Sprinkler Remodel Sales

Job Description work with existing and potential customers to estimate and bid new project work for Sprinkler Remodel Communicate proposals directly with customer via CRM Follow up and schedule sales appointments A continued commitment in pursuit of new customers by scheduling sales calls, follow up leads and utilizing outlined market strategies Meet or exceed sales budget goals set by the remodel management team Promote and attend BOMA and other social events while representing Allied Fire Protection in a professional manner Promote a positive ongoing relationship with 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) Attend remodel and sales meetings Submit monthly expense report on due date for the managers approval Demonstrate effective communication skills when interacting with all internal and external customers Assist accounts receivable/collections for overdue service 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 New Customer Development (minimum of 2 to 4 new customer/year) 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 Maintain an Active Membership with Organizations to promote leads and support customer relationships - 2 organizations with 6-8 functions/year Actively Participate in required Weekly/Monthly/Quarterly team meetings Use Proposal Numbers – Initials plus year – i.e. SP21-01 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

SPRINKLER REMODEL SALES

Job Description Job Responsibilities include but are not limited to: work with existing and potential customers to estimate and bid new project work for Sprinkler Remodel Communicate proposals directly with customer via CRM Follow up and schedule sales appointments A continued commitment in pursuit of new customers by scheduling sales calls, follow up leads and utilizing outlined market strategies Meet or exceed sales budget goals set by the remodel management team Promote and attend BOMA and other social events while representing Allied Fire Protection in a professional manner Promote a positive ongoing relationship with 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) Attend remodel and sales meetings Submit monthly expense report on due date for the managers approval Demonstrate effective communication skills when interacting with all internal and external customers Assist accounts receivable/collections for overdue service customers All other duties assigned Expectations 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 New Customer Development (minimum of 2 to 4 new customer/year) 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 Maintain an Active Membership with Organizations to promote leads and support customer relationships - 2 organizations with 6-8 functions/year Actively Participate in required Weekly/Monthly/Quarterly team meetings Proposals – Use Proposal Numbers – Initials plus year – i.e. SP21-01 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 Knowledge Minimum education of High School Diploma or Equivalent General understanding of Microsoft office products CRM knowledge, workflow Work Experience Remodel field to sales experience with estimation background preferred 3+ years of industry sales track record Fire Sprinkler or Fire Protection work experience, field experience is a plus Skills And Competencies 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 team work and ability to be a team leader and mentor Maintain a clean and safe work environment #J-18808-Ljbffr Allied Fire Protection