business development Executive

Job Detail 

MSA Instruments is hiring Sales Engineers / Executives for business development and account management across Eastern India. As an Authorised Channel Partner for Siemens and Honeywell, we welcome both engineering graduates and commercially driven non-engineers who excel at field sales. If you have a passion for traveling, meeting factory clients, and closing business deals, we encourage you to apply.

Key Responsibilities & Duties

1. Managing Existing Customers

• Maintain Regular Contact: Keep in touch with our current factory clients, maintenance managers, and purchase teams through phone calls, messages, and regular site visits.
• Secure Repeat Orders: Check on their current inventory to secure recurring orders for replacement parts, upgrade tools, and consumables.
• Introduce Expanded Solutions: Show our current clients products that can further improve their factory efficiency or plant safety.

2. Bringing in New Customers

• Find New Buyers: Explore industrial zones to spot new manufacturing plants, upcoming factory setups, or workshops that need our systems.
• Make First Connections: Walk into, Email or Call new factories, to introduce our company’s product range, and connect with the right decision-makers (like Plant Heads or Purchase Officers).

3. Sales Strategy, Traveling, Deals & Deliveries

• Plan & Strategize: Plan your weekly and monthly sales schedule to ensure maximum territory coverage.
• Field Traveling: Frequently travel within your assigned industrial region to meet clients face-to-face and build strong field relationships.
• Conduct Product Demonstration Sessions: Organise online / offline product demo sessions for existing and / or new / potential customers.
• Create Price Quotations: Review what the customer needs and prepare clear, accurate price offers with support from the Inside Sales Team.
• Negotiate & Close Orders: Discuss discounts, payment terms, and delivery schedules with clients to finalize profitable sales orders.
• Coordinate Deliveries & Payments: Work with our logistics team to ensure items are delivered safely on time, and assist in completing the loop by helping the Accounts Receivable team in payment collection.

4. Customer Support & Problem Resolution

• Handle Product Issues: Act as the first point of contact if a client faces a problem with a delivered item or system.
• Resolve Conflicts Smoothly: Listen patiently to customer complaints regarding delays, wrong parts, or technical glitches, and coordinate with our the relevant OEM’s technical team to have the issue resolved quickly.
• Provide Basic Post-Sale Support: Ensure the client is satisfied with how the product is working and maintain a high level of customer trust.

5. Reporting & Updates

• Daily Sales Logging: Maintain a simple, clear record of your daily calls, client visits, and pending deals.
• Provide Progress Reports: Share regular weekly or monthly sales updates and field feedback with your manager

6. Market Awareness

• Understand the Market Landscape: Observe general industry preferences and note alternative instrumentation or automation setups commonly used across the territory.
• Track Industry Trends: Stay updated on standard market pricing, alternative product features, and common customer preferences in the region.

Key Skills Required for the Role

Part A: For Candidates WITH an Engineering Degree (Technical & Sales Skills)

Qualification: B.E. / B. Tech - (Instrumentation / Electronics / Electrical / Mechanical)

Technical Product Knowledge: Process Instrumentation, Industrial Automation, PLC, SCADA, VFD, Gas Detection Systems, Transmitters, Control Valves.

Engineering Tools & Data: Reading Engineering Drawings, Technical Datasheets, P&ID Diagrams, Technical Compliance, Tender Specifications.

Sales & Solution Design: Technical Sales, Engineering Sales, B2B Industrial Sales, Solution Pitching, ROI Calculation, Product Demonstration.

Part B: For Candidates WITHOUT an Engineering Degree (Commercial & Relationship Skills)

Qualification: B.Sc., B.A, B.Com, Diploma – (Instrumentation, Electronics & Telecommunication, Electrical)

Field Sales & Business Development: B2B Sales, Industrial Sales, Field Sales, Territory Mapping, Lead Generation, Cold Calling, Corporate Sales.

Account Management: Client Relationship Management, Customer Retention

Commercial Operations: Tender Process, GeM, Price Estimation, Commercial Quotations, Pricing Strategy, Contract Negotiation..

