41-9031.00 · Task explorer
Sales Engineers: reported tasks and exploration worksheet
Sell business goods or services, the selling of which requires a technical background equivalent to a baccalaureate degree in engineering.
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Read the task inventory
This source lists 25 tasks, including 19 marked Core and 6 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.
Task source dates: 08/2022.
25 tasks shown
Core · Task 9682 · 08/2022 · Incumbent
Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.
Core · Task 9680 · 08/2022 · Incumbent
Collaborate with sales teams to understand customer requirements, to promote the sale of company products, and to provide sales support.
Core · Task 9690 · 08/2022 · Incumbent
Create sales or service contracts for products or services.
Core · Task 9689 · 08/2022 · Incumbent
Visit prospective buyers at commercial, industrial, or other establishments to show samples or catalogs, and to inform them about product pricing, availability, and advantages.
Core · Task 9692 · 08/2022 · Incumbent
Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments.
Core · Task 9697 · 08/2022 · Incumbent
Identify resale opportunities and support them to achieve sales plans.
Core · Task 9679 · 08/2022 · Incumbent
Confer with customers and engineers to assess equipment needs and to determine system requirements.
Core · Task 9678 · 08/2022 · Incumbent
Plan and modify product configurations to meet customer needs.
Core · Task 9686 · 08/2022 · Incumbent
Prepare and deliver technical presentations that explain products or services to customers and prospective customers.
Core · Task 9685 · 08/2022 · Incumbent
Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
Core · Task 9700 · 08/2022 · Incumbent
Maintain sales forecasting reports.
Core · Task 9698 · 08/2022 · Incumbent
Document account activities, generate reports, and keep records of business transactions with customers and suppliers.
Core · Task 9688 · 08/2022 · Incumbent
Research and identify potential customers for products or services.
Core · Task 9681 · 08/2022 · Incumbent
Secure and renew orders and arrange delivery.
Core · Task 9696 · 08/2022 · Incumbent
Develop sales plans to introduce products in new markets.
Core · Task 9701 · 08/2022 · Incumbent
Attend trade shows and seminars to promote products or to learn about industry developments.
Core · Task 9693 · 08/2022 · Incumbent
Attend company training seminars to become familiar with product lines.
Core · Task 9691 · 08/2022 · Incumbent
Arrange for demonstrations or trial installations of equipment.
Core · Task 9699 · 08/2022 · Incumbent
Train team members in the customer applications of technologies.
Supplemental · Task 9683 · 08/2022 · Incumbent
Sell products requiring extensive technical expertise and support for installation and use, such as material handling equipment, numerical-control machinery, or computer systems.
Supplemental · Task 9694 · 08/2022 · Incumbent
Provide information needed for the development of custom-made machinery.
Supplemental · Task 9687 · 08/2022 · Incumbent
Provide technical and non-technical support and services to clients or other staff members regarding the use, operation, and maintenance of equipment.
Supplemental · Task 9684 · 08/2022 · Incumbent
Diagnose problems with installed equipment.
Supplemental · Task 9695 · 08/2022 · Incumbent
Write technical documentation for products.
Supplemental · Task 9702 · 08/2022 · Incumbent
Report to supervisors about prospective firms' credit ratings.
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- Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
- For each, write an example you can discuss or a question that would change your understanding of the role.
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The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.
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Source and practice material
Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.
Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.