Alarm Construction Sales
1 year ago
McAllen
Job Description ALARM CONSTRUCTION SALES 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: 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
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