Territory Account Manager (Finance)

PRIMARY FUNCTION:

Establish Gregory Poole Equipment Company as an aggressive distributor of heavy Caterpillar and Allied equipment and of services that enhance safety and productivity in our customers' workplace. Maintain existing customer base while developing new customers by aggressively representing Gregory Poole Equipment Company and the equipment and services offered.

ESSENTIAL DUTIES:

Internal duties

• Responsible for sales of new equipment and services within designated territory.
• Represent Gregory Poole Equipment Company and its products and services to all present and potential customers.
• Develop customer preference for GPEC products and services in a manner consistent with the GPEC mission statement.
• Prepare all necessary paperwork in an accurate and timely manner; including price reports, quotes, call reports, expense reports, worksheets and sales reports.
• Conduct equipment studies, develop functional specifications, and perform project management as part of the sales cycle.
• Work with Credit/Finance Department to gather new account information and collect past due accounts.
• Prepare oral and written quotations.
• Prepare weekly call reports to summarize previous week's activities and to serve as a reminder for future callbacks.
• Use time wisely and maintain continuing customer and market awareness.
• Stay up-to-date with emerging technologies related to our product mix and with current methods and philosophies of the construction equipment industry.
• Assist management in preparation of sales projections.

External

• Maintain contact with existing customers to gain market awareness and increase Gregory Poole's percentage of business.
• Identify new accounts through cold calling and following all sales leads.
• Attend sales and product training sessions.
• Promote good customer relations through efficient handling of problems and expeditiously responding to customer needs.
• Participate in trade shows and special customer meetings.

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MINIMUM REQUIRMENTS:

Education:

Four- year degree from an accredited college with four years of direct sales experience in Equipment Sales or Product Support Sales preferably in tangible capital sales or an Associate's degree in a related field with six years of direct work experience.

Work Experience:

(See above)

Physical:

Be able to travel extended periods daily. Must be able to communicate in person and by phone with customers.

Other:

Must have intermediate level PC skills, preferably in MS Excel and Word. Understands customer motivations, sales cycle and the bidding process for consultative sales. Must possess strong time management skills and credit training.

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. 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.