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
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