Job purpose

Work closely with customers and sales team to grow and promote the sales of parts, rentals, and service for the branch.  Sales representatives establish and maintain long-term business relationships with new and current customer base.

Duties and responsibilities

• Source new sales opportunities by traveling to the future customer location, through inbound lead follow-up, and outbound cold calls and emails
• Close sales and achieve quotes
• Gather technical information from technicians work orders, customers inquiries, PM write-ups and shop technicians to precisely evaluate and estimate the needed repairs
• Gather the needs information to accurately itemize parts needed
• Provide well written, descriptive estimate based on findings and submit to the decision maker for review and approval
• Work with parts, sales, and service to negotiate the sale if the need arises
• Follow up in a uniformed, timely manner to secure the sale now or in the future
• Revise the estimates if needed to insure additional parts and labor is within the customers bounds
• Work closely with sales when refurbished units are selected
• Work closely with Service Manager to insure customers’ needs are being met in the shop and out in the field
• Provide back up as needed for dispatch, administration and service manager
• Meet or exceed the outlined company revenue and profit goals
• Generate consistent work for technicians
• Close and grow through professional communication with existing and potential clients
• Manage and interpret customer requirements – speaking with clients to understand, anticipate and meet their needs
• Communicate sales or service opportunities and customer concerns or suggestions
• Identify and resolve client concerns, recommending a course of action to alleviate these concerns in the future
• Understand and comply with established guidelines that ensure a safe and healthy work environment
• Coordinates company staff to provide exemplary service to customers
• Expand market awareness of our products and our industry experience by communicating features and benefits of our products and services effectively
• Work with the marketing team to ensure customer project requirements are met
• Maintaining records of customer communications and contact information
• Preparing responses to RFP (request for proposals) and RFI (request for information)
• Maintain awareness of pertinent client information, future plans, payment performance, communicate any client information that may affect company decisions to appropriate departments as needed
• Working knowledge of the design tools and price calculations
• Researches market requirements and market data
• Maintain knowledge of competitor products and identify and report intelligence on competitor pricing or marketing strategies
• Maintains current Medley Material Handling product knowledge
• Responsible for setting the customer’s expectations
• Create quotes for repair
• Create work orders
• Schedule repairs and preventive maintenance

Qualifications

Education/Experience

• BS degree in sales, marketing, or business, or
• At least 4 years of sales in similar industry

Knowledge

• EquipSoft Program (preferred, but not required)
• Expert knowledge of industrial powered equipment and industry
• Mechanical aptitude
• Microsoft Suite (Excel, Word, Powerpoint, and Outlook)
• Industry parts

Skills

• Excellent interpersonal, presentation, and communication skills
• Excellent listening skills
• Excellent writing skills
• Critical thinking
• Excellent time management
• Superb  phone communication skills
• Excellent negotiation skills
• Good problem solving
• Excellent selling skills
• Good organizational skills
• Customer service
• Attention to detail

Abilities

• Demonstrate ability to develop solid business relationships
• Demonstrate ability to sell at a profitable level and meet goals
• To organize and manage multiple priorities
• To think ahead and plan over a one-year time span
• To write sales contracts
• To talk communicate with executives and laborers
• Analyze data
• Work under pressure
• Prioritize work orders

Other characteristics such as personal characteristics

• Commitment to company vision and mission
• Awareness of lean business principles

Travel

When performing this duty, the employee will travel to different customer locations

Working environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working environment

While performing this duty, employee will be exposed to the usual moderate (general office area) noise level.  However, the employee can be exposed to noisier shop environments.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever appropriate.

Physical requirements

While performing this duty, the employee will required to frequently sit, walk, talk, and listen.  The employee is required to frequently use hands to fingers, handle, feel objects, or controls, including products we rent, computer, and other office equipment.  The employee must often stand, walk, lift, and/or move up to 30 pounds.  Appropriate material handling equipment should be used to lift or move items that are heavy or bulky.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. 

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

Direct reports

No Direct Report

Job purpose

To serve our customer and salespersons with technical support and to give the best customer service.  To serve as technical support for our customers by serving as a liaison between the end user and the manufacturer.

