Sales Engineer I - Bay Area

Key Responsibilities

• Demonstrate active listening, empathy, and responsiveness in all customer interactions in support of the company’s Vision “To Be the Fluid System Experts the World Relies On.”

• Learn Swagelok markets, customer segments, and buying behavior.
• Use CRM and Power BI to analyze Limited and Core accounts and identify opportunities and trends, with guidance from senior team members.

• Collaborate with the Marketing and Inside Sales teams to identify and qualify leads.
• Use data to uncover sales opportunities and prospect for new business through outbound calls, email campaigns, and customer visits.
• Develop and maintain territory and account plans aligned with the company’s Strategic Plan, subject to supervisor review.
• Build trust through consistent communication and follow-up while learning to manage a small book of business.

• Follow the sales process and accurately log activities in CRM.
• Contribute accurate account-level data to pipeline reporting and forecasting.

• Collaborate with Field Engineers on technical applications and solutions.
• Participate in developing and delivering fluid handling solutions tailored to specific customer needs, which may include supporting the creation of P&IDs.
• Support evaluations of customer fluid systems to identify improvements and best practices.

• Select and recommend products for specific customer applications, with guidance from Field Engineers and senior team members.
• Serve as a Swagelok representative in support of existing installations and product returns.

• Learn Swagelok’s value proposition, pricing structure, and margin impact, as well as the financial basics of account profitability.
• Pursue professional development through internal and external training, continuing education, and job rotation, as relevant.

• Frequent travel to customer sites, including industrial, laboratory, and manufacturing facilities, with regular on-site presence at the Fremont office.
• Valid driver's license and personal vehicle required for travel to customer sites (monthly vehicle allowance provided).
• Ability to meet customer site access requirements, which may include identification and site safety or security procedures.
• Work in customer plant and production environments, including plant floors; personal protective equipment (PPE) is required when specified by site safety policies.
• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position. 

Skills, Competencies, Education & Work Experience

• Accountability.  Takes ownership of assigned customer interactions and onboarding activities. Completes commitments reliably and seeks clarification when expectations are unclear.
• Collaboration.  Engages actively in team meetings and supports cross-functional initiatives with Marketing, Inside Sales, and Field Engineers. Demonstrates respect and openness to diverse viewpoints.
•  Effective Communication.  Communicates clearly and professionally with customers and colleagues through email, phone, and in-person meetings. Practices active listening to understand customer needs.
• Problem-Solving.  Identifies straightforward challenges in customer accounts and applies guidance from supervisors or senior team members to resolve them.
•  Growth Mindset.  Shows enthusiasm for learning Swagelok products, customers, and sales processes. Welcomes coaching and feedback as opportunities to improve.
• Planning & Prioritizing.  Organizes daily activities using CRM tools and follows defined account plans. Manages time effectively with supervisor support.
• Self-Awareness.  Recognizes areas for improvement in communication and time management. Responds positively to feedback and seeks to develop confidence in customer interactions.
• Data & Systems Proficiency.  Uses CRM and Power BI to log activity, review account data, and identify trends, and seeks guidance on interpreting results and next steps.
• Technical Knowledge (Industry & Functional).  Has, or is able to quickly develop, technical acumen in industrial fluid systems—including fittings, valves, regulators, tubing, and assemblies—and a foundational understanding of how these are applied across industries, including the ability to learn to read P&IDs and product specifications.

• Bachelor’s degree in engineering, technical sales, or a related business field OR completion of a two-year degree or comprehensive certification program in a relevant technical discipline.

• Experience engaging with customers in any setting (retail, service, or technical).
• Exposure to fluid systems, industrial equipment, or mechanical components is beneficial.

Benefits

• 100% covered employee Medical, Dental, & Vision Insurance
• Up to 80% dependent coverage for Medical, Dental, & Vision Insurance
• Life Insurance
• Health Care Flexible Spending Account
• Dependent Care Flexible Spending Account
• 401k Plan & Company Matching up to 4%
• Short-Term and Long-Term Disability
• Competitive Pay
• Generous PTO
• Paid Holidays
• Tuition Reimbursement
• Gym Membership Reimbursement up to $50/month
• Professional Coaching

About
Since 1947, Swagelok Company has designed and manufactured high-quality fluid system products. Today Swagelok is a $2 billion company with 5,400 associates, 20 manufacturing facilities, 6 global technical centers, and a network of 225 sales and service centers in 70 countries. Swagelok is a values-based company committed to innovation, customer focus, integrity, respect, continuous improvement, and quality. Established in 1963, Swagelok Northern California is the sales and service center serving 58 counties of northern California and northwestern Nevada.If you are ready to take the next step in your career, know that Swagelok is repeatedly recognized as a top place to work. And when you work here, you are helping to deliver value from the bottom of the ocean to outer space and in countless industrial facilities in between. We also offer room to grow—our inclusive environment encourages the development of all employees. We offer benefits that start on your first day of work, including 401K with matching dollars, an employee stock ownership program, and generous time off. Visit our careers page to learn more.