Alarm Sales Estimator

Job Description

Job Description

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:

• Reports directly to the Sales Manager
• Receives and reviews requests for proposals or invitations to bid directly from customers, bid boards, or other means
• Generates sales or opportunities through customer outreach or other means
• Records, updates, and monitors quotes via company policies, bid logs, and CRM, as appropriate
• Estimates, quotes, and provides a proposal in a timely manner and ahead of bid deadlines when possible
• Utilizes the most updated estimator workbook or estimating tool when preparing quote
• Provides a layout of alarm system/components via company procedures, which may involve a paper or digital layout
• Reviews and seeks approvals on estimates exceeding value or scope of work thresholds as required
• Identifies and qualifies scope per bid documents, job walks, or local requirements
• Provides exclusions on proposals as appropriate
• Communicate quotes or proposals directly with customer via phone and/or email
• Documents conversations and activity per company procedures
• Coordinates multiple scopes to produce one proposal to customer when appropriate
• Updates and monitors the Bid Log for all projects
• Receives signed quotes, NTP or contracts for proposed work, updates Bid Log, and submits for processing per company procedures
• Coordinates work schedules and resources with Remodel Department, as needed
• Participate in corporate meetings, quarterly sales meetings, and company events
• Conduct job site surveys to ensure the accuracy of the estimate, as needed
• Prepares assigned reports needed for invoicing (Customer set up sheet)
• Promotes a positive ongoing relationship with customers and end users
• Demonstrates effective communication skills when interacting with all internal and external customers
• Other duties as assigned

Knowledge:

• High School diploma or GED required
• Higher education degree or equivalent work experience preferred
• Familiarity with technical references and codes

Work Experience:

• 3+ years of fire alarm and/or fire sprinkler industry sales experience preferred
• Other sales experience is a plus
• Fire alarm or fire sprinkler design experience is preferred
• Fire alarm or fire sprinkler field experience is preferred

Work Expectations:

• 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:

• Safety First
• Integrity
• Customer Focused
• Humility
• Ownership
• Teamwork

• 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
• 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
• Actively Participate in required Weekly/Monthly/Quarterly team meetings
• Proposals – Use Proposal Numbers – Initials plus year – i.e. SP23-01. 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

Skills and Competencies:

• Team-oriented with a willingness to learn and assist other departments as needed
• Self-motivated with ability to work independently
• Excellent written and verbal communication skills
• Meticulous attention to detail with excellent organization skills
• Ability to locate, interpret and apply applicable codes and references
• Ability to follow verbal and written instructions
• Ability to effectively utilize computers and software including Microsoft Office Suite, Computer Ease and other software required by the Company
• Ability to maintain accurate and auditable records
• Ability to work in a fast-paced service/construction team environment
• Attention to detail with emphasis on accuracy and quality
• Ability to prioritize work to balance multiple projects and deadlines

Physical Requirements

• Office Setting including sitting, some bending, walking and viewing
• Jobsite Setting including minimal ladder use, utilizing proper PPE, use of hands and fingers, handle, or feel objects, tools, or controls
• Stand, walk, climb, balance, stoop, kneel, crouch, or crawl
• Reach with hands and arm

• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus