Service Project Consultant

Location: North Wales, Pennsylvania. Summary The Service Project Consultant turns leads into signed contracts and produces them when applicable. Essential Duties and Responsibilities Maintains and executes a schedule of planned visits to homeowners. Works with the Service Scheduler as well as designated office administrators to ensure his/her calendar is current and openings are visible. Meets with homeowners to discuss needs. Contacts potential customers using information provided by the Service Scheduler and designated office administrators. Listens to the customer, personally inspects the area of the home in question, and actively works with the customer to determine their exact needs. Meets with potential customers nights, weekends, or holidays as required. Organized follow-up system for follow-ups with customers. Bids must be entered into Dataforma as required and sales statuses must be updated according to expectations from Manager. Presents solutions and overcomes objections to close deals. After determining the needs, create and present one or more solutions that answer the needs, fit the customer’s budget, and meet the Company’s revenue and margin goals. Answers all questions, overcomes objections, and clearly demonstrates and quantifies the advantages of engaging the Company’s services. Closes the deal. Completes contracts. Completes the Proposal form with all specifications, prices, and payment terms. Ensures the customer understands that all work must be documented and that no verbal promises or expectations are allowed. Decide to either pick up the deposit check or have a payment sent to or called into the Billing Specialist. Gains agreement with the Customer on how to proceed. Confirms with the Customer the work to be done, if payment is expected, and when payment is to be made. Begins repairs on projects estimated to be completed the same day, otherwise setting expectations for the best suited technician to be scheduled according to their current lead time. Orders materials when necessary. Ensures their truck has sufficient materials to cover most repairs before leaving the shop. Secures the required material to make the repair if not already available on the truck. Assists in arranging financing. Works with the customer while onsite to apply for financing if not paying by check or with credit card. Ensures that the customer applies and is approved for financing, not just that they qualified. Generates leads. Contacts other neighbors, works personal network, or attends home shows to identify homeowners who may need products or services. Follow up as necessary. Participates in trade and home shows. Allocates time to generate leads at Company-sponsored home shows. Provides feedback to the Marketing and Production Departments. Provides feedback to other departments on potential revenue opportunities or improvements that could help the Company grow. Workmanship Warranty Claims 12 Assess Workmanship Warranty claims when the possibility for upsell is qualified. Reviews area in question, makes repair if applicable or writes up scope of work for technician to handle, while looking for opportunities for up selling additional repairs. Additional Responsibilities Provides information necessary for commission calculation on a timely basis. Works with the Accounting Department to ensure all information needed for calculating commission payments for any given quarter is submitted within the first two weeks of the following quarter. Seeks to improve productivity and results daily. Follows all Company safety rules and operating procedures, practices and guidelines. Completes other tasks as assigned by Management. Requirements Roofing and siding service/repair experience is a plus. 1-3 years of selling experience in the home building, remodeling, or renovation markets. Strong selling skills, including active listening, determining needs, the creation and presentation of solutions, overcoming objections, and closing deals. A demonstrated ability to understand and work with contracts that provide for construction services or financing for construction services. A demonstrated understanding of home insurance and how home insurance claims are processed. Strong 4-function math skills: addition, subtraction, multiplication, and division. Demonstrated computer skills using a service-oriented CRM system, including mobile access. Excellent customer service skills, including the ability to keep calm and be clear with challenging Customers, staff, and vendors. The perseverance to keep pursuing solutions even when Customers, staff, or vendors are not cooperative. Strong oral and written communications skills when interacting with Customers, staff, management, or vendors. Strong abilities to multi-task, prioritize activities, and react quickly to changing information. A valid driver's license with no DUIs and no restrictions on driving for company-related business. A clean, reliable, and insured personal vehicle to ensure a prompt start to the working day. Desirable personal traits including honesty, integrity, accuracy, high standards, fairness, and good listening and time management skills. Strong analytical and problem-solving skills with an emphasis on quantitative methods. Solid working knowledge of federal, state, and local laws and regulations related to the selling, providing, and invoicing of construction services. No restrictions or requirements preventing the ability to work in the US for any US company. Physical Demands The ability to walk around an office, warehouse, or neighborhood, climb and descend stairs, work in a seated position at a desk for hours at a time, stand at a trade/home show for hours at a time, drive to and from offsite meetings, operate computers and phones, open file cabinets, bend/stand as necessary, transport, set up, and use an extension ladder, safely climb on, navigate around, and descend from residential and commercial roofs, and occasionally lift up to 80 pounds. EEO Statement G. Fedale General Contractors is an Equal Opportunity Employer. We embrace diversity and do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics when making hiring decisions. All employment is decided based on qualifications, merit, and business need. #J-18808-Ljbffr G. Fedale Roofing and Siding