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 • 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 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 – • Use Proposal guidelines and formatting per AFP Scribes for ServiceTrade • 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