Applications Specialist I - Thermal Heat Trace

KEY RESULTS AREAS (“KRA”):

KRA #1 - Sales Mastery (30%)

• Exceptional Customer Experience
• Act as a responsive customer contact, documenting needs and escalating complex or non-standard requests to Application Specialists I, II or outside sales.
• Provide clear, timely quotes with specifications, standard startup options, and delivery timelines.
• Maintain regular written and verbal communication to increase customer touches and keep stakeholders informed.
• Business Partner to Outside Sales
• Support outside sales by preparing accurate quote details and responsible for accurate pricing.
• Gather background on previous transactions to help reduce unnecessary discounts and surface margin risks.
• Proactive Selling
• Identify simple cross-sell or up-sell opportunities and flag these to outside sales for follow up.
• Follow up on open quotes per guidance and maintain disciplined quote-to-order activities.

KRA #2 Technical Proficiency (25%)

• Solution Pursuit
• Evaluate incoming RFQs for completeness and recommend standard product options using principals’ sizing and quoting tools with oversight.
• Apply basic application knowledge to ensure appropriate product selection and escalate ambiguous applications.
• Product Knowledge
• Learn and apply knowledge across ECI solution offerings including instrumentation, gas detection, valves and actuation, services, and heat trace.
• Use vendor literature and internal resources to answer routine technical questions.
• Quotation and Bid Management
• Complete RFQs promptly with realistic product lead times.
• Assist in preparing bid specifications and complete bid packages as assigned.

KRA #3 Commercial Excellence (25%)

• Sales Cycle Process
• Own assigned tasks in the sales cycle from inquiry through order entry, ensuring accurate data entry and documentation.
• Process customer orders accurately and coordinate with logistics for standard delivery timelines.
• Monitor order status and provide routine updates to customers and internal teams.
• CRM Proficiency
• Enter and maintain inquiries, quotes, and order records in CRM and internal systems following established standards.
• Keep CRM data current and support the team by sharing accurate information.
• Compliance and Guidelines
• Follow ECI and principal standard operating procedures for quoting and order execution.
• Ensure quotes and order paperwork conform to company policy and escalate terms or PO risks to management.
• Stock and Cost Awareness
• Consider ECI stock availability and standard order types when preparing quotes and consult with senior staff on cost-effective options.

KRA #4 Other duties as assigned (10%)

• Perform additional tasks and participate in team initiatives, training, and process improvement activities as requested.

REQUIRED KNOWLEDGE, SKILLS, & ABILITIES: (To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and ability required.)  

EDUCATION/REQUIRED: Bachelor’s degree in a technical field (Mechanical, Chemical, Electrical Engineering) or equivalent experience preferred.

CREDENTIALS: N/A

EXPERIENCE: 0–2 years relevant experience; internships, co-ops, or technical coursework acceptable.

TECHNICAL SKILLS: Working knowledge of Microsoft Office; familiarity with CRM platforms desirable.

ABILITITIES: Able to follow documented procedures, learn vendor sizing tools, communicate professionally, and escalate appropriately.

Acceptable substitutes

• Associate degree plus 1–3 years hands-on technical experience (field tech, commissioning tech, instrumentation technician).
• Technical certificate programs, bootcamps, or trade school with relevant coursework and demonstrable practical work.

PHYSICAL DEMANDS/WORK ENVIRONMENT: 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.

• Primary environment: ambient room temperatures, lighting and traditional office equipment as found in a typical office environment
• Individuals may need to sit or stand as needed. 
• May require walking primarily on a level surface for periodic periods throughout the day. 
• Reaching above shoulder heights, below the waist or lifting as required in order lift documents and other items throughout the workday.
• Proper lifting techniques required. May include lifting to 10 pounds on occasion. 
• Occasional visits to manufacturing or customer sites may require use of personal protective equipment such as safety glasses and hearing protection. The performance of this position may occasionally require exposure to the manufacturing areas where under certain areas require the use of personal protective equipment such as safety glasses with side shields and mandatory hearing protection.