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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 –
  • Start each meeting with a Safety Topic – internal and external
  • 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 –
  • Use Proposal Numbers – Initials plus year – i.e. SP21-01
  • 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:
  • Remodel field to sales experience with estimation background preferred
  • 3+ years of industry sales track record
  • Fire Sprinkler or Fire Protection work experience, field experience is a plus

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

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