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