Company & Team Overview

Planview's mission is to build the digital future of connected work — empowering business, technology, and transformation leaders to accelerate the achievement of the project and product initiatives that matter most. As the leading end-to-end platform for Strategic Portfolio Management (SPM) and Software Product Delivery, Planview's AI-powered solutions give leaders the strategic foresight to prioritize with precision, accelerate value delivery, and adapt with confidence.

Headquarters in Austin, Texas, with over 1,500 employees worldwide, Planview serves more than 3,000 customers and 3.1 million users globally, including 45 of the Fortune 100.

The Support Operations team is at the heart of Planview's customer experience, ensuring that enterprises around the world get the most value from Planview's industry-leading platform. As Planview expands its AI-first portfolio through continued innovation and acquisition, the Support Operations team plays a critical role in delivering consistent, high-quality technical assistance across a growing suite of solutions.

Role Summary

Technical Support Engineer I provides first-level technical support for Planview KeyedIn (enterprise PPM) Customer Care customers and internal employees, serving as the primary point of contact for a defined set of accounts and cases. In this role, you will independently resolve standard cases across user and license administration, project and resource management, reporting, data operations, and integration workflows, while investigating root causes and documenting durable solutions.

You will escalate complex or defect cases appropriately — acting as a liaison between customers and the Development and Cloud Operations teams — and guide customers on the product's proper use and best practices. As you grow, you will take on increasingly complex problems end-to-end and mentor Associate Technical Support Engineers, contributing to a high-performing, collaborative team. Success is measured by case resolution quality, SLA performance, customer satisfaction, and case hygiene.

Key Responsibilities

Customer Support & Case Management

•   Act as the first point of contact for KeyedIn Customer Care customers seeking technical assistance, providing troubleshooting and support via the ticketing system, email, and web-based tools.

•   Accurately log all customer cases, interactions, and resolutions in the case management system (Salesforce).

•   Take a hands-on approach, managing issues from initial contact through final resolution and follow-up, and maintaining full accountability throughout the support lifecycle.

•   Prioritize cases according to severity and SLA commitments, ensuring timely and accurate responses.

•   Maintain case hygiene — accurate status, ownership, and next action — with no-silent-case discipline.

Technical Troubleshooting & Resolution

•   Handle standard KeyedIn administration and configuration requests — support-portal accounts, licence-count updates, user provisioning and termination, login-group publishing, and access/login issues.

•   Resolve standard reporting, widget, dashboard, and how-to cases; assist with routine data export and data-load requests.

•   Investigate root causes, guide customers through corrective steps, and document solutions in the Customer Success Center knowledge base.

•   Escalate complex or defect cases to higher-level engineers or Development with clear reproduction steps and environment details; route Cloud Operations and Development-owned work to the correct team without owning it.

•   Follow the team's call-escalation discipline — move prolonged email threads to a call at the defined threshold to speed resolution.

Product Knowledge & Continuous Improvement

•   Stay current on KeyedIn releases, feature changes, known issues, and system updates.

•   Advise customers on the product's proper use, best practices, and configuration guidance.

•   Contribute to technical notes and knowledge base articles in the Customer Success Center.

•   Collect and communicate customer feedback, recurring issues, and product-quality insights to improve product quality and support processes.

Collaboration & Mentoring

•   Mentor Associate Technical Support Engineers, sharing knowledge and best practices.

•   Build relationships with cross-functional teams including Engineering, Development, Cloud Operations, Product, and Customer value advisor.

•   Function independently as well as part of a cross-functional global team.

•   As needed, participate in on-call or skeleton crew rotation.

Required Qualifications

•   1–3 years of experience in technical support, software support, IT support, or a closely related customer-facing role.

•   Demonstrated ability to independently troubleshoot and resolve technical issues in enterprise software or SaaS environments.

•   Strong written and verbal communication skills in English; ability to explain technical concepts clearly to both technical and non-technical audiences.

•   Experience using ticketing or case management systems (e.g., Salesforce, Jira, Zendesk, or similar).

•   Solid diagnostic and problem-solving skills with a systematic, analytical approach.

•   Proven ability to manage multiple cases simultaneously while maintaining attention to detail and meeting SLA commitments.

•   Ability to work independently and as part of a cross-functional global team.

•   Experience using ticketing or case management systems (e.g., Salesforce, Jira, Zendesk, Dynamics 365, or similar).

