Sales Consultant

Sales · Full-time · Houston, US

Job description

Work Authorization

No calls or agencies please. Tranter will only employ those who are legally authorized to work in the United States. This is 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.

Equal Opportunity Employer

Tranter is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

Inclusion & Diversity: At Tranter-LHE Group, we strive for a true inclusive environment where everyone is encouraged to “be the best version of themselves” and bring their distinct aspects of diversity to the workplace. Tranter-LHE’s Vision is to create an inclusive workplace where diversity is essential to achieving the company’s objectives. We believe that diversity maximizes the potential of all individuals and the organization. 

Job Summary: Responsible for providing direct technical support to customers and sales and service team on specific Tranter product/s or applications. 

The role can include responsibilities for specific customer projects, product champion or product launch manager. 

Accountabilities: 

  • Support capital sales plan through pre-sales and/or post-sales technical consulting activities.

  • Provide technical sales support to sales organization, customers, and/or sales rep network

  • Prepare technical sales proposals and support Sales with close of sale

  • Achieve Sales key metrics / objectives

  • Assists in the preparation and presentation of customer systems/equipment needs plan to organization teams to assure complete plan is feasible within cost, time, and environment constraints.

  • CRM management

  • Help drive the lean enterprise system in Sales processes

  • Follow HSE (Health, Safety and Environment) and related work instructions and assist implementation of HSE regulations and policies

Principle Duties and Responsibilities: 

  • Responsible for “B” & “C” channel partners.  Support “A” channel partners as required.

  • Work with existing relations or in projects and in what is generated via field sales and channel sales.

  • Be part of a customer project making visits, meetings, and interactions with customers, focusing on product presentations to offer a customized value proposition to the customer.

    • Assist in preparation and presentation of technical proposals of how organization’s products can meet those needs and be integrated and implemented with customer’s systems and equipment.
  • Support in the complex quotation process in a customer project – primarily to support channel but also in support of field sales as required.

    • Apply knowledge of heat transfer and fluid mechanics to design and optimal heat exchanger configuration according to customer requirements.
    • Owns the orders through the entire process (quoting, entry, follow-up, changes, expedites, etc.)
    • Understand costing structure for heat exchanger manufacturing and prepare formal quotations for customers according to technical and commercial requirements.
    • Manage sales orders to accommodate technical or commercial changes, and to act as liaison between the customer and the factory.
    • Provide pre-sales and/or post-sales technical support/expertise to assist the sales team, customer, and/or sales reps.
    • May possess some capability for the installation component of product/service solutions.
  • Use the CRM tool and other tools in a consistent and qualitative way to support the sales process and take decisions.

  • Participates in annual sales process providing forecast and other inputs relevant to creating sales plan.

  • Provides monthly forecast for production planning purposes.

  • Provides training as necessary for channel partners and end customers on heat exchange principles, Tranter Heat Exchangers and Conductor.

  • Create Business Development opportunities by looking for and managing leads from the market and customers and convert them into real business opportunities in order to ensure the pipeline.

    • Includes cold-calling customers and channel management.
    • Gain understanding of customer’s business and analysis of customer’s system and product needs.
  • Be product champion in a product launch campaign or in product campaigns and drives.

  • Up to 5% domestic travel required.

  • Other duties as assigned.

Skills/Competencies required: 

  • Effectively communicate with internal and external business partners, both orally and in writing. English preferred (bi-lingual a plus).

  • Understand, adopt and model the behavior outlined in Tranter Core Values

  • Effectively demonstrate the leadership skills outlined in the Tranter Leadership Competencies

  • Comply with sales, marketing, and commercial SOP’s

  • Comply with Corporate SOP’s

Education, Qualifications and Experience: 

  • Bachelor Degree (or international equivalent) in Engineering.

  • 2+ years of Technical Sales experience.

  • Up to 3 years of experience / knowledge of heat exchangers design and heat exchanger industry

  • Up to3 years of experience in providing engineered product customer solutions

  • Up to3 years of experience reading P&I Diagrams and fabrication drawings.

  • Experience with various sales tools (i.g. CRM, ERP, etc)

  • Proficient in Microsoft Office Suite


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