Description

SUMMARY

Responsible for assisting the Account Managers with entering, monitoring and managing of Opportunities. Typically requires a One-year certificate from college or technical school; or six (6) months to two (2) years of related experience and/ or training; or equivalent combination of education and experience. This is a Hybrid role.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

· Provides a key integrated role with Account Managers to provided effective use and compliance of the Vantive CRM tool.

· Enters Opportunities in the CRM as requests for proposals come in.

· Receives requests from customers and links them to the Opportunity in Vantive.

· Runs Actuate Reports. Both Bid Report and follow up reports.

· Forwards Opportunity/proposal to list of bidders.

· Maintains Opportunity/proposal files. Both electronically linking documents to Opportunity in Vantive and manual file.

· Assists in finding, entering, editing and managing critical data on Opportunities. (Site, Owning Company, Equipment, etc)

· Assists Account Managers in follow up details after the Opportunities have bid.

· Responsible for general administrative functions to support the Sales process.

· Flexibility to work overtime/weekends, as required.

Skills & Qualifications

QUALIFICATIONS:

Experience working in a CRM, ideally Vantive

HVAC industry experience preferred

Microsoft Office skills

EDUCATION and/or EXPERIENCE:

One-year certificate from college or technical school; or six (6) months to two (2) years of related experience and/ or training; or equivalent combination of education and experience. Working knowledge of office equipment and Microsoft Office products. Familiarity with the operation of Energy Management Systems, HVAC Systems and/or Temperature Controls preferred.

LANGUAGE SKILLS:

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

CERTIFICATES, LICENSES, REGISTRATIONS:

Valid Driver’s License (occasional errands)

PHYSICAL DEMANDS:

The physical demands described here are 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.

While performing the duties of this job, the employee is regularly required to sit, use hands to operate computer keyboard and telephone

Pay and Benefits

The pay range for this position is $20.00 - $22.00

• Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in South Salt Lake,UT.

Application Deadline

This position will be accepting applications until Jan 10, 2025.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.