Preferred Qualifications

•   Bachelor’s degree in computer science, Information Technology, Engineering, or a related field, or equivalent practical experience.

•   Familiarity with SaaS application support models and multi-tenant environments.

•   Experience with enterprise databases and SQL querying (SQL Server, Oracle, PostgreSQL, or MySQL).

•   Exposure to REST or SOAP APIs and tools such as Postman or cURL.

•   Practical familiarity with PPM concepts — projects, resources, timesheets, dashboards, reporting/widgets, and custom entities.

•   Understanding of identity and access management concepts (SSO, OAuth, RBAC, SAML).

•   Knowledge of the Planview product ecosystem, particularly KeyedIn or other PPM solutions.

•   Relevant technology certifications (Microsoft, AWS, ITIL, or similar).

Knowledge, Skills & Abilities

•   Willing to accept and adapt to change, showing flexibility and recovering relatively quickly from setbacks.

•   Actively participates in team meetings and seeks out collaboration opportunities without always waiting to be prompted.

•   Seeks feedback from colleagues and peers and integrates that feedback into their approach and work quality.

•   Displays a willingness to develop conflict-resolution skills and facilitate productive discussions with customers and colleagues.

•   Keeps a calm, professional demeanor across a variety of clients and personalities, even when others in the support process may not.

•   Self-motivated, detail-oriented, and organized, with the ability to begin prioritizing work independently.

•   A logical, process-oriented thinker who is positive, proactive, and innovative — a creative problem solver with exceptional customer service skills.

•   Committed to continuous learning, with intellectual curiosity to expand product and technical knowledge and the ability to learn new concepts quickly.

•   Comfortable engaging with AI-assisted tools to accelerate research, issue diagnosis, and knowledge base contributions.

Technical Skillset (Product-Specific)

Experience Required: 1–3 years.

Must Have

•   API — Experience with Postman or similar tools to test APIs, validate responses, and troubleshoot API failures; understanding of REST APIs, HTTP methods, status codes, and request/response flows for troubleshooting integrations.

•   SQL & Relational Databases — Ability to write basic to intermediate SQL queries to validate data, troubleshoot data issues, and understand database relationships.

•   Analytical & Communication Skills — Strong problem-solving ability with the capacity to translate technical findings into clear, actionable guidance for non-technical stakeholders.

•   Application & Log Analysis — Application logs, error analysis, troubleshooting, and root cause identification.

•   Salesforce & Jira — Working knowledge of Salesforce for case management and Jira for defect tracking and ticket management.

•   Web & SaaS Troubleshooting — Web-based applications, SaaS/cloud environments, browser Developer Tools, HTTP/HTTPS, and network troubleshooting.

•   Cloud & Networking — Basic understanding of cloud environments, DNS, SSL/TLS, firewalls, proxies, and connectivity issues.

•   Power BI (basic) — able to read dashboards and reports, understand how filters and slicers change results, and recognize whether a reporting issue is a data, refresh, or configuration problem.

Nice to Have

•   PPM Application Support — Practical familiarity with projects, resources, timesheets, dashboards, reporting/widgets, and custom entities.

•   Reporting & Data — Comfort with report/widget configuration concepts, filters, and data validation.

•   Data Loads & Exports — Ability to handle imports/exports, MS Project imports, and bulk field uploads.

•   Planview Product Familiarity — Any exposure to Planview's portfolio or release management product suite.

Job Title: Sales Engineer

We are hiring a Sales Engineer to drive business growth by promoting and selling engineering products and technical solutions to industrial and commercial clients. The ideal candidate will combine technical knowledge with strong sales and relationship-building skills to understand customer requirements and recommend suitable solutions.

Key Responsibilities:

• Identify and develop new business opportunities through field visits and client meetings.
• Promote engineering products and provide technical product demonstrations.
• Understand customer requirements and prepare quotations and proposals.
• Negotiate contracts and close sales while ensuring customer satisfaction.
• Build and maintain long-term relationships with customers and channel partners.
• Coordinate with internal teams for order execution and after-sales support.
• Maintain accurate sales reports, customer records, and market feedback.
• Achieve assigned sales targets and contribute to business growth.

