Reports To

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JOB DESCRIPTION
Job Title:
Filtration Specialist
Reports To:
Sales Manager
FLSA Status:
Exempt
Department:
Sales
Division:
Northern
Location:
Aston
DESCRIPTION: - The Filtration Specialist is tasked with growing sales and market share of filtration
product within the assigned geographic territory. Personally identifies contacts, and secures new
business / accounts.
KEY RESPONSIBILITIES
POSSESS: The skills and knowledge that enable them to identify customer needs, offer solutions that
meet these needs, and close orders for the sale of equipment and service that produce profitable sales
revenue.
COLLABORATE: Work with Tate Account Managers and Filtration product manufacturers to drive
profitable sales through joint and independent sales calls and the full implementation of the 4-Box
sales model.
BUDGET: The Filtration Specialist role will participate in the development of their annual sales budget.
The expectation is that the successful candidate will meet or exceed this sales budget through a
combination of sales activities including, cold calling, telemarketing, tech/marketing leads, social media
strategies, joint and individual on-site sales calls and relationship building activities.
REPORT: Utilizing Tate’s CRM system, report sales and market information including but not limited to
quotation activity, won/lost data, opportunity pipeline, sales forecasts, competitor analysis and market
share.
CHARACTERISTICS REQUIRED
CUSTOMER FOCUS: A passion for customer satisfaction.
SELF-MANAGEMENT: Develop Sales Plan, prioritize and complete tasks, delivering desired outcomes
within allotted time frames.
TEAM PLAYER: Cooperate with others to achieve individual and common goals. Interact with others in a
positive way.
ACCOUNTABILITY: Answerable for personal actions and results as well as those of others under direct
supervision.
PERSONAL DEVELOPMENT: Learn and implement new ideas, methods and technology.
INTEGRITY: Honest and conducts self with highest degree of integrity at all times.
EDUCATION, KNOWLEDGE, SKILLS
A four year degree in engineering or business development from an accredited university is preferred.
Expert communication skills required
Empathetic, with the capacity to perceive the feelings and attitudes of others is essential
Ability to teach and lead others is necessary
Technical knowledge of mechanical products is desirable. Mechanical aptitude and the ability to learn
is required.
Acknowledged, reviewed and received by: ____________________________________________
_____________________________________
Printed Name
2
____________________
Date
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