Sales Executive

# JOB DESCRIPTION – INSIDE SALES ENGINEER

**Company:** Synergie Controls & Systems Pvt. Ltd.

**Location:** Taloja, Navi Mumbai, Maharashtra

**Department:** Sales & Business Development

**Position:** Inside Sales Engineer

**Employment Type:** Full-Time

**Work Mode:** Hybrid – Taloja Office + Work from Home as per company policy

**Reporting To:** Sales Manager / Head – Business Development

## 1. Job Purpose

The Inside Sales Engineer will be responsible for **generating and qualifying sales enquiries, customer follow-up, preparing and coordinating quotations, maintaining the sales pipeline, and converting enquiries into orders**.

The candidate will work closely with the **Sales, Estimation, Engineering, Purchase, Stores and Project teams** to ensure timely response to customers and effective closure of business opportunities.

The role is particularly focused on Synergie's **Industrial Automation, Siemens products, PLC/HMI/SCADA, Drives, Control Panels, MCC/PCC Panels, automation projects and services**.

## 2. Key Responsibilities

### A. Lead Generation & Customer Development

- Generate new leads through:

- Cold calling

- Email campaigns

- LinkedIn

- Existing customer references

- Online enquiries

- Industrial databases

- Customer mapping

- Identify potential customers in:

- Steel and metals

- Manufacturing industries

- OEMs

- EPC contractors

- System integrators

- Panel builders

- Pharma

- Food & Beverage

- Packaging

- Water treatment

- Cement, glass, rubber, sugar and other industries

- Develop and maintain a database of prospective customers.

- Identify decision-makers such as Purchase, Electrical, Automation, Maintenance, Projects and Plant Heads.

### B. Enquiry Management

- Receive and understand customer enquiries.

- Review technical requirements, BOQ, BOM, specifications and drawings.

- Clarify missing information with customers.

- Register every enquiry in the CRM/system.

- Categorize enquiries based on product, project value, customer and probability.

- Ensure no enquiry or customer follow-up is missed.

### C. Quotation & Pre-Sales Support

Coordinate with the estimation and engineering teams for preparation of:

- Siemens PLC quotations

- HMI and SCADA solutions

- VFD / AC & DC Drive quotations

- PLC/Automation Panels

- MCC/PCC/LT Panels

- Control Desks

- DCS / PCS7 solutions

- Retrofit and migration projects

- Automation modification and upgradation

- AMC and service requirements

Support preparation of **BOQ/BOM, technical offers and techno-commercial quotations**.

### D. Customer Follow-Up

- Follow up systematically on all submitted quotations.

- Understand the customer's feedback, competition and expected order date.

- Record quotation status in CRM.

- Follow up for:

- Technical approval

- Commercial negotiation

- Purchase order

- Payment

- Dispatch

- Maintain a daily follow-up schedule.

- Escalate high-value or critical opportunities to the Sales Manager.

### E. Sales Conversion

- Work towards converting enquiries into orders.

- Understand why an enquiry is lost and record the reason.

- Track:

- Enquiry value

- Quotation value

- Expected order value

- Probability

- Expected order date

- Competitor

- Gross margin

- Support negotiation with customers within approved company limits.

- Identify opportunities for repeat business and additional products.

### F. CRM & Sales Reporting

Maintain accurate and updated information in **Zoho CRM / company sales systems**.

Daily update should include:

- New enquiries

- Calls made

- Customer discussions

- Quotations submitted

- Follow-ups completed

- Orders received

- Lost enquiries

- Next action and follow-up date

Prepare regular:

- Daily sales activity report

- Weekly enquiry report

- Sales pipeline report

- Quotation follow-up report

- Order conversion report

- Lost enquiry analysis

### G. Customer Relationship Management

- Maintain professional communication with customers.

- Develop long-term relationships with existing customers.

- Regularly contact inactive/old customers.

- Identify new requirements from existing customers.

- Generate opportunities for:

- Retrofit

- PLC migration

- Drive replacement

- Panel modification

- Automation upgradation

- Service

- AMC

- Spares

- New projects

### H. Coordination with Internal Teams

Coordinate closely with:

**Sales → Estimation → Engineering → Purchase → Production → Testing → Projects → Accounts**

Ensure proper communication of customer requirements and commercial commitments.

