Counter Sales

Position Purpose: The Counter Sales role is a key customer touchpoint, responsible for accurate order entry and smooth customer interactions. The position requires strong multitasking skills, including processing orders, maintaining inventory accuracy, and coordinating logistics to support delivery timelines. By demonstrating professionalism, honesty, and respect, this role helps deliver an exceptional customer experience and reinforces the Heritage Family of Companies reputation for quality and reliability. Key Responsibilities Provide exceptional customer service by effectively interacting with clients through phone, email, and in-person consultations, maintaining a courteous and professional demeanor at all times. Accurately process and manage customer transactions at the sales counter using the company’s computer system to ensure efficient and precise order fulfillment. Deliver expert product recommendations and pricing information, tailoring solutions to meet customer needs and maximizing sales potential. Create detailed sales orders and quotes, utilizing customer measurements to estimate material needs and project costs with accuracy. Coordinate and schedule truck deliveries with precision, ensuring optimal logistics and customer satisfaction. Contribute to inventory management by participating in cycle counts, order picking, staging, replenishment, and shipping/receiving activities. Collaborate with management and team members to communicate customer needs and special order material requests, enhancing product offerings and service delivery. Maintain a clean and organized work environment, promoting operational efficiency and adherence to safety standards. Work collaboratively with warehouse and sales team members to ensure efficient operations and exceptional customer service. Maintain clear and effective communication with management and colleagues, executing duties with a focus on organizational goals and customer satisfaction, in alignment with company policies and objectives. Other duties as assigned. Direct Manager / Direct Reports: Reports directly to the Branch Manager. This role does not include any direct reports. Travel Requirements: Travel for the Counter Sales position is not a requirement; all duties and responsibilities are performed on-site at the designated sales counter location. Physical Requirements: This role operates in both office and warehouse environments and involves extended standing and walking, frequent use of hands for computer and order-processing tasks, and lifting up to 75 lbs., with regular lifting up to 50 lbs. It requires clear verbal communication and the ability to manage multiple tasks in a fast‑moving setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job, ensuring compliance with the Americans with Disabilities Act (ADA). Working Conditions: Position is an on-site role at our sales location, offering a dynamic environment with direct customer and team interaction. It requires adaptability, efficiency, and the ability to work in a fast‑paced, deadline‑driven setting. Responsibilities include a mix of sales counter duties and warehouse tasks, supported by modern sales systems and a commitment to maintaining an organized workspace. Strong collaboration and clear communication with staff, management, and customers are essential to meeting the company’s service standards. This full‑time role runs Monday through Friday, with overtime during peak seasons, requiring flexibility and dedication. Minimum Qualifications Prior experience in a customer service or sales role is preferred; experience in managing customer relationships with a focus on customer satisfaction, retention, and loyalty, ensuring a personalized and positive purchasing experience. Proficiency in basic computer operations and internet navigation. Experience or familiarity with point-of-sale systems and order entry procedures. Demonstrated ability for clear and courteous communication in person, over the phone, and via email. Effective problem‑solving skills and resourcefulness in responding to customer inquiries and issues. Capability to handle physical demands, including lifting up to 75 lbs. regularly and 50 lbs. on a repetitive basis. Ability to work in varied conditions, including warehouses and outdoor environments. Honest, respectful, and courteous demeanor towards all customers and colleagues. Willingness and ability to work overtime as needed during the peak season. Capability to pass a pre‑employment drug test. Preferred Qualifications Bilingual proficiency in English and Spanish. Previous experience with irrigation or landscaping products. Forklift operation experience. Demonstrated capability to drive sales outcomes and achieve personal and team goals through excellent customer service and product knowledge. Comprehensive understanding of landscaping materials, tools, and trends. Familiar with inventory processes, including cycle counts and stock replenishment. Advanced skills in utilizing retail point-of-sale systems. Current forklift certification and other relevant qualifications. Ability to adapt to changing job requirements and manage multiple tasks effectively in a high‑paced environment. Minimum Education: A high school diploma or equivalent is required for the Counter Sales position. Preferred Education: An Associate Degree in Business Administration or a related field is considered advantageous. Minimum Years of Work Experience: Minimum of 2 years of relevant work experience. Certifications Forklift Operator Certification – valid certification demonstrating proficiency in safely operating forklifts. CPR and First Aid Certification – indicates ability to respond to potential emergency situations, promoting workplace safety. Competencies Demonstrates an unwavering commitment to customer satisfaction through attentive, courteous, and respectful interactions. Exhibits clear, concise, and efficient communication skills, crucial for relaying accurate information about products, pricing, and deliveries. Maintains a clean and orderly work environment, adeptly managing multiple tasks such as order entry, scheduling, and inventory management to optimize operations. Utilizes basic computer and internet skills effectively for order processing and sales transactions, leveraging familiarity with company‑specific systems. Pays meticulous attention to detail in creating sales orders and quotes, accurately assessing customer needs and measurements. Develops a foundational understanding of the company’s product offerings, enabling informed recommendations and solutions. Proactively identifies and resolves issues related to product availability, order discrepancies, and logistics. Engages positively with team members through clear communication, mutual respect, and cooperative effort. Job Location: Heritage Pool Supply – New Berlin, WI 16314 W Glendale Drive, New Berlin, WI 53151 As an Equal Employment Opportunity (EEO) employer, SRS Distribution Inc., including all its subsidiaries, provides job opportunities to qualified individuals without regard to race, color, creed, religion, national origin, sex, gender, age, disability, or any other characteristic in accordance with applicable federal, state, and local EEO laws. If you are an individual with a disability or a disabled veteran and require a reasonable accommodation in applying for any posted position, please contact Human Resources at View phone number on click.appcast.io or by email to View email address on click.appcast.io with the nature of your accommodation request and include the business name, location, and title of the job opening. Benefits: Competitive weekly/bi‑weekly pay, discretionary bonuses, 401(k) with company match, Employee Stock Purchase Plan, paid time off (vacation, sick, volunteer, holidays, birthday, floating), medical/dental/vision coverage, flexible spending accounts, company‑paid life insurance and short‑term disability, optional long‑term disability, and other benefits. All benefits subject to eligibility. #J-18808-Ljbffr SRS Distribution