Requirements:

• Bachelor's degree in Mechanical, Electrical, Civil, Instrumentation Engineering, or a related field.
• 2–5 years of experience in technical or engineering sales (freshers with relevant technical knowledge may also apply).
• Strong communication, negotiation, and presentation skills.
• Ability to read technical drawings and specifications.
• Proficiency in MS Office and CRM software.
• Valid driving license and willingness to travel extensively for business development. 

Provide technical and sales support to channel partners and customers

Conduct product demos, installations, and site visits

Drive lead generation through events, application-based marketing, and new product initiatives

Build and manage strong relationships with electrical channel partners

Support channel onboarding and development

Handle customer and internal queries efficiently

Prepare product comparisons and competitor analysis

Track lead pipeline vs forecast and support conversions

Gather market insights and competitor information

Territory:

1. Regional coverage within overnight travel distance from base location

Job Details

• Job Title: Customer Sales Engineer
• Department: Sales
• Employment Type: Permanent
• Location of Posting: Ahmedabad

Experience & Eligibility

• Experience Required: 1–2 years
• Freshers: Yes, freshers are welcome to apply

Educational Qualifications

• Graduation: B.E. (Mechanical) or Diploma in Mechanical Engineering
• Post-Graduation: Not required
• Special Courses: Not required

Key Responsibilities

• Lead generation and follow-up with potential customers
• Building and maintaining strong customer relationships
• Providing technical support and product-related guidance to customers
• Preparing sales reports and maintaining records
• Coordinating with internal teams to ensure customer satisfaction

Skills & Competencies

• Strong communication skills (very important)
• Languages Known: Gujarati, Hindi, English (fluency not mandatory)
• Learning-oriented mindset
• Team player with a positive attitude
• Good problem-solving ability

Job description:

Job Title: Sales Engineer

We are looking for a motivated Sales Engineer to promote and sell engineering products and technical solutions to industrial and commercial customers. The role involves identifying new business opportunities, understanding customer requirements, preparing quotations, conducting product presentations, negotiating deals, and maintaining long-term client relationships.

Key Responsibilities:

Generate new business through field visits and customer interactions.

Promote engineering products and provide technical solutions.

Understand customer requirements and prepare quotations.

Build and maintain strong customer relationships.

Coordinate with internal teams for timely order execution.

Achieve monthly and quarterly sales targets.

Maintain sales reports and customer records.

Requirements:

Bachelor's degree in Mechanical, Electrical, Civil, Instrumentation Engineering, or a related field.

2–5 years of experience in technical/engineering sales (freshers with relevant knowledge may be considered).

Good understanding of industrial products and engineering systems.

Strong communication and negotiation skills.

Ability to read technical drawings and specifications.

Proficiency in MS Office and CRM tools.

Valid driving license and willingness to travel frequently.

Experience: 2–5 Years

Department: Sales & Marketing

Work Location: In person

License/Certification:

• work experience in sales engineering. (Required)

Work Location: In person

Develop a deep understanding of adhesive product technologies and applications.  Develop strong business relationships with key decision-makers and influencers at large manufacturers.  Develop a healthy project pipeline to propel the business growth.  Travelling regularly within the assigned territory.  Meeting prospective clients daily, understanding their needs, and recommending right solutions.  Timely submissions of sales reports. Prospective candidate must respect and adhere to deadlines.

Location: Ahmedabad

Experience: 2 to 5 years

Employment Type: Permanent

Payroll: On company payroll

Bond: No bond applicable

Benefits

• Health Insurance (₹3 Lakhs sum insured)
• Accident Insurance (₹50 Lakhs sum insured)
• Provident Fund (PF)
• Travel Allowances
• 5 working days per week

Role Purpose

• Drive ambitious sales growth in assigned territory
• Business development in focus markets
• Secure product specification and approvals with institutions and OEMs

Key Responsibilities

• Develop strong understanding of adhesive product technologies and applications
• Build relationships with decision‑makers at large manufacturers
• Maintain a healthy project pipeline to support business growth
• Travel extensively within assigned territory (up to 90%)
• Meet prospective clients daily, assess needs, and recommend solutions
• Submit timely sales reports and adhere to deadlines