Duties and responsibilities

• Repair and replace damaged or worn parts
• Dismantle and reassemble heavy to medium equipment using hoists, hand tools, and power tools
• Operate and inspect machines or heavy equipment to diagnose defects
• Test mechanical products and equipment after repair or assembly to ensure proper performance and compliance with manufacturer's specifications
• Clean, lubricate, and perform other routine maintenance work on equipment
• Read and understand operating manuals, blueprints, and technical drawings
• Diagnose faults or malfunctions to determine required repairs, using engine diagnostic equipment such as computerized test equipment and calibration devices
• Research, order and maintain parts inventory for service and repairs
• Repair, rewire and troubleshoot electrical systems
• Examine parts for damage or excessive wear, using micrometers and gauges
• Examine and repair hydraulic system
• Examine and repair brake systems on all equipment

• Clean parts by spraying them with grease solvent or immersing them in tanks of solvent
• Remain in compliance on all safety and training requirements
• Projects as assigned by management

Qualifications

Education/Experience

• High school diploma or
• Technical college diploma or certification
• At least 1-year experience in related mechanical field
• Certification
• Valid driver license, with good driving record
• Forklift operator’s license/certification
• Physical requirements

Knowledge

• Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
• Knowledge of machines and tools, including their designs, uses, repair, and maintenance
• Knowledge of principles and processes for providing customer and personal services
• In depth mechanical knowledge of material handling products

Skills

• Troubleshooting- Determining causes of operating errors and deciding what to do about it
• Operation Monitoring- Watching gauges, dials, or other indicators to make sure a machine is working properly
• Systems Analysis- Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes
• Equipment Selection- Determining the kind of tools and equipment needed to do a job
• Complex Problem Solving- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
• Operation and Control- Controlling operations of equipment or systems
• Critical Thinking- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Speaking- Talking to others to convey information effectively
• Time Management- Managing one’s own time and the time of others
• Active Listening- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times

Abilities

• Ability to operate material handling equipment
• Ability to operate any other related power equipment
• Ability to listen and understanding information and ideas presented
• Ability to combine pieces of information to form general rules or conclusions
• Ability to work well with others
• Ability to apply general rules to specific problems to produce answers that make sense
• Ability to focus on a single source of sound in the presence of other distracting sounds
• Ability to speak clearly so others can understand you
• Ability to carry heavy objects, stoop, knee, crouch, or crawl to be able to move certain materials that cannot be moved with power equipment

Other characteristics such as personal characteristics

• Commitment to company vision and mission
• Detailed oriented
• Dependability

Travel

This position travels from job to job.

Working Environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working environment

While performing this duty, the employee will be exposed to noisy shop environment.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever necessary.

Physical requirements

While performing this duty, the employee will be required to frequently sit, walk, talk, and listen.  The employee is required to frequently use hands to fingers, handle, feel objects or controls to include products we service, computer, and other office equipment.  The employee must often stand, kneel, bend over, walk, and lift and/or move up to 50 pounds.  Employee will be exposed to hazardous materials, i.e., grease, fuel, pressured gas, and/or oil.  The employee will be required to kneel, sit, stand, and lay on hard surfaces, i.e., concrete and/or asphalt.  Appropriate material handling equipment should be used to lift or move items that are heavy or bulky.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

Direct reports

No Direct Report

Job purpose

Works closely with customers and sales team to grow and promote the sales of equipment, parts, rentals, service, and allied for a branch of Medley Material Handling.  Sales representatives establish and maintain long-term business relationships with new and current customer base.

Duties and responsibilities

• Close and grow through professional communication with existing and potential clients
• Manage and interpret customer requirements- speaking with clients to understand, anticipate and meet their needs
• Communicate sales or service opportunities and customer concerns or suggestions
• Understand and comply with established guidelines that ensure a safe and healthy work environment
• Coordinates company staff to provide exemplary service to customers
• Expand market awareness of our products and our industry experience by communicating features and benefits of our products and services effectively
• Work with the engineering team to ensure customer project requirements are met
• Preparing responses to RFP (request for proposals) and RFI (request for information)
• Attending and participate in trade shows, conferences and other marketing events
• Maintain awareness of pertinent client information, future plans, payment performance, communicate any client information that may affect company decisions to appropriate departments as needed
• Send legal documents to customers and send signed copies to Corporate for filing
• Responsible for setting the customer’s expectations
• Submit a variety of sales status reports as required, including activity, closings, follow-up, and adherence to goals
• Submit quarterly customer visit plans, schedule client meeting and action plans for follow-up
• Perform other tasks as required by the Branch Operations Manager

Qualifications

Education/Experience

• High school diploma or equivalent,
• BS degree in sales, marketing, or business, or
• At least 4 years of sales in similar industry
• B2B Sales: 4 years (Preferred)
• Customer Service: 1 year (Preferred)
• Outside sales: 4 Years (Preferred)
• Driver’s License (Required)

Knowledge

• Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
• Salesforce Program
• Expert knowledge of industrial powered equipment and industry
• Maintain knowledge of competitor product and identify and report intelligence on competitor pricing or marketing strategies
• Maintains current Medley Material Handling product knowledge
• Mechanical aptitude

Skills

• Industry parts skills
• Excellent interpersonal, presentation, and communication skills
• Excellent listening skills
• Excellent writing skills
• Critical thinking
• Excellent time management
• Superb phone communication skills
• Excellent negotiation skills
• Good problem solving skill
• Excellent selling skills
• Good organizational skills

Abilities

• Demonstrate ability to develop solid business relationships
• Demonstrate ability to sell at profitable level and meet goals
• Ability to organize and manage multiple priorities
• Ability to think ahead and plan over a one-year time span
• Ability to write sales contracts
• Ability to communicate with executives and laborers
• Ability to analyze data

Other characteristics such as personal characteristics

• Commitment to company vision and mission
• Awareness of lean business principles 

Travel

This position does require travel.

