Sprinkler Remodel Sales (TI)

SPRINKLER REMODEL SALES (TI)

JOB DESCRIPTION

Job Responsibilities include but are not limited to: 

• work with existing and potential customers to estimate and bid new project work for Sprinkler Remodel
• Communicate proposals directly with customer via CRM- Salesforce
• Follow up and schedule sales appointments
• A continued commitment in pursuit of new customers by scheduling sales calls, follow up leads and utilizing outlined market strategies
• Meet or exceed sales budget goals set by the remodel management team
• Promote and attend BOMA and other social events while representing Allied Fire Protection in a professional manner
• Promote a positive ongoing relationship with customers and end users
• Estimate hard bid contracts and provide a proposal to the customer on the bid date
• Conduct job site surveys to ensure the accuracy of the estimate
• Prepare assigned reports needed for invoicing (Customer set up sheet)
• Attend remodel and sales meetings
• Submit monthly expense report on due date for the managers approval
• Demonstrate effective communication skills when interacting with all internal and external customers
• Assist accounts receivable/collections for overdue service customers
• All other duties assigned

Expectations:

• Believe In, Live, and Support Our Mission Statement, Core Values and Business Plan Daily
• Safety First –

1. Start each meeting with a Safety Topic – internal and external
2. Ensure Safe Driving of Company Vehicle or Personal Vehicle 

• Complete weekly Bid Logs to track monthly Close Ratios and total Bids Won (i.e. 10-15%, 1.5M)
• Provide estimate and required budget details for all jobs bid
• Provide detailed Scope Sheets for all jobs bid
• Pursue Bid Tabs for all estimates that are not awarded
• Maintain a Global Customer View for opportunities to expand leads and relationships across product lines and customer portfolio 
• Maintain an Account Ownership mindset to ensure Customer Satisfaction and Customer Retention
• MaIntain Customer contacts and appointments on Outlook calendar that is accessible by Manager
• Ensure New Customer Development (minimum of 2 to 4 new customer/year)
• Ensure Customer Satisfaction and respond to Customer Satisfaction Survey feedback improvement opportunities
• Review Notices and Liens reports, contact customers as needed, and respond to Accounting team with updates
• Submit Expense Reports timely; ensure expenses are targeted and approved in advance 
• Maintain an Active Membership with Organizations to promote leads and support customer relationships - 2 organizations with 6-8 functions/year 
• Actively Participate in required Weekly/Monthly/Quarterly team meetings
• Proposals – 

1. Use Proposal Numbers – Initials plus year – i.e. SP21-01
2. Ensure proper formatting, details are complete, with a professional appearance

• Participate in ongoing training – SOPs, Codes/Technical, Customer Service, Software, etc.
• Review Profitability reports for accuracy and estimation improvement opportunities 
• Support and Ensure Adherence with Company SOPs – Job Set Up, Contracts, Change Orders, Accounting Processes, Subcontractors, etc.
• Teamwork – maintain positive interactions within your team, local office, same department in other offices, Accounting, etc.
• Actively participate in Lunch N Learns, events, trade shows, etc.
• Partner with Marketing and Business Development Team 
• Know the Allied “Why” – maintain a consistent message

Knowledge:

• Minimum education of High School Diploma or Equivalent
• General understanding of Microsoft office products
• CRM knowledge, workflow

Work Experience: 

Skills and Competencies:

• Strong verbal skills and written communication, and time management skills
• Ability to take direction from upper management 
• Accurately complete and maintain all paperwork
• Demonstrate positive team work and ability to be a team leader and mentor
• Maintain a clean and safe work environment