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Sprinkler Service Sales Representative

2 weeks ago

McAllen, TX, United States Allied Fire Protection Full time
SPRINKLER SERVICE SALES REPRESENTATIVE

JOB DESCRIPTION

Job Responsibilities include but are not limited to:

  • Transfer deficiencies noted in inspection reports to deficiency logs and prepare proposals
  • Create deficiency proposals as outlined in standard operating procedures
  • Communicate deficiency proposals directly with customer via phone, fax, and/or email
  • 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 service operations manager
  • 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 service and sales meetings
  • Maintain inspection and service sales log for all deficiencies and service bids and proposals
  • Submit monthly expense report on due date for 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
Work Experience:
  • Previous experience with customer service in an office setting
  • 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