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Description
Sell industrial machinery and automation equipment for wholesalers or manufacturers, using technical knowledge of mechanical, electrical, and control systems to match solutions to production needs; typically requires at least two years of postsecondary technical education.
Job tasks Attributes
  • • Answer customer questions about machinery specifications, pricing, availability, financing, or credit terms.
  • • Quote prices, delivery lead times, and bid specifications for equipment and options.
  • • Emphasize machine features and capabilities based on process needs and technical requirements.
  • • Negotiate prices, discounts, and terms of sale or service agreements.
  • • Maintain customer and opportunity records in automated CRM systems.
  • • Collaborate with sales engineers and product specialists on strategies and market information.
  • • Prepare proposals and presentations detailing equipment specifications, layouts, and applications.
  • • Provide customers with ongoing technical support and coordinate with service teams.
  • • Inform customers about delivery schedules, installation windows, warranties, and service plans.
  • • Visit plants and job sites to assess needs, gather measurements, and promote solutions.
  • • Complete expense reports, call reports, forecasts, and other paperwork.
  • • Provide feedback to engineering and product teams on customer requirements and field issues.
  • • Arrange rigging, installation, commissioning, and operator training.
  • • Calculate total cost of ownership, throughput gains, and ROI for proposed machinery.
  • • Consult with customer engineers and maintenance staff to resolve technical issues.
  • • Monitor equipment performance and utilization at customer sites to identify opportunities.
  • • Advise on safety, compliance, and proper use, including guarding, OSHA, and waste handling.
  • • Present information on energy efficiency, sustainability, and environmental impacts of equipment.
  • • Promote and sell equipment with energy-saving or environmentally responsible designs.
  • • Prepare and submit sales contracts, purchase orders, and RFP/RFQ responses.
  • • Contact new and existing industrial accounts to discuss solutions for their applications.
  • • Assist customers in selecting machines and configurations that meet specifications, codes, and budgets.
  • • Verify delivery and installation schedules align with project milestones or shutdowns.
  • • Identify prospects via industry directories, referrals, plant visits, and trade show leads.
  • • Advise customers on machine setup and operation to improve throughput and quality.
  • • Study manuals, drawings, and updates for new machinery and automation products.
  • • Attend trade shows and industry meetings to track market trends, technology, and regulations.
  • • Sell preventive maintenance agreements, spare parts packages, and service contracts.
  • • Demonstrate machinery operation at customer sites, demo centers, or virtually.
  • • Launch targeted sales campaigns to meet territory goals and quotas.
  • • Verify accuracy of bills of materials, configurations, and site utilities requirements.
  • • Verify customer credit, financing approvals, or lease terms.
  • • Distribute brochures, case studies, and demo materials.
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Source
Tasks & skills: O*NET occupational data (work activities, skills, knowledge). Learn more
Sources & Standards: This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
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