Job Responsibilities include but are not limited to:
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Acquire necessary bid documentation to include plans, specifications, and GC info.
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Prepare estimates and proposals using current bid tools.
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A continued commitment in pursuit of new customers by scheduling sales calls, follow up leads and utilizing outlined market strategies.
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Meet or exceed sales budget goals set by service operations manager
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Promote a positive ongoing relationship with customers and end users
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Estimate hard bid contracts and provide a proposal to the customer on the bid date
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Conduct job site surveys to ensure the accuracy of the estimate
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Prepare assigned reports needed for invoicing (Customer set up sheet)
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Maintain inspection and service sales log for all deficiencies and service bids and proposals
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Demonstrate effective communication skills when interacting with all internal and external customers
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All other duties assigned
Expectations:
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Believe In, Live, and Support Our Mission Statement, Core Values and Business Plan Daily
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Safety First –
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Start each meeting with a Safety Topic – internal and external
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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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Maintain Customer contacts and appointments on Outlook calendar that is accessible by Manager
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Ensure New Customer Development (minimum of 2 to 4 new customer/year)
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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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Maintain an Active Membership with Organizations to promote leads and support customer relationships - 2 organizations with 6-8 functions/year
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Actively Participate in required Weekly/Monthly/Quarterly team meetings
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Proposals –
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Use Proposal Numbers – Initials plus year – i.e. SP21-01
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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
Knowledge:
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Minimum education of High School Diploma or Equivalent
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General understanding of Microsoft office products
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Working knowledge of NFPA and AHJ requirements
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Salesforce CRM
Work Experience:
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Alarm Technician or Fire Alarm Sales experience preferred (Notifier, Honeywell, Bosch or other panels)
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Alarm Sales experience a plus
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Construction Associations member or partnership experience
Skills and Competencies:
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Strong verbal skills and written communication, and time management skills
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CRM account management
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Ability to take direction from upper management
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Accurately complete and maintain all paperwork
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Demonstrate positive team work and ability to be a team leader and mentor
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Maintain a clean and safe work environment
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Ability to perform work in an efficient and organized manner and maintain thorough record keeping skills
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Ability to professionally communicate with customers and provide excellent customer service