ALARM SALES ESTIMATOR
JOB DESCRIPTION
Position Summary
Under the direction of a Sales Manager, the Alarm Construction Sales will primarily support the Remodel Department with estimating and sales, which includes: sales pipeline development and maintenance, internal and external communication, bid and scope clarification, providing a proposal, and sales bookings.
Job Responsibilities include but are not limited to:
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Reports directly to the Sales Manager
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Receives and reviews requests for proposals or invitations to bid directly from customers, bid boards, or other means
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Generates sales or opportunities through customer outreach or other means
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Records, updates, and monitors quotes via company policies, bid logs, and CRM, as appropriate
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Estimates, quotes, and provides a proposal in a timely manner and ahead of bid deadlines when possible
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Utilizes the most updated estimator workbook or estimating tool when preparing quote
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Provides a layout of alarm system/components via company procedures, which may involve a paper or digital layout
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Reviews and seeks approvals on estimates exceeding value or scope of work thresholds as required
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Identifies and qualifies scope per bid documents, job walks, or local requirements
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Provides exclusions on proposals as appropriate
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Communicate quotes or proposals directly with customer via phone and/or email
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Documents conversations and activity per company procedures
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Coordinates multiple scopes to produce one proposal to customer when appropriate
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Updates and monitors the Bid Log for all projects
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Receives signed quotes, NTP or contracts for proposed work, updates Bid Log, and submits for processing per company procedures
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Coordinates work schedules and resources with Remodel Department, as needed
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Participate in corporate meetings, quarterly sales meetings, and company events
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Conduct job site surveys to ensure the accuracy of the estimate, as needed
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Prepares assigned reports needed for invoicing (Customer set up sheet)
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Promotes a positive ongoing relationship with customers and end users
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Demonstrates effective communication skills when interacting with all internal and external customers
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Other duties as assigned
Knowledge:
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High School diploma or GED required
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Higher education degree or equivalent work experience preferred
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Familiarity with technical references and codes
Work Experience:
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3+ years of fire alarm and/or fire sprinkler industry sales experience preferred
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Other sales experience is a plus
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Fire alarm or fire sprinkler design experience is preferred
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Fire alarm or fire sprinkler field experience is preferred
Work Expectations:
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Believe In, Live, and Support Our Mission Statement and Core Values Daily
Mission Statement:
Continually setting the standard of excellence in fire and life safety
Values:
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Safety First
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Integrity
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Customer Focused
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Humility
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Ownership
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Teamwork
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Ensure Safe Driving of Company Vehicle or Personal Vehicle
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Complete weekly Bid Logs to track monthly Close Ratios and total Bids Won (i.e. 10- 15%, 1.5M)
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Provide estimate and required budget details for all jobs bid
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Provide detailed Scope Sheets for all jobs bid
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Pursue Bid Tabs for all estimates that are not awarded
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Maintain a Global Customer View for opportunities to expand leads and relationships across product lines and customer portfolio
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Maintain an Account Ownership mindset to ensure Customer Satisfaction and Customer Retention
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Ensure Customer Satisfaction and respond to Customer Satisfaction Survey feedback improvement opportunities
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Review Notices and Liens reports, contact customers as needed, and respond to Accounting team with updates
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Submit Expense Reports timely; ensure expenses are targeted and approved in advance
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Actively Participate in required Weekly/Monthly/Quarterly team meetings
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Proposals – Use Proposal Numbers – Initials plus year – i.e. SP23-01. Ensure proper formatting, details are complete, with a professional appearance
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Participate in ongoing training – SOPs, Codes/Technical, Customer Service, Software, etc.
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Review Profitability reports for accuracy and estimation improvement opportunities
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Support and Ensure Adherence with Company SOPs – Job Set Up, Contracts, Change Orders, Accounting Processes, Subcontractors, etc.
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Teamwork – maintain positive interactions within your team, local office, same department in other offices, Accounting, etc.
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Actively participate in Lunch N Learns, events, trade shows, etc.
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Partner with Marketing and Business Development Team
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Know the Allied “Why” – maintain a consistent message
Skills and Competencies:
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Team-oriented with a willingness to learn and assist other departments as needed
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Self-motivated with ability to work independently
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Excellent written and verbal communication skills
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Meticulous attention to detail with excellent organization skills
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Ability to locate, interpret and apply applicable codes and references
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Ability to follow verbal and written instructions
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Ability to effectively utilize computers and software including Microsoft Office Suite, Computer Ease and other software required by the Company
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Ability to maintain accurate and auditable records
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Ability to work in a fast-paced service/construction team environment
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Attention to detail with emphasis on accuracy and quality
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Ability to prioritize work to balance multiple projects and deadlines
Physical Requirements
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Office Setting including sitting, some bending, walking and viewing
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Jobsite Setting including minimal ladder use, utilizing proper PPE, use of hands and fingers, handle, or feel objects, tools, or controls
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Stand, walk, climb, balance, stoop, kneel, crouch, or crawl
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Reach with hands and arm
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Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
