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Inside Sales Representative / Project Manager PerforMax Global

C.H.I. Overhead Doors
Terre Haute, IN
  • Posted: 19 days ago
  • Other
Job Description
Salary: DOE


To provide support for the Area Sales Manager through quoting, order processing, internal follow-up, and organizing the sales pipeline.


Handle and coordinate all direct sales and key account projects. Responsible for providing top level customer service for all National Accounts.


  • Attend all required team meetings
  • Handle operational tasks including:
    • Quotes for all opportunities including complete doors, parts, and warranty
    • Order processing for all orders
    • Update all contact related data in Sales Force
    • Manage pipeline updates accordingly
    • Shop drawing communication with engineer and follow-up
  • Maintaining customer relationships if directly involved in customer communications (situational)
  • Customer communication can include order status, product knowledge and requests, pricing knowledge and requests, and follow-up
  • Work with finance on any orders processed on credit hold and assist in resolving any credit disputes
  • Partner with sales team to meet and exceed customer’s expectations
  • Performs other related duties as assigned by management.


  • Coordinate with the Director of National Accounts to understand project requirements
  • Shop drawing communication internally and externally
  • Responsible for all operation tasks including quoting and order processing (similar to inside sales)
  • Handle installation quotes, comparing pricing and efficiency to maintain profitability
  • Send purchase orders to installers and equipment suppliers as needed
  • Create project summary with cost breakdown and DI# in Salesforce
  • Schedule the installation and coordination with the installer and customer including freight coordination
  • Warranty fulfillment
  • Performs other related duties as assigned by management.


  • This job has no supervisory responsibilities.


  • Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
  • Computer skills required: Microsoft Office; Project Management Software
  • Other skills required: CRM experience preferred


  • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
  • Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly.
  • Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.


The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements.  Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

C.H.I. Overhead Doors


Terre Haute, IN
47804 USA



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