Inside Sales Representative
Gregory Pool Equipment Company, Lakeview, NY, United States
Primary Function
The Inside Sales Rep secures and maintains customer relationships within an assigned territory for Gregory Poole Equipment Company, the Caterpillar dealer for eastern North Carolina. The role is responsible for enhancing the company’s customer experience and driving revenue growth for sales, aftermarket and/or rental opportunities.
Essential Duties Develop and Grow Customer Accounts
Manage an assigned customer base and/or territory to promote products and services while developing and maintaining strong, long-term customer relationships.
Identify consistent revenue growth opportunities within existing accounts
Meet assigned revenue goals and overall performance expectations.
Maintain accurate and updated customer information in CRM systems
Drive Sales of Equipment, Parts, and Services
Sell and/or quote new and used equipment lines as assigned
Maintain customer interest in dealer parts, products, and services between equipment purchases
Utilize phone-based sales techniques and other communication technologies to engage customers and drive sales activities
Facilitate financing solutions and match equipment, attachments, and service agreements to meet customer needs
Develop a thorough understanding of purchasing practices for all appropriate purchasing platforms
Actively engage with institutions and service organizations as appropriate to promote and sell products
Generate and Qualify Sales Opportunities
Identify and qualify leads for Equipment Sales and/or Product Support Sales, Rental Sales, and Digital Onboarding teams as appropriate
Develop expertise in product knowledge and service offerings and/or machine performance, PSEs, attachments, and financing
Collaborate with internal teams to ensure coordinated follow-up and opportunity management
Deliver an Exceptional Retail Customer Experience
Provide a seamless, personalized in-store experience for each customer
Increase transaction speed and ease for walk-in customers
Support the company’s retail strategy through consistent customer engagement and cross-department collaboration
Utilize and develop HY Telematics to enhance the customer experience while improving service efficiencies (LIFT only)
Create, as appropriate, tailored online presentations for customers using TEAMS or other virtual communication platforms
Education A four-year degree in business, sales, marketing, or related field; or a two-year degree in a related field.
Work Experience
1-3+ years of sales experience (customer facing).
Physical
Must be able to sit for long periods of time using a laptop/PC.
Occasional in-region travel to visit dealer branches and customer worksites within territory is required.
Other
Previous experience with or an interest in technical or mechanical equipment products is a plus.
Demonstrated understanding of sales and relationship-building.
Must be a skilled communicator across written and verbal channels.
Excellent interpersonal relationship-building and problem-solving skills
Demonstrated experience maintaining customer loyalty.
Proficient in Microsoft Office (Excel, Word, PowerPoint) with previous exposure to customer relationship management systems (CRM) and automated email systems.
Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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Essential Duties Develop and Grow Customer Accounts
Manage an assigned customer base and/or territory to promote products and services while developing and maintaining strong, long-term customer relationships.
Identify consistent revenue growth opportunities within existing accounts
Meet assigned revenue goals and overall performance expectations.
Maintain accurate and updated customer information in CRM systems
Drive Sales of Equipment, Parts, and Services
Sell and/or quote new and used equipment lines as assigned
Maintain customer interest in dealer parts, products, and services between equipment purchases
Utilize phone-based sales techniques and other communication technologies to engage customers and drive sales activities
Facilitate financing solutions and match equipment, attachments, and service agreements to meet customer needs
Develop a thorough understanding of purchasing practices for all appropriate purchasing platforms
Actively engage with institutions and service organizations as appropriate to promote and sell products
Generate and Qualify Sales Opportunities
Identify and qualify leads for Equipment Sales and/or Product Support Sales, Rental Sales, and Digital Onboarding teams as appropriate
Develop expertise in product knowledge and service offerings and/or machine performance, PSEs, attachments, and financing
Collaborate with internal teams to ensure coordinated follow-up and opportunity management
Deliver an Exceptional Retail Customer Experience
Provide a seamless, personalized in-store experience for each customer
Increase transaction speed and ease for walk-in customers
Support the company’s retail strategy through consistent customer engagement and cross-department collaboration
Utilize and develop HY Telematics to enhance the customer experience while improving service efficiencies (LIFT only)
Create, as appropriate, tailored online presentations for customers using TEAMS or other virtual communication platforms
Education A four-year degree in business, sales, marketing, or related field; or a two-year degree in a related field.
Work Experience
1-3+ years of sales experience (customer facing).
Physical
Must be able to sit for long periods of time using a laptop/PC.
Occasional in-region travel to visit dealer branches and customer worksites within territory is required.
Other
Previous experience with or an interest in technical or mechanical equipment products is a plus.
Demonstrated understanding of sales and relationship-building.
Must be a skilled communicator across written and verbal channels.
Excellent interpersonal relationship-building and problem-solving skills
Demonstrated experience maintaining customer loyalty.
Proficient in Microsoft Office (Excel, Word, PowerPoint) with previous exposure to customer relationship management systems (CRM) and automated email systems.
Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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