Screening Criteria

• Education: Mechanical Engineering (B.E.) OR 12th + Diploma in Mechanical
• Experience: 2–5 years in sales + application engineering
• Stability: No frequent job switches
• Skills: Strong technical knowledge, ability to provide solutions to client problems, pre‑sales consultation, troubleshooting

Title: Application Engineer (Technical Sales)

Experience: 2 – 5 Years

Location: Ahmedabad / Pune / Chennai / Delhi NCR

Job Type: Full-time

🚀 About the Role

We are looking for a dynamic Application Engineer with strong technical and client-facing skills. The role involves pre-sales, technical consultation, and business development across industrial/mechanical product segments.

🎯 Key Responsibilities

• Provide pre-sales support and technical consultation to clients
• Understand customer requirements and recommend suitable solutions
• Conduct product demonstrations and technical presentations
• Build strong relationships with OEMs, manufacturers & key stakeholders
• Generate and manage sales pipeline within assigned territory
• Travel extensively to meet clients and drive business growth
• Coordinate with internal teams for smooth execution

🛠️ Skills Required

• Technical Sales / Sales Engineering
• Pre-Sales / Solution Consulting
• Product Demonstration
• Client Interaction & Relationship Management
• Technical Support & Troubleshooting

🎓 Eligibility

• B.E. / B.Tech in Mechanical (preferred)
• 2–5 years of experience in Application Engineering / Sales Engineering
• Exposure to industrial products / adhesives / manufacturing solutions

⭐ Good to Have

• Experience working with OEMs / B2B clients
• Strong communication & presentation skills
• Willingness to travel (field role)

💡 Why Join?

• Opportunity to work in a client-facing technical role
• High exposure to industrial & manufacturing clients
• Growth in technical + sales career path

About Copado

Copado is the leading DevOps platform for Salesforce, revolutionizing how the world's largest organizations achieve success in their Salesforce deployments. Our mission is to accelerate the Salesforce development lifecycle, support digital transformation, and deliver unparalleled value to our customers. We continuously innovate, ensuring our platform meets the evolving needs of Salesforce developers and operations professionals.

Job Summary

As a Sales Engineer for Copado, you will be responsible for educating customers during the sales cycle, including creating and delivering tailored software demos and architecture presentations.

Key Responsibilities

• Pre-sales support, collaborating with Account Executives on sales opportunities, Solution presentations and demonstrations, including answering technology-related inquiries
• Bid management & RFx responses: Support the completion of RFPs, RFIs, RFQs, and security questionnaires by providing accurate technical responses and solution documentation. Collaborate with internal teams to ensure high-quality submissions.
• Solution workshops, trials, and proofs of concept (POC): Lead technical workshops, product evaluations, and proof-of-concept engagements to validate solution fit and demonstrate business value. Guide customers through successful trial experiences.
• Solution design: Design high-level solution architectures and recommend best practices aligned with customer environments and objectives. Ensure proposed solutions are scalable, secure, and aligned with industry standards.
• Partner support: Provide technical guidance and product expertise to partners during customer engagements and joint sales opportunities. Support partner enablement through demonstrations and solution workshops.
• Marketing event support: Represent Copado at webinars, industry events, conferences, and customer workshops. Deliver product demonstrations and technical presentations to increase market awareness and customer engagement.
• Assist in sales strategy and building customer relationships: Contribute to account strategy by identifying customer challenges, technical opportunities, and growth potential. Build strong relationships with key stakeholders and serve as a trusted technical advisor throughout the sales process.

Requirements

• Minimum 3 years relevant business and technology experience
• Experience with implementing Salesforce and/or Salesforce Certification(s)
• Ability to lead technical presentations, engage the audience, and communicate value
• Demonstrated proficiency in business application design and technology
• Excellent written, verbal, and interpersonal skills
• Energetic self-starter with the ability to work independently
• Willingness to travel to industry events and onsite customer meetings

Qualifications & Experience

• Experience working with Copado
• Technical experience with building solutions on the Salesforce platform
• DevOps experience in the Salesforce space or with other technology stacks
• Prior experience in software pre-sales, consulting, or development
• Experience with the SDLC and Release Management
• Prior experience with data integration projects and data privacy requirements