Counter Driver Associate

Position Purpose:

The Counter Sales w/ Backup Driver 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 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.

• Travel for the Counter Sales position is not a requirement; all duties and responsibilities are performed on-site at the designated sales counter location.

• 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.

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.

• Covers Back-up Driver responsibilities in a non-regulated truck

• Ability to work in varied conditions, including warehouses and outdoor environments.

• Willingness and ability to work overtime as needed during the peak season.

• Capability to pass a pre-employment drug test/background screening.

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, providing the ability to make informed recommendations to customers and contribute to the company's competitive edge.

• Familiar with the inventory processes, including cycle counts and stock replenishment, optimizing stock levels and reducing operational inefficiencies.

• Advanced skills in utilizing retail point-of-sale systems and common software applications, aiding in efficient order processing and accurate data entry.

• Current forklift certification and other relevant qualifications that enhance operational efficiency and safety in warehouse and shipping environments.

• Ability to adapt to changing job requirements and manage multiple tasks effectively in a high-paced environment, contributing to the team's overall performance.

• A high school diploma or equivalent is required for the Counter Sales position.

• Minimum of 2 years of relevant work experience