Sales Representative

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FIRE ALARM SERVICE SALES REPRESENTATIVE
JOB DESCRIPTION
Job Responsibilities include but are not limited to:

Transfer deficiencies noted in inspection reports to deficiency logs and prepare proposals

Create deficiency proposals as outlined in standard operating procedures

Communicate deficiency proposals directly with customer via phone, fax, and/or email

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 service operations manager

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 service and sales meetings

Maintain inspection and service sales log for all deficiencies and service bids and proposals

Submit monthly expense report on due date for 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

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

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

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