How do they match: Sales Engineers

  • Customer Success Manager

  • Collaborate with sales teams to understand customer requirements, to promote the sale of company products, and to provide sales support.
  • Confer with customers and engineers to assess equipment needs and to determine system requirements.
  • Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.
  • Document account activities, generate reports, and keep records of business transactions with customers and suppliers.
  • Plan and modify product configurations to meet customer needs.
  • Prepare and deliver technical presentations that explain products or services to customers and prospective customers.
  • Provide information needed for the development of custom-made machinery.
  • Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
  • Research and identify potential customers for products or services.
  • Train team members in the customer applications of technologies.

  • Advise customers on the use of products or services.
  • Contact current or potential customers to promote products or services.
  • Deliver promotional presentations to current or prospective customers.
  • Develop proposals for current or prospective customers.
  • Explain financial information to customers.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Identify potential customers.
  • Recommend products or services to customers.