## 3. Technical Knowledge Required

Candidate should have basic understanding of:

- Siemens PLC – S7-1200 / S7-1500

- HMI

- SCADA / WinCC

- AC Drives / VFD

- DC Drives

- MCC / PCC / LT Panels

- PLC Automation Panels

- Control Panels

- Electrical components

- Motors and basic electrical systems

- Industrial automation

- Basic electrical drawings and BOQ/BOM

Knowledge of **Siemens automation products** will be strongly preferred.

## 4. Qualification

**Diploma / B.E. / B.Tech** in:

- Electrical Engineering

- Electronics Engineering

- Electronics & Telecommunication

- Instrumentation Engineering

- Automation Engineering

MBA/PG Diploma in Sales & Marketing will be an advantage.

## 5. Experience

**Experience:** 1–5 years preferred.

Candidates with experience in:

- Industrial Automation

- Electrical products

- Control Panels

- Siemens products

- Industrial B2B sales

- Technical sales

- Inside sales

- Electrical/automation distribution

will be preferred.

Freshers with strong communication skills and technical knowledge may also be considered for a trainee/entry-level position.

## 6. Required Skills

### Technical Skills

- Basic knowledge of PLC, HMI, SCADA and Drives

- Understanding of electrical panels and automation products

- Ability to understand BOQ/BOM

- Basic technical proposal understanding

### Sales Skills

- Lead generation

- Cold calling

- Customer follow-up

- Enquiry handling

- Quotation follow-up

- Negotiation

- Order conversion

- Customer relationship management

### Software Skills

- MS Excel

- MS Word

- PowerPoint

- CRM software – preferably Zoho CRM

- Email communication

- Basic knowledge of ERP systems will be an advantage

### Behavioural Skills

- Good spoken and written English

- Good communication skills

- Positive attitude

- Strong follow-up discipline

- Target-oriented approach

- Ability to work independently

- Good coordination skills

- Professional customer handling

- Willingness to learn

## 7. Hybrid Work Model

This position will follow a **hybrid working model**.

The employee may work from home for defined inside-sales activities such as:

- Customer calling

- Email follow-up

- CRM updating

- Lead generation

- Quotation follow-up

- Sales reporting

However, the employee must attend the **Taloja office whenever required** for:

- Sales meetings

- Internal coordination

- Product/technical training

- Quotation discussions

- Customer meetings

- Sales reviews

- Team meetings

- Important project discussions

**Work-from-home is subject to performance, discipline, availability and management approval.**

## 8. Key Performance Indicators – KPIs

The employee will be evaluated on:

| KPI | Measurement |

|---|---|

| New Leads | Number of qualified leads generated |

| Customer Calls | Daily/weekly activity |

| Enquiries | Qualified enquiries generated |

| Quotations | Number and value of quotations |

| Follow-Up | % of quotations followed on time |

| Conversion | Enquiry-to-order conversion % |

| Sales | Monthly / annual order value |

| New Customers | Number of new active customers |

| CRM Discipline | 100% enquiry and follow-up updating |

| Lost Enquiries | Proper reason and analysis |

| Collection Support | Coordination for payment follow-up |

## 9. Sales Target Responsibility

The Inside Sales Engineer will be given **monthly, quarterly and annual sales targets**.

The employee is expected to build a healthy sales pipeline rather than only depend on enquiries received from existing customers.

Performance will be evaluated based on:

**Lead Generation → Qualified Enquiry → Quotation → Follow-Up → Conversion → Order Value → Gross Margin**

## 10. Preferred Candidate Profile

We are looking for a candidate who is:

- Technically inclined

- Comfortable speaking with customers

- Strong in follow-up

- Target-oriented

- Comfortable with telephone-based sales

- Good in Excel and CRM

- Interested in industrial automation

- Willing to learn Siemens products

- Capable of working independently in a hybrid environment

- Focused on converting enquiries into business

## 11. Compensation & Incentives

Salary will be based on **experience, technical knowledge and sales capability**.

Performance-based incentives may be provided based on company sales and incentive policy.

## 12. Career Growth

A successful candidate can grow into:

**Inside Sales Engineer → Senior Inside Sales Engineer → Technical Sales Engineer → Sales Manager → Business Development Manager**

## 13. Important Requirement

**This is not a simple telecalling position.**

The candidate must be capable of understanding the customer's **technical requirement, coordinating with the engineering/estimation team, following up commercially and contributing to actual order conversion.**