Service Sales Representative
Allied Fire Protection
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
- Believe In, Live, and Support Our Mission Statement, Core Values and Business Plan Daily
- Safety First
- Start each meeting with a Safety Topic - internal and external
- 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
- 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 -
- Use Proposal guidelines and formatting per AFP Scribes for ServiceTrade
- 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
- Minimum education of High School Diploma or Equivalent
- General understanding of Microsoft office products
- Previous experience with customer service in an office setting
- Sprinkler or Alarm Service Sales experience a plus
- Sprinkler or Alarm Inspection experience a plus
- CRM or Salesforce experience
- Strong verbal skills and written communication, and time management skills
- Ability to take direction from upper management
- Accurately complete and maintain all paperwork
- Demonstrate positive teamwork and ability to be a team leader and mentor
- Maintain a clean and safe work environment
- RME-I preferred , Strong Technical experience in sprinkler
- 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
Vacancy posted 5 days ago
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