purchase orders and forward to Parts Purchasing Administrator to process through the Dynamics database
providing vendor quotes and customer purchase orders Review weekly and monthly billing reports with Parts Purchasing Administrator, as needed Assist Parts Purchasing Administrator with any communications for etas, purchase order discrepancies, vendor quotes. Assist accounting and Parts Purchasing Administrator with collection means for items that are over 90 days non-paid Requirements Willing to perform other functions as may be required in order to maximize the efforts of the company in attaining sales, or improving service to the customer. Excellent communication skills both verbal and written. Strong people and customer service skills in a professional setting Strong Microsoft skills and ability to learn new software programs Ability to work independently and efficiently and perform with minimal supervision. Must be a team player and have the ability to work well with others to build a supportive work environment Ability to apply knowledge to customer's current and future needs. Ability to multi-task. Ability to produce detailed but concise quotations pertaining to customer requirements A valid driver's license is required. Must be insurable with no major infractions. Job will require some travel. Competencies Excellent Customer Service skills and knowledge Proficient in communication both verbal and written Interpersonal skills Safety Focus Critical Thinking/Evaluation Reasoning Skills Ethical Conducts & Practices Time Management Personal Effectiveness/Credibility Flexibility Timeliness Initiative Supervisory Responsibility This position has no direct supervisory responsibilities. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 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. While performing the duties of this job, the employee is regularly required to talk, hear, listen, bend, squat, walk, lift, pull, push, crawl, climb stairs. This is largely a deskbound role; however, filing, correlating, reproduction and binding materials are required. This would require the ability to lift files, open filing cabinets, bend or stand on a stool, climb stairs, and prepare training and meeting rooms/spaces as necessary. Position Type/Expected Hours of Work This is a full-time position. Days of work are Monday through Friday, with flexible work hours. This position may require long hours and occasional travel work as job duties demand. Travel Travel is occasional to all RFMCo. Office locations and/or vendor locations within its operating cities, with out-of-area and overnight travel expected. Required Education and Experience Bachelor's Degree, technical discipline, or equivalent experience. Candidate will have order desk experience including phone orders. Must be familiar with industrial controls and industrial products. Experience with pipefittings and electrical fittings are a plus. Professional technical aptitude, time management, telephone and communication skills. Aptitude to manage schedules, job scope budgeting and progress reporting associated with quoted service work. Strong customer service orientation - be prompt and/or proactive to do, within reason, what is required to solve problems for internal & external customers. Display a willingness to learn, to adapt on a continuous basis, and to expand in the position. Ability to understand technical and sales language to service the customer Able and willing to work the hours necessary to fulfill the needs/expectations of the position. Be an active team player. Computer knowledgeable - ability to use Field Centrix, MS Dynamics, MS Word, MS Excel, and MS Outlook/email. Aptitude to learn & use Factory Equipment Selection and Pricing Programs. Experience with Visio and/or AutoCAD is a plus. Other duties: Please note, this job description is not a comprehensive listing of activities, duties or responsibility that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Parts
The Inside Parts Salesperson provides parts look up and ordering for end user customers based in our area. A good inquisitive personality is ideal for this position to be able to understand our customer needs. RF. MacDonald Co. provides parts for the product lines we represent, as well as other product lines not represented by our firm. A percentage of this position will also include providing internal parts ordering support for Santa Fe Springs service organization (24/7/365), parts ordering, factory interaction, order tracking and follow up with the service department (for some locations). The candidate should have knowledge of all types of industrial and commercial boilers and systems as well as all ancillary equipment. Performs other related duties as required and assigned. The Inside Sales position will lead and conduct all business related to Parts inside sales, plus related activities. In general this includes performing follow up and service support to end users and contractors plus providing support for the outside salespeople and engineering firms. This includes the following specific tasks: Taking incoming inquires for parts by phone or email Thoroughly research each part request to ensure requested parts are quoted to avoid errors and provide up-sell opportunities to help meet and exceed local sales budget Communicate and provide customer quotes with any pertinent data sheets to support quoted items Follow up on unprocessed quotes with customer to ensure great customer communication is provided Receive purchase orders and forward to Parts Purchasing Administrator to process through the Dynamics database
providing vendor quotes and customer purchase orders Review weekly and monthly billing reports with Parts Purchasing Administrator, as needed Assist Parts Purchasing Administrator with any communications for etas, purchase order discrepancies, vendor quotes. Assist accounting and Parts Purchasing Administrator with collection means for items that are over 90 days non-paid Requirements Willing to perform other functions as may be required in order to maximize the efforts of the company in attaining sales, or improving service to the customer. Excellent communication skills both verbal and written. Strong people and customer service skills in a professional setting Strong Microsoft skills and ability to learn new software programs Ability to work independently and efficiently and perform with minimal supervision. Must be a team player and have the ability to work well with others to build a supportive work environment Ability to apply knowledge to customer's current and future needs. Ability to multi-task. Ability to produce detailed but concise quotations pertaining to customer requirements A valid driver's license is required. Must be insurable with no major infractions. Job will require some travel. Competencies Excellent Customer Service skills and knowledge Proficient in communication both verbal and written Interpersonal skills Safety Focus Critical Thinking/Evaluation Reasoning Skills Ethical Conducts & Practices Time Management Personal Effectiveness/Credibility Flexibility Timeliness Initiative Supervisory Responsibility This position has no direct supervisory responsibilities. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 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. While performing the duties of this job, the employee is regularly required to talk, hear, listen, bend, squat, walk, lift, pull, push, crawl, climb stairs. This is largely a deskbound role; however, filing, correlating, reproduction and binding materials are required. This would require the ability to lift files, open filing cabinets, bend or stand on a stool, climb stairs, and prepare training and meeting rooms/spaces as necessary. Position Type/Expected Hours of Work This is a full-time position. Days of work are Monday through Friday, with flexible work hours. This position may require long hours and occasional travel work as job duties demand. Travel Travel is occasional to all RFMCo. Office locations and/or vendor locations within its operating cities, with out-of-area and overnight travel expected. Required Education and Experience Bachelor's Degree, technical discipline, or equivalent experience. Candidate will have order desk experience including phone orders. Must be familiar with industrial controls and industrial products. Experience with pipefittings and electrical fittings are a plus. Professional technical aptitude, time management, telephone and communication skills. Aptitude to manage schedules, job scope budgeting and progress reporting associated with quoted service work. Strong customer service orientation - be prompt and/or proactive to do, within reason, what is required to solve problems for internal & external customers. Display a willingness to learn, to adapt on a continuous basis, and to expand in the position. Ability to understand technical and sales language to service the customer Able and willing to work the hours necessary to fulfill the needs/expectations of the position. Be an active team player. Computer knowledgeable - ability to use Field Centrix, MS Dynamics, MS Word, MS Excel, and MS Outlook/email. Aptitude to learn & use Factory Equipment Selection and Pricing Programs. Experience with Visio and/or AutoCAD is a plus. Other duties: Please note, this job description is not a comprehensive listing of activities, duties or responsibility that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.