Automation inside sales

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:

KPIMeasurement

New LeadsNumber of qualified leads generated

Customer CallsDaily/weekly activity

EnquiriesQualified enquiries generated

QuotationsNumber and value of quotations

Follow-Up% of quotations followed on time

ConversionEnquiry-to-order conversion %

SalesMonthly / annual order value

New CustomersNumber of new active customers

CRM Discipline100% enquiry and follow-up updating

Lost EnquiriesProper reason and analysis

Collection SupportCoordination 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.