Position Summary:
Provide pre-sale technical support to sales team for customers to review, understand, and develop technical requirements and design parameters of customer applications.
Results Statement:
Develop new or modified applications of CDI products and technology which are cost effective, reliable, manufacturable, and meet the customer’s needs.
Position Responsibilities:
Technical:
1. Analyze and determine engineering configurations and changes needed to fulfill customer’s requirements for equipment. Provide design criteria so that the sales staff, or company representatives, can prepare proposals, quotations and appropriate pricing for CDI technology and products.
2. Develop efficient, cost effective technical design of both equipment and controls that meet customer’s business and technical objectives.
3. Review final equipment proposals for technical validity, overall solution design, and validation of equipment configurations with the customer and company representative.
4. Acquire product expertise and monitor changes in assigned areas of specialization for markets, products, or applications. Provide information and/or training in those areas when called upon by the manager or others.
5. Build knowledge base on the key applications for CDI products. Generate and maintain product application notes, product application data sheets, and other documentation.
6. Develop expertise of CDI competitive products in various application environments and benchmark CDI products against competing products.
7. Contribute to the definition of new products.
8. Contribute to the understanding of market requirements, develop appropriate business plans, define the technical capabilities of products, and communicate the appropriate performance, characterization, test and manufacturing needs to other departments in order to achieve scheduled product release.
9. Answer technical questions about products from both internal and external sources.
10. Assist with technical planning and project management for complex installations.
11. Represent customer’s interests to sales, marketing, design, and manufacturing groups.
12. Apply knowledge of computer software tools, spreadsheets, word processors and data base software (such as CADD, Word, Excel, M2M, CBD) to ensure the highest level of productivity and accuracy.
Technical Presentations and Training
1. Prepare and deliver presentations and technical training on the Company and its services/products to internal staff, account managers, and customers. Travel to customer’s location to provide on-site presentations.
2. Participate in seminars, symposia, and technical exchange events.
Interpersonal:
1. Interact with company sales representatives to discuss needs, expectations, and appropriate modifications to meet the customers expectations and intended use of equipment.
2. Interface with customers on business and technical matters and propose improvements and solutions.
3. Be a mentor to other sales staff by sharing knowledge and best practices for design and use of CDI products and technologies.
4. Assist in the development of our representatives, including participating in sessions to update their technical staff on new products and features. Also, work with representatives when assisting customers.
Position-Specific Standards:
Measurable Work Standards:
1. Productivity/Motivation
a. Responds to an appropriate number of requests for quotations (RFQ) with proposals, submittals, and support (dollar amount may vary due to several factors).
b. Utilizes the best available pricing and technical information to prepare proposals and sales quotations which have the likelihood of generating acceptable product margins.
c. Has a positive influence in the submittal generation process and in “project managing” orders from release to shipment.
2. Timeliness
- Completes duties and reports on time.
- Performs work accurately and on time; meets schedule deadlines.
3. Customer Service
a. Responds to customers and sales representatives with quotations, proposals and confirmation within the allotted time.
Qualifications:
Education:
1. BS degree in Mechanical, Electrical, or Manufacturing Engineering, or equivalent experience and demonstrated performance.
2. HVAC industry training.
3. College level training in Materials Properties or Metallurgy, Thermodynamics, Strength of Materials, Calculus and Differential Equations, and Statistical Analysis.
Experience:
1. Experience with HVAC equipment, components and systems design and function.
2. Comprehensive understanding and prior utilization with Psychrometrics.
3. Prior design and/or sales support experience.
4. Previous selection, sizing, and design of various heat exchangers, air movers, filtration systems, and dehumidification systems.
5. Experience in facility surveys, measurements, understanding of materials of construction and resultant heat and moisture load analysis.
Capabilities:
1. Skills and Abilities:
a. (Required) A demonstrated working knowledge of HVAC equipment operation and design practices. In time, a thorough knowledge of the company’s products, equipment capabilities and engineering disciplines can be demonstrated.
b. (Required) Demonstrated computational skills involving higher level math including calculus, algebra and trigonometry.
c. (Required) Demonstrated abilities in print reading, and interpretation and application of dimensioning and tolerancing including tolerance analysis.
d. (Required) Ability to create spreadsheets and documents which meet professional standards of spelling, grammar and punctuation, and continuity.
e. (Required) An ability to communicate messages and technical information in both verbal and written formats; effectively instructing or persuading; making effective presentations.
f. Good probing, listening, and qualification skills.
2. Characteristics:
a. (Required) Focused on problem resolution management, results orientation, and being a professional.
b. (Required) Attention to detail as demonstrated in documentation and design and data accuracy.
c. High work commitment and standards of excellence.
d. A desire to achieve team results and continuous improvement.
e. A desire to learn and grow professionally.
3. Physical Requirements:
a. (Required) Willing and able to travel up to 20% of the time.
- Primarily a desk position but does involve a variety of sitting, standing, walking, bending, and reaching activities.
- (Required) Able to use a keyboard and a computer monitor.