Working Environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working environment

While performing this duty, the employee will be exposed to the usual moderate (general office area) noise level, however, the employee can be exposed to noisier shop environments.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever necessary.  This role routinely uses standard office equipment such as Desktop computer, smartphones, photocopiers, filing cabinets, and scanners

Physical requirements

While performing this duty, the employee will be required to frequently sit, walk, talk, and listen.  The employee is required to frequently use hands to fingers, handle, or feel objects or controls, including products we rent, computer and other office equipment.  The employee must often stand and walk, and lift and/or move up to 30 pounds.  Appropriate material handling equipment should be used to lift or move items that are heavy or bulky.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

Direct reports

No Direct Report

Medley Company aspires to build long-term relationships with our partners by concentrating on cost-efficient measures that produce sustainable solutions. We achieve this by leveraging cutting-edge technology with innovative products that enable our highly trained staff to provide a competitive advantage for our partners.

Medley Company is the Material Handling Specialist since 1941. We are the local material handling expert with new and used forklift sales, forklift-equipment rentals, full-service, and parts dealership. We are a confident leader in our industry, “on a mission” to make sure our partners and their employees are properly trained, certified, and equipped.

What will you be doing:

• Change engine oil, engine oil filter, transmission oil, transmission oil filter, change air filter, change diesel fuel filter (If equipped).
• Inspect equipment for any damage, warn, missing, and/or unserviceable parts.
• Conduct function test on equipment to ensure proper functionality
• Clean, lubricate, and perform other routine maintenance work on equipment
• Read and understand operating manuals, blueprints, and technical drawings
• Create maintenance quotes on any non-planned maintenance repairs
• Keep area clean and tidy
• Keep in communication with customer any safety concerns with the equipment
• Projects as assigned by Management

Additional Information

Whether you’re looking to launch a new career or grow an existing on, Medley is the type of company where you can balance great work with great life. We strive to have parity of benefits across regions and while regulations differ from place to place, we believe taking care of our people is the right thing to do.

• Competitive pay based on the work you do here and not your previous salary
• Health coverage for you and your family in many locations
• Life insurance coverage for you and your family
• Paid vacation and sick time
• 401K match
• Holiday pay

• Must partner with service staff to ensure workflow runs smoothly.
• Review all timecards and work orders for accuracy, and correct any deficiencies.
• Send all timecards to shared services and file after Shared services respond with “Entered”.
• Enter all information on work orders in the ERP system to include, but not limited to the below:
  • Correct Make, Model, and Serial Number.
  • Correct hour meter reading.
  • Correct ship to with street address not a PO Box.
  • Enter all comments on work orders.
• Give copies of PM work orders with write ups to the quoter.
• Give copies of work orders to parts department to ensure they order parts for work orders needing parts.
• Pull all special billing work orders and process according to the special customer PO sheet.
• Send all Fleet work orders to Medley fleet for them to close.
• Send all warranty work orders and timecards to warranty to close.
• File all close work orders in the appropriate customer folder.
• Ensure all invoices have the correct PO attached to them. If there is no PO, contact the customer to collect the correct PO for the invoice.
• At end of the day, pull “End of the Day” batch receipt, collect all credit card receipts, invoices matching those credit card receipts, and sent to accounts receivable. Copy credit card receipts and invoices and send originals to accounts receivable.
• Responsible for ordering office supplies monthly, unless need sooner.
• Responsible for branch petty cash and turn in the petty cash reimbursement report by the end of each month to the Controller.
• Assist branch accounts receivable specialist in any means possible.
• Assist customers in retaining their invoices, directing them to the correct person, and answer their questions if possible.
• Communicate any customer dispute to the operations manager by providing as much information as possible from the customer. Ensure to give the operations manager a copy of the disputed invoice.
• Address any complaints, questions, or concerns from internal and external customers. Disseminate and/or explain information to internal and external customers as well.
• Answer phones
• Assist, cover, train, and cross-train on other service office job duties.
• Perform other duties as assigned by the Operations Managers.

• High school diploma or equivalent

• Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
• Some knowledge of mechanics

• Good listening skills
• Good negotiation skills
• Excellent verbal and writing communication skills
• Good computer skills

• Demonstrate customer service orientation
• Ability to organize and manage multiple priorities

• Commitment to company vision and mission
• Must partner with service staff to ensure workflow runs smoothly
• Good Attitude