Inside Sales Specialist

Posted 3 Days Ago
Be an Early Applicant
King of Prussia, PA, USA
In-Office
57K-80K Annually
Mid level
Greentech • Other
The Role
Provide administrative support for service sales processes: manage project documentation and transitions, enter opportunities and equipment into Salesforce, handle credit/PO/ordering, maintain contracts and COIs, support renewals and reporting, and manage lead/commission processes while collaborating with account managers and service staff.
Summary Generated by Built In

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and through our businesses including Trane® and Thermo King,  sustainability is not just how we do business—it is our business.  Do you dare to look at the world's challenges and see impactful possibilities?  Do you want to contribute to making a better future?  If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.

Learn about our benefits designed for you to Thrive at work and at home. 

We boldly go.

Where is the work:

Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.

Under direct supervision, this position is responsible for routine administrative functions to support the service sales process and service team(s). This position is required to closely interact with the Account Managers, assigned service staff and customers to ensure all needs are met. Responsible for ensuring customer satisfaction by promptly responding to questions, concerns, and needs.


Responsibilities:

·         Manages uploading documentations for projects to Trello Board for processing.

·         Facilitates the transition process of assigned projects from Sales to Service.

·         Enter Opportunities into Salesforce CRM as requested.

·         Responsible for managing the credit approval and PO acknowledgement processes.

·         Legal Contract Review & Maintenance – work with Contract Management and area managers

·         Handles ordering equipment for service-related projects

·         Works in Sales Force to process Service Agreement Renewals

·         Acts as local office champion for Salesforce CRM and special projects as assigned.

·         Responsible for issuing Certificates of Insurance (COI) – Direct service customers.

·         Using equipment lists provided, enters, and attaches Equipment to Locations in Salesforce.

·         Stays current with GSA Schedule and U.S. Communities procedures to ensure projects
transition accurately.

·         Uploads Tax Exempt certificates into Tax portal.

·         Collaborate and support CSR reporting and functions where applicable.

·         Manage sales lead and linkage process on behalf of sales teams.

·         Manage commission updates and submissions.

·         Other functions may be assigned as follows.

Qualifications:

·         High School diploma or GED required. Associate’s or bachelor’s preferred. Up to four (4) years of related experience and/or training; or equivalent combination of education and experience.

·         At least four years previous experience in a Windows environment with demonstrated knowledge and ability to use advanced features within Microsoft Office Site of products.

·         Must have strong communication skills, proactive approach with willingness to work independently, as well as part of a team.

·         Ability to multi-task.

·         Must be extremely organized and possess a keen sense of urgency.

·         Proven experience prioritizing tasks to meet tight deadlines within a high-paced environment.

·         Familiarity with the operation of HVAC Systems preferred, not required.

·         Problem solving ability involving concrete variables in standardized situations.

·         Flexibility to work overtime/weekends, as required.

Annual Base Salary Range or Hourly Base Pay Range:

$56,841.66 - $80,289.99

Compensation Type:

Exception Hourly

Incentive Eligible:

No

Sales Commission Eligible:

No

Disclaimer: We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience,  travel requirements, and union designation.   Our compensation range is generally based on the national average for the country.  Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.

Thrive at work and at home:


  • Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE!
  • Family building benefits include fertility coverage and adoption/surrogacy assistance.
  • 401K match up to 6%, plus an additional 2% core contribution = up to 8% company contribution.
  • Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.
  • Educational and training opportunities through company programs along with tuition assistance and student debt support.

Disclaimer:  Benefit offerings may vary depending on Collective Bargaining Agreements and local/state regulations.


Safety Sensitive Role:

No

The company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening.

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

Skills Required

  • High School diploma or GED
  • Associate's or bachelor's degree
  • Up to four (4) years of related experience and/or training or equivalent combination of education and experience
  • At least four years previous experience in a Windows environment with advanced Microsoft Office skills
  • Strong communication skills; proactive and able to work independently and in a team
  • Ability to multi-task
  • Extremely organized with a keen sense of urgency
  • Proven experience prioritizing tasks to meet tight deadlines in a high-paced environment
  • Familiarity with operation of HVAC systems
  • Problem solving ability involving concrete variables in standardized situations
  • Flexibility to work overtime/weekends as required
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The Company
HQ: Davidson, NC
10,001 Employees

What We Do

At Trane Technologies, we challenge possible by thinking bigger, acting bolder and taking actions that not just improve our own performance but influence global change. Our world contends with unprecedented challenges. Our future has never been more uncertain. Urbanization is dramatically reshaping our communities, our resources are more constrained that ever before, and climate change is accelerating at an astonishing rate. We believe it is time to challenge industry norms and be at our most creative every day. To get there, we’ve committed to ambitious sustainability goals and we will change the way the world heats and cools buildings and moves refrigerated food, medicines, and other perishables. Global change starts when we each have the courage to act. And when we act, we boldy go. Won’t you join us?

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