Inside Sales Representative / Estimator
23 Days Old
Salary: DOE
Role Overview:
The Sales Representative at Heaton Erecting, Inc. is responsible for establishing, maintaining, and expanding customer relationships while developing a strong base of recurring business. This role involves actively pursuing leads, providing competitive quotes, overseeing project planning and estimating, and managing projects through completion to ensure company deliverables are achieved. The Sales Representative also supports collections and accounts receivable as needed. This position reports directly to the Vice President / Sales Manager.
Key Responsibilities:
Alignment with Company Vision & Values Represent Heaton Erecting, Inc. with professionalism, integrity, and alignment with the companys mission, vision, and core values.
Contribute to company growth by delivering exceptional client service and strengthening customer relationships.
Support the achievement of company sales targets and business development initiatives.
Business Development & Customer Relationships Establish, build, and maintain relationships with new and existing customers to develop a recurring client base.
Actively contact leads and manage potential customer lists.
Meet with customers to assess project needs and develop competitive quotes.
Provide timely follow-up and maintain consistent communication to ensure client satisfaction.
Project Planning & Management Monitor delivery schedules and ensure equipment and personnel availability for assigned projects.
Compose site-specific project planning documentation to support safe and efficient execution.
Estimate and manage projects through completion, ensuring company deliverables are achieved.
Collaborate with operations and project management teams to ensure seamless job execution.
Records & Financial Support Maintain historical records of customer activity, project details, and regional sales data.
Support collections and accounts receivable processes as needed to maintain strong cash flow.
Administer and maintain accurate documentation in company systems, including NexGen and CRM platforms.
Additional Duties
Perform other related duties as assigned to support team objectives and business growth.
Preferred Requirements/Attributes:
Strong analytical, decision-making, and problem-solving skills.
Self-directed, motivated, and able to work effectively both independently and as part of a team.
Excellent interpersonal, communication, and sales skills.
Demonstrated project management abilities with proven time management and organizational skills.
Ability to exercise tact, courtesy, and ethics when dealing with vendors and customers.
Ability to read and interpret blueprints, shop drawings, and contractual documents.
Proficiency in Microsoft Office applications (Excel, Word, Outlook, Teams) and CRM software.
Must pass a drug test and background check.
Education and Experience:
High school diploma or GED equivalent required.
Bachelors degree in business, engineering, construction management, or related field preferred.
Experience in the crane and rigging industry highly preferred.
Experience with NexGen Fleet Management Software, 3D Lift Plan, and Snagit is a plus.
Physical Requirements and Working Conditions:
Prolonged periods of sitting at a desk and working on a computer.
Occasional exposure to job site conditions, including climbing stairs or ladders, walking varied indoor/outdoor terrain, and working in inclement weather.
Ability to lift and move objects up to 20 pounds occasionally.
Additional Requirements:
Ability to work effectively in a high-functioning team environment.
Must demonstrate the highest levels of integrity, honesty, and professionalism in all business interactions.
Key Performance Indicators (KPIs):
Monthly
Number of leads contacted and follow-ups completed
Accuracy and timeliness of quotes provided
Sales revenue generated vs. monthly target
Quarterly
Client retention and satisfaction rate
Conversion rate of proposals to awarded projects
Collections and accounts receivable performance
Annual
Year-over-year sales growth in assigned area
Expansion of customer base and recurring business
Achievement of gross margin goals on projects
Contribution to companys long-term strategic objectives
HEI Core Values:
Can-Do Mindset
Impact-Driven Decisions
Commitment
Servant Leadership
Quality Service
Growth
Conclusion:
The Sales Representative plays a key role in driving business development and client relationships for Heaton Erecting, Inc. By combining strong sales techniques, industry knowledge, and project management skills, this role ensures that client needs are met while supporting the companys goals for growth, profitability, and long-term success.
- Location:
- Forest Park
- Job Type:
- FullTime
- Category:
- Business