Service Sales Representative

Job Details

SERVICE SALES REPRESENTATIVE

JOB DESCRIPTION

Job Responsibilities include but are not limited to:

Identify deficiencies noted in ServiceTrade and/or Inspection Reports generated from Building Reports or AFP approved inspection reports and prepare proposals
Communicate effectively with Inspection Teams to ensure clear understanding of deficiencies noted and means of correction
Create deficiency proposals as outlined in standard operating procedures
Create service repair related proposals as needed as outlined in standard operating procedures
Communicate deficiency and repair proposals directly with primary service sales account representatives or with customers via ServiceTrade functions, phone, fax and/or email
A continued commitment in pursuit of enhancing existing and new customer experience by assisting with emergency service or deficiency inbound calls, including follow up on leads and deficiency proposals.
Meet or exceed sales budget goals set by service sales manager
Promote a positive ongoing relationship with both internal and external 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)
Maintain inspection and service sales log for all deficiency bids exceeding Quality Check and Audit threshold amounts
Demonstrate effective communication skills when interacting with all internal and external customers
All other duties assigned

Expectations:

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

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 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
Participate as needed with Organizations to promote leads and support customer relationships with primary service sales representatives.
Actively Participate in required Weekly/Monthly/Quarterly team meetings
Proposals –

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:

Work Experience:

Skills and Competencies:

Ability to perform work in an efficient and organized manner and maintain thorough record keeping skills
Ability to professionally communicate with customers and provide excellent customer service