Territory Account Manager at Gregory Poole Equipment Company in Raleigh, North Carolina

Job Description:

Territory Account Manager

Discovery Dr, Raleigh, NC 27616, USA Req #1530

Tuesday, December 31, 2024

PRIMARY FUNCTION :

Represent GPLS as a Leader in Providing Products and Services. Establish the Lift Systems Division as an aggressive distributor for Material Handling equipment products and services that enhance safety and productivity in our customers' workplace. Maintain adequate contact with existing customers while aggressively seeking new customers.

ESSENTIAL DUTIES :

• Always maintain a professional and proper personal appearance adhering to company policy.
• Address Customer complaints in accordance with Company Policy and advise management promptly of any situations beyond your scope and authority.
• Be the liaison between the customer and the source of the concern.
• Ensure the discrepancy is properly communicated to the appropriate manager.
• Follow-up promptly to ensure customer satisfaction is obtained.
• Maintain the Business (CRM) Customer Management Relationship System in accordance with Company Policy
• Complete call reporting, calendar of appointments, and synchronize with the DBS system in a timely manner.
• Responsible for the sale of new, used, and rental equipment along with all product support offerings within an assigned geographical territory and/or assigned accounts.
• Maintain adequate contact with existing customers while aggressively seeking new customers.
• Establish a Call Par Value for every assigned account and document in the Company CRM.
• Accounts are assigned based on two (A, B, C, D) qualifying criteria. One based on current sales volume, and one based on potential sale per Machine Population factors.
• Fully utilize all promotional materials and programs to increase sales assisting management with determining specific customer needs and preparing materials in a professional arrangement to match the customer's needs.
• Assist the Credit / Finance Department with setting up new accounts and the collections of past due accounts.
• Prepare accurate equipment sales quotes in accordance with Company processes and present to customers for acceptance.
• Maintain a thorough knowledge of territory activities including sales awareness, truck population, sales history, and competitive activities.
• Generate or assist in the sale of Full Maintenance Agreements. Complete Application surveys, and agreement or contracts in accordance with current Company policy and procedures.
• Identify and communicate sales leads to/for other Divisions and Departments utilizing the Lead Management system.
• Regularly and on time submit an accurate record of business expenses for reimbursement. Targeted for the 25th of each month.
• Stay up to date with emerging technologies related to our product mix and with current methods and philosophies of material handling.
• Attend all scheduled sales training or meetings and participate in trade show or special customer events.
• Conduct engineering studies, develop functional specifications, and perform project management as part of the equipment sales cycle.
• Participate in the delivery of New Machines sold in territory.

MINIMUM REQUIREMENTS :

Education :

• Four (4) year business/marketing or similar degree from an accredited college; or a high school graduate with off-setting years of technical and/or outside accounts capital equipment sales experience.

Desired Work Experience :

(Described above)

Physical :

• Must be able to clearly communicate in person, by phone and in writing with customers.
• Must have energy and stamina to work extended daily hours usually averaging 9-10.
• Can travel for extended periods daily with occasional overnight stays.

• Understands customer purchase motivations and sales cycle for preparing the bidding process for consultative sales.
• Must have a valid appropriate state driver's license with acceptable driving record.
• Have strong time management skills.
• Must have intermediate PC skills in Word, Excel, and PowerPoint.
• Must be able to provide a vehicle to use daily for Company business and will receive with appropriate business reimbursements for usage.

This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.

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.

Other details

• Job Family Individual Contributor
• Job Function Commission
• Pay Type Salary

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initStaticMap(true); PRIMARY FUNCTION:\n \nRepresent GPLS as a Leader in Providing Products and Services. Establish the Lift Systems Division as an aggressive distributor for Material Handling equipment products and services that enhance safety and productivity in our customers' workplace. Maintain adequate contact with existing customers while aggressively seeking new customers.\n \nESSENTIAL DUTIES:\n \n\nAlways maintain a professional and proper personal appearance adhering to company policy.\nAddress Customer complaints in accordance with Company Policy and advise management promptly of any situations beyond your scope and authority.\nBe the liaison between the customer and the source of the concern.\nEnsure the discrepancy is properly communicated to the appropriate manager.\nFollow-up promptly to ensure customer satisfaction is obtained.\nMaintain the Business (CRM) Customer Management Relationship System in accordance with Company Policy\nComplete call reporting, calendar of appointments, and synchronize with the DBS system in a timely manner.\nResponsible for the sale of new, used, and rental equipment along with all product support offerings within an assigned geographical territory and/or assigned accounts.\nMaintain adequate contact with existing customers while aggressively seeking new customers.\nEstablish a Call Par Value for every assigned account and document in the Company CRM.\nAccounts are assigned based on two (A, B, C, D) qualifying criteria. One based on current sales volume, and one based on potential sale per Machine Population factors.\nFully utilize all promotional materials and programs to increase sales assisting management with determining specific customer needs and preparing materials in a professional arrangement to match the customer's needs.\nAssist the Credit / Finance Department with setting up new accounts and the collections of past due accounts.\nPrepare accurate equipment sales quotes in accordance with Company processes and present to customers for acceptance.\nMaintain a thorough knowledge of territory activities including sales awareness, truck population, sales history, and competitive activities.\nGenerate or assist in the sale of Full Maintenance Agreements. Complete Application surveys, and agreement or contracts in accordance with current Company policy and procedures.\nIdentify and communicate sales leads to/for other Divisions and Departments utilizing the Lead Management system.\nRegularly and on time submit an accurate record of business expenses for reimbursement. Targeted for the 25th of each month.\nStay up to date with emerging technologies related to our product mix and with current methods and philosophies of material handling.\nAttend all scheduled sales training or meetings and participate in trade show or special customer events.\nConduct engineering studies, develop functional specifications, and perform project management as part of the equipment sales cycle.\nParticipate in the delivery of New Machines sold in territory.\n\n \nMINIMUM REQUIREMENTS:\n \nEducation:\n\nFour (4) year business/marketing or similar degree from an accredited college; or a high school graduate with off-setting years of technical and/or outside accounts capital equipment sales experience.\n\n \nDesired Work Experience:\n(Described above)\n \nPhysical:\n\nMust be able to clearly communicate in person, by phone and in writing with customers.\nMust have energy and stamina to work extended daily hours usually averaging 9-10.\nCan travel for extended periods daily with occasional overnight stays.\n\nOther:\n\nUnderstands customer purchase motivations and sales cycle for preparing the bidding process for consultative sales.\nMust have a valid appropriate state driver's license with acceptable driving record.\nHave strong time management skills.\nMust have intermediate PC skills in Word, Excel, and PowerPoint.\nMust be able to provide a vehicle to use daily for Company business and will receive with appropriate business reimbursements for usage.\n\n \nThis job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.