Technical Sales Engineer

Job Description

About The Company

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We are the definitive best-in-class provider of energy and utility data management solutions, serving major EPC firms and industrial operators across North America. Our integrated portfolio — spanning tank measurement, instrumentation and sensing, and inventory management software, enables customers to operate with greater precision, compliance, and efficiency. We are a performance-driven organization building a world-class commercial team to match our product ambition.

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About The Role

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This role provides dedicated inside sales support across three core product lines. The Technical Sales Engineer (TSE) must develop a working knowledge of each line's portfolio, customer base, and channel structure to effectively support proposals, orders, and distributor relationships. The Technical Sales Engineer (TSE) is the operational backbone of our commercial organization — the individual who converts field activity into documented, trackable, closeable revenue. This role sits at the intersection of customer service, technical support, and commercial execution, working in close coordination with the outside Business Development Manager (BDM) team, distributors, and internal functions, including Technical Sales Engineers, Product Line Owners, and Operations. This is a commercially engaged, technically aware role that requires the ability to read and interpret specifications, build accurate proposals, track opportunities through the pipeline, and ensure every customer interaction reinforces our standard of excellence. The TSE serves as the primary point of continuity for distributors and customers when the field team is traveling, a trusted, responsive, and knowledgeable partner.

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Responsibilities

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PRODUCT LINE SCOPE

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• Tank Gauging & Safety
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• Instrumentation
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• Inventory Management Systems
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• Sensing
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• Software
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ROLE OVERVIEW

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• Provides dedicated inside sales support across three core product lines.
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• Develop a working knowledge of each line's portfolio, customer base, and channel structure to effectively support proposals, orders, and distributor relationships.
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• Convert field activity into documented, trackable, closeable revenue.
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• Work at the intersection of customer service, technical support, and commercial execution in close coordination with the outside Business Development Manager (BDM) team, distributors, and internal functions, including Technical Sales Engineers, Product Line Owners, and Operations.
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• Read and interpret specifications, build accurate proposals, track opportunities through the pipeline, and ensure every customer interaction reinforces our standard of excellence.
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• Serve as the primary point of continuity for distributors and customers when the field team is traveling.
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CORE RESPONSIBILITIES

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Proposal Development & Quotation Management

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• Build accurate, complete, and timely proposals across three product lines in response to customer and distributor inquiries.
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• Review customer specification sheets, drawings, and RFQ documentation to ensure all proposals are technically aligned and commercially competitive.
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• Identify alternative or complementary product configurations that better serve the customer application or expand the scope of the opportunity.
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• Coordinate with TSEs and Product Line Managers on non-standard, engineered, or complex applications requiring technical sign-off before quoting.
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• Maintain proposal templates, pricing tools, and standard configurations to ensure consistency and speed across product lines.
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Specification Review & Technical Support

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• Review and interpret customer spec sheets, P&IDs, project specifications, and technical data sheets to confirm product suitability and application fit.
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• Flag specification gaps, conflicts, or compliance issues to the BDM and TSE teams before quote submission.
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• Assist in translating customer technical requirements into recommended product selections across tank gauging, instrumentation, sensing, and software categories.
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• Support the BDM in early-stage specification influence by identifying where our products can be written into project documents.
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Proposal Follow-Up & Pipeline Support

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• Conduct structured, disciplined follow-up on outstanding proposals — tracking status, timing, competitive dynamics, and decision-maker activity.
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• Maintain current opportunity status in CRM with accurate probability, expected close date, and revenue value for every open quote.
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• Partner with BDMs to advance proposals toward close, coordinating pricing adjustments, technical clarifications, and competitive responses as needed.
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• Escalate stalled or at-risk opportunities to the BDM and CCO with sufficient advance notice to allow for intervention.
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Order Entry & Processing

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• Enter orders accurately and completely in accordance with our order entry standards — capturing the right product, configuration, pricing, shipping, and lead time information.
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• Review order acknowledgments for accuracy before confirming to the customer or distributor.
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• Coordinate with Operations and Supply Chain on lead times, shipping schedules, expedite requests, and order exceptions.
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• Manage order change requests, cancellations, and modifications in coordination with Operations and the BDM team.
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• Ensure every order reflects properly documented terms, pricing approvals, and customer PO requirements.
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Distributor Support

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• Serve as the primary inside contact for distributor partners supporting three product lines.
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• Respond to distributor inquiries on pricing, availability, lead times, order status, technical questions, and proposal support in a timely, professional manner.
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• Support distributor training on product configurations, quoting processes, and CRM/portal usage.
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• Assist BDMs in preparing for quarterly distributor business reviews by compiling quote activity, order history, and pipeline status data.
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• Flag distributor performance trends — proposal conversion rates, order volumes, engagement levels — to the BDM and CCO.
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Outside Sales Team Support

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• Function as the operational and commercial extension of the BDM team, handling inside tasks so field reps remain focused on customer-facing activity.
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• Coordinate pre-call preparation, including product availability, pricing, prior order history, and open quote status for BDM customer visits.
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• Assist in follow-up communications, customer correspondence, sample requests, and demo coordination on behalf of the BDM team.
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• Proactively communicate project updates, order milestones, and customer feedback to the assigned BDM to maintain
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