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"Sales Engineer"
Job Description - Part 1 - Duties and Tasks

Basic Job Description:

Sell business goods or services, the selling of which requires a technical background equivalent to a baccalaureate degree in engineering.

Part 1
Duties / Tasks
Part 2
Part 3
Part 4
Part 5


Job Duties and Tasks for: "Sales Engineer"

1) Arrange for demonstrations or trial installations of equipment.

2) Attend company training seminars to become familiar with product lines.


3) Collaborate with sales teams to understand customer requirements, to promote the sale of company products, and to provide sales support.

4) Confer with customers and engineers to assess equipment needs, and to determine system requirements.

5) Create sales or service contracts for products or services.


6) Develop sales plans to introduce products in new markets.

7) Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.

8) Identify resale opportunities, and support them to achieve sales plans.

9) Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments.

10) Plan and modify product configurations to meet customer needs.

11) Prepare and deliver technical presentations that explain products or services to customers and prospective customers.

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12) Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.

13) Research and identify potential customers for products or services.

14) Secure and renew orders and arrange delivery.


15) Sell products requiring extensive technical expertise and support for installation and use, such as material handling equipment, numerical-control machinery, and computer systems.

16) Visit prospective buyers at commercial, industrial, or other establishments to show samples or catalogs, and to inform them about product pricing, availability, and advantages.

17) Attend trade shows and seminars to promote products or to learn about industry developments.

18) Diagnose problems with installed equipment.

19) Document account activities, generate reports, and keep records of business transactions with customers and suppliers.

20) Maintain sales forecasting reports.

21) Provide information needed for the development of custom-made machinery.

22) Provide technical and non-technical support and services to clients or other staff members regarding the use, operation, and maintenance of equipment.

23) Report to supervisors about prospective firms' credit ratings.

24) Train team members in the customer applications of technologies.

25) Write technical documentation for products.

Job Description for "Sales Engineer" continued here...

Part 1
Duties / Tasks
Part 2
Part 3
Part 4
Part 5

"Sales Engineer"   Holland / RIASEC Career Code:  E-R-I        SOC:  41-9031.00


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