Sales Trainee at Gregory Poole Equipment Company in Raleigh, North Carolina

Job Description:

Sales Trainee

4807 Beryl Rd, Raleigh, NC 27606, USA Req #1201

Wednesday, May 1, 2024

PRIMARY FUNCTION:

The Sales Trainee will support the current Sales Administrators and Managers with sales quotations, sales operations, machine coordination and various projects while participating in the sales trainee development program.

ESSENTIAL DUTIES:

60% Sales Quotation Support

• Develop pricing awareness by training in the Sales Quotation process.
• Learn skills to continue the advancement of our Microsoft Dynamics 365 CRM system including creating Dashboards and Reports.
• Improve the collaboration between Marketing and Sales through the development of CRM.
• Acquire product knowledge to ensure accurate quoting, including machine reconfiguration, and alternative products/methods to achieve the required result.

25% New Machine and Work Tool Sales Coordination

• Develop Product awareness skills ordering Caterpillar and other vendor machines, work tools, trailers, and accessories for stock inventory and for sales
• Will be trained to use the Purchase Order system. Place orders for equipment and work tools and code Caterpillar and vendor invoices for AP.
• Learn to verify equipment and work tool availability on our yards
• Learn the physical inventory process for machines and work tools
• Develop skills to work directly with Salesmen, Managers and Customers in order to handle their inquiries for equipment and work tools
• Develop relationships with other Caterpillar dealers to facilitate new equipment trades
• Learn the new equipment Predelivery/Preparation process
• Develop skills by creating and maintaining billing packets for sales
• Learn to create Sales Orders for Customer Invoicing
• Will be trained in the Invoicing process
• Serve as a backup to Sales Administrators and Coordinators

15% Assist with phone calls and online leads

• Develop Sales skills talking to internal and external customers
• Manage GCI Leads through call-ins and CRM portal and distribute to Outside Sales
• Work to develop an accurate overview of what the customer is looking for prior to passing to salesman

MINIMUM REQUIREMENTS:

Education :

Four-year degree in Business or related field with six months specifically related work experience; or two-year degree in Business or related field with two years specifically related experience.

Work Experience :

Related work experience should include inventory control/ordering, customer service, accounting practices and computer data processing/administering.

Physical :

Ability to sit and utilize a Laptop/PC for extensive periods of time. Ability to communicate clearly in person, via telephone or email.

Other :

Excellent customer relations skills; Must have excellent PC software skills, preferably with MS Windows and Office products

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

• Pay Type Salary
• Employment Indicator Internship
• Required Education High School

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initStaticMap(true); PRIMARY FUNCTION:\n \nThe Sales Trainee will support the current Sales Administrators and Managers with sales quotations, sales operations, machine coordination and various projects while participating in the sales trainee development program.\n \nESSENTIAL DUTIES:\n \n60% Sales Quotation Support\n \n\nDevelop pricing awareness by training in the Sales Quotation process.\nLearn skills to continue the advancement of our Microsoft Dynamics 365 CRM system including creating Dashboards and Reports.\nImprove the collaboration between Marketing and Sales through the development of CRM.\nAcquire product knowledge to ensure accurate quoting, including machine reconfiguration, and alternative products/methods to achieve the required result.\n\n \n \n25% New Machine and Work Tool Sales Coordination\n \n\nDevelop Product awareness skills ordering Caterpillar and other vendor machines, work tools, trailers, and accessories for stock inventory and for sales\nWill be trained to use the Purchase Order system. Place orders for equipment and work tools and code Caterpillar and vendor invoices for AP. \nLearn to verify equipment and work tool availability on our yards\nLearn the physical inventory process for machines and work tools\nDevelop skills to work directly with Salesmen, Managers and Customers in order to handle their inquiries for equipment and work tools\nDevelop relationships with other Caterpillar dealers to facilitate new equipment trades\nLearn the new equipment Predelivery/Preparation process\nDevelop skills by creating and maintaining billing packets for sales\nLearn to create Sales Orders for Customer Invoicing\nWill be trained in the Invoicing process\nServe as a backup to Sales Administrators and Coordinators\n\n \n15% Assist with phone calls and online leads\n \n\nDevelop Sales skills talking to internal and external customers\nManage GCI Leads through call-ins and CRM portal and distribute to Outside Sales\nWork to develop an accurate overview of what the customer is looking for prior to passing to salesman\n\n \n MINIMUM REQUIREMENTS:\n \nEducation:\nFour-year degree in Business or related field with six months specifically related work experience; or two-year degree in Business or related field with two years specifically related experience. \n \nWork Experience:\nRelated work experience should include inventory control/ordering, customer service, accounting practices and computer data processing/administering.\n \nPhysical:\nAbility to sit and utilize a Laptop/PC for extensive periods of time. Ability to communicate clearly in person, via telephone or email. \n \nOther:\nExcellent customer relations skills; Must have excellent PC software skills, preferably with MS Windows and Office products\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.