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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
Expectations:
  • Believe In, Live, and Support Our Mission Statement, Core Values and Business Plan Daily
  • Safety First
  1. Start each meeting with a Safety Topic - internal and external
  2. 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 -
  1. Use Proposal guidelines and formatting per AFP Scribes for ServiceTrade
  2. 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
Knowledge:
  • Minimum education of High School Diploma or Equivalent
  • General understanding of Microsoft office products
Work Experience:
  • Previous experience with customer service in an office setting
  • Sprinkler or Alarm Service Sales experience a plus
  • Sprinkler or Alarm Inspection experience a plus
Skills and Competencies:
  • 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 1 day ago
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