Services Advisor II

SUMMARY:
Under limited supervision the Services Advisor II travels to customer locations to identify
products and services that Motion can sell to our customers. This role analyzes data
creates detailed reports and makes specifications after assessing customer needs. The
Service Advisor II works closely with a sales team to travel to customer locations.

JOB DUTIES
Manages every aspect of site assessments including pre-assessment preparations the
site assessment itself and post-assessment assignments to ensure team success.
Travels to customer locations typically with a team as a lead to assess specific
customer systems and identify products and services that Motion can sell to our
customers.
Assesses customer needs and develops reports based on data during customer site
visits which includes quotes technical specifications and pricing considerations.
Researches customer technical specifications and requirements with current or potential
technical specifications of our products.
Analyzes customer data to make technical recommendations for customers.
Designs custom solutions in accordance with customer specifications.
Finalizes technical reports for customers and account representatives to include
proposals technical specifications quotes and pricing considerations.
Presents the technical sales briefings to customers.
Leads post-sale product configuration.
Acts as a liaison between customers vendor partners local branches utility companies
and/or contractors to ensure solutions are implemented appropriately.
May conduct technical user training and product briefings.
May cross-references customer data with our market basket tool to pull historical cost
data on products.
May guide and coach lower level Services Advisiors.
Performs other duties as assigned.

EDUCATION & EXPERIENCE
Typically requires a high school degree or GED and three (3) to five (5) years of related
experience or an equivalent combination.

KNOWLEDGE SKILLS ABILITIES
Ability to communicate clearly concisely and effectively both verbally and in written
communication.
Strong organization and project management skills.
Ability to develop and maintain relationships with internal employees vendor partners
and external customers.
Ability to develop original reports and proposals for customers.
Excellent analytical skills.
Ability to collaborate and work with a highly diverse set of internal and external partners.
High-level math skills.
Proficient with Microsoft Office.

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