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About the Role
The Sr. Inside Sales Representative, FDO supports the sales team by assisting customers throughout the sales cycle, enabling the outside sales team to maximize customer engagement. This role provides new equipment proposals and quotes, follows up on customer inquiries, and supports account management to retain business and drive quality leads. It acts as the primary interface between sales operations and order entry, improving sales productivity.
Responsibilities
- Works with sales team to develop and grow the sales pipeline to consistently meet revenue goals.
- Functions as the first line of review of leads into the FDO and qualifying the leads for assignment to front-line sellers.
- Works with sales team to build quotes and proposals to bid on new business opportunities and generate incremental revenue.
- Understands the full product line-up and the pricing and quoting terms and methods required to pricing solutions.
- Becomes the office expert on quoting and opportunity management systems.
- Conveys all prospective and lost revenue to Outside Sales Representative and General Manager immediately.
- Develops win-back opportunities for service-based deals lost.
- Works with the sales team and Vertiv marketing to develop database of customers within defined market segments.
- Supports segment analysis for Total Addressable Market and prospect targeting.
- Collaborates with marketing in promotional material generation and communications to customers.
- Supports the sales team with marketing collateral.
- Collaborated with outside sales teams on lead follow-ups, CRM data accuracy and order follow through.
- Coordinates with the sales team to assist in key sales events, including tradeshows, distributor showcases, off-site Lunch-N-Learn programs, including scheduling and arranging office events.
- Reviews order acknowledgements for accuracy.
- Tracks orders for shipments and coordinates with outside sales representative and traffic requiring special handling or expediting requirements.
- Assists with expediting procedures on late shipments as needed.
- Monitors order status for accounts on credit/contract hold and assist customers with credit/accounting questions.
- Reviews company inventory, shipping deliveries, manufacturing timeline, etc. to ensure products and services desired can be delivered to customer given their expectations/needs.
- Leverages data sources provided by internal sources; proactively uncovers contacts from external sources.
- Coordinates with appropriate resellers and/or Vertiv field sales teams on opportunities.
- Generates, updates and tracks CRM opportunities, whether originated or assigned.
- Responds accurately and timely to all requests from assigned region(s).
- Prepares mailings as required by sales staff.
- Coordinates the purchase of buy-out equipment as part of the ordering process for various projects.
- Assists the sales staff whenever possible, including assisting with mis-ships, damaged shipments, and start-up/commissioning coordination.
- Coordinates invoice resolution efforts with accounts receivable/collections and outside sales representatives to minimize delay in unsettled reimbursements.
- Other duties as assigned.
Requirements
- BA or BS required (Business, Engineering, Marketing, Communications preferred) or equivalent combination of education and experience.
- 1+ years of work experience
- Excellent communication skills, both written and verbal
- Excellent customer service, organizational, and analytical skills.
- Ability to work and multi-task in a fast-paced environment.
- Knowledge of technology including software, hardware, and/or networking is preferred.
- Proficient in MS Office
- 2+ years sales or account management experience
- Experience working with IT resellers
- Experience with CRM management
- Proficient with MS Visio
- Experience with order entry tools like Oracle or Salesforce
- Vertiv will only employ those who are legally authorized to work in the United States.
- Not a position for which sponsorship will be provided.
- Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
Skills
- Excellent communication skills, both written and verbal
- Excellent customer service, organizational, and analytical skills.
- Ability to work and multi-task in a fast-paced environment.
- Knowledge of technology including software, hardware, and/or networking is preferred.
- Proficient in MS Office
- CRM management
- MS Visio
- Order entry tools like Oracle or Salesforce
Location
- California
Work Type
- Onsite
- Full-time
Experience Level
- 1+ years of work experience
- 2+ years sales or account management experience
Education Level
- BA or BS required (Business, Engineering, Marketing, Communications preferred) or equivalent combination of education and experience.
Salary/Compensations
- $82.5k to $103k per year
Benefits
- Medical
- Dental
- Vision
- Disability
- PTO
- Holiday pay
- 401k
About the Company
- Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs.
- Vertiv solves the most important challenges facing today’s data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network.
- Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries.
- Visit Vertiv.com to learn more.
Equal Opportunity
- Vertiv is an Equal Opportunity/Affirmative Action employer.
- We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability.
- If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to help.join@vertiv.com [help.join@vertiv.com]