Technical Sales Associate

Role Details:

Business, Location:

X-Ray Technology, Scotts Valley

Role:

Technical Sales Associate

Reports to:

Sales and Product Manager

Key relationships:

No direct reports

Primary Purpose:

Ensures accurate, timely and efficient execution of the sales process while strengthening customer engagement, and building technical and customer-facing capabilities that support business growth.  

The Technical Sales Associate role provides opportunities to develop technical, commercial, and customer-facing skills. The successful individual will:

·         Develop a working knowledge of X-ray products, applications, and target markets.

·         Build confidence and effectiveness in customer-facing interactions.

·         Progress from supporting sales activities to managing assigned opportunities with increasing independence.

·         Develop commercial awareness and an understanding of the sales process from lead generation through order fulfilment.

·         Build the technical and relationship-management skills required for future territory or account management responsibilities.

Key Responsibilities

Standards of Performance

Execute inside sales processes including quotation support, order entry, order acknowledgement, and CRM/ERP data management

Quotations, orders, and acknowledgements processed accurately and within agreed timelines. CRM and ERP records maintained accurately and completely.

Maintain accurate, timely records of customer interactions, opportunities, and sales activities within internal systems

Customer and opportunity data maintained accurately and supports reliable pipeline reporting.

Coordinate with production, logistics, and finance to ensure accurate order fulfillment and delivery schedules

Orders fulfilled with no avoidable delays resulting from incomplete or inaccurate information.

Serve as a primary point of contact for inbound customer inquiries, providing timely and professional responses

Customer inquiries addressed accurately, professionally, and within agreed response times.

Support preparation of quotations, proposals, and commercial documentation for the sales team

Quotations, proposals, and commercial documents delivered accurately and within agreed deadlines.

Develop working knowledge of X-ray products, applications, and target markets to support customer needs

Demonstrates increasing product, application, and market knowledge in support of customer requirements.

Collaborate with engineering and product management to understand product capabilities and support application-based quoting

Proposed solutions accurately reflect product capabilities and customer requirements.

Support pipeline development activities including lead qualification, opportunity tracking, and follow-up

Qualified opportunities progress through the sales process with timely updates and follow-up actions.

Identify opportunities within existing accounts and assist in developing customer engagement strategies

Contributes to growth within existing accounts through proactive customer engagement and opportunity identification.

Participate in customer meetings, technical discussions, and field sales activities as capabilities develop, progressing toward ownership of sales opportunities

Assumes increasing responsibility for customer-facing activities and assigned sales opportunities.

Key Capabilities

 Standards of Performance

Proactivity

Identifies where improvements can be made to processes.  Uses past mistakes as a form of learning and is open to instruction and new process integration. 

Customer focus

Has an appreciation of the requirements of internal and external customers.  Establishes good customer relationships.  Has a strong customer orientation. Understands OI’s external and internal customer base and basic requirements of this. 

Management and organisation

Plans in order to meet own objectives. Puts in place monitoring processes and makes appropriate adjustments when progress is not as planned or when requirements change. Plans own time to maximum effect. High level of personal organization.

Problem solving and decision making

Relates data from different sources to reach logical conclusions. Recognises and acts within the limits of own delegated authority.  Reaches decisions in an objective manner without compromising product quality and with an understanding of the interests of the business.

Communication

Uses communication skills effectively in one-to-one. Listens actively and respects the views of others even if they are not agreed with.  Ability to listen objectively. Adjusts style of communication according to the needs of the audience.

Influencing

Establishes credibility and trust with customers and colleagues to advance opportunities and achieve business objectives.

Education / Qualifications:

BA/BS degree or equivalent experience.

• 1–3 years of experience in sales support, customer service, technical sales, or a related business environment preferred.
• Strong written and verbal communication skills.
• Proficient with Microsoft Office applications, particularly Excel, Word, PowerPoint, and Outlook.
• Experience using CRM systems and ERP/business management software preferred.
• Ability to learn technical products, applications, and market requirements.
• Comfortable working with numerical data sets to identify trends, support decision-making, and ensure accurate business reporting.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

Physical Requirements:

• Work is primarily performed in an office environment using standard office equipment and computer systems.
• Ability to sit, stand, and use a computer for extended periods.
• Ability to occasionally lift and carry materials, samples, or packages up to 25 lbs.
• Ability to travel occasionally for customer visits, trade shows, training, and company meetings.
• Ability to communicate effectively in person, by telephone, and through electronic communication platforms.

Personal Qualities:

• Demonstrates interest and aptitude for expanding technical, commercial, and customer-facing responsibilities.
• Customer-focused with a commitment to delivering exceptional customer experiences.
• Applies analytical thinking to evaluate opportunities, prioritize activities, and support customer-focused solutions.
• Comfortable working with numerical data and performance metrics to support forecasting, pipeline management, account development, and strategic decision-making.
• Highly organized with strong attention to detail and follow-through.
• Proactive, self-motivated, and eager to learn new products, applications, and markets.
• Strong interpersonal and relationship-building skills.
• Demonstrates professionalism, integrity, accountability, and sound judgment.
• Works effectively across sales, engineering, operations, finance, and customer service teams.
• Adaptable and resilient in a dynamic business environment.
• Applies practical, solutions-oriented problem-solving skills.

Compensation: In accordance with California law, the expected salary for this full-time, benefited position is between $65,000 - $75,000. The actual compensation will be determined considering factors such as relevant skills and experience and other factors permitted by law.  

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