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 ManagerReceives and reviews requests for proposals or invitations to bid directly from customers, bid boards, or other meansGenerates sales or opportunities through customer outreach or other meansRecords, updates, and monitors quotes via company policies, bid logs, and CRM, as appropriateEstimates, quotes, and provides a proposal in a timely manner and ahead of bid deadlines when possibleUtilizes the most updated estimator workbook or estimating tool when preparing quoteProvides a layout of alarm system/components via company procedures, which may involve a paper or digital layoutReviews and seeks approvals on estimates exceeding value or scope of work thresholds as requiredIdentifies and qualifies scope per bid documents, job walks, or local requirementsProvides exclusions on proposals as appropriateCommunicate quotes or proposals directly with customer via phone and/or emailDocuments conversations and activity per company proceduresCoordinates multiple scopes to produce one proposal to customer when appropriateUpdates and monitors the Bid Log for all projectsReceives signed quotes, NTP or contracts for proposed work, updates Bid Log, and submits for processing per company proceduresCoordinates work schedules and resources with Remodel Department, as neededParticipate in corporate meetings, quarterly sales meetings, and company eventsConduct job site surveys to ensure the accuracy of the estimate, as neededPrepares assigned reports needed for invoicing (Customer set up sheet)Promotes a positive ongoing relationship with customers and end usersDemonstrates effective communication skills when interacting with all internal and external customersOther duties as assignedKnowledge:
High School diploma or GED requiredHigher education degree or equivalent work experience preferredFamiliarity with technical references and codesWork Experience:
3+ years of fire alarm and/or fire sprinkler industry sales experience preferredOther sales experience is a plusFire alarm or fire sprinkler design experience is preferredFire alarm or fire sprinkler field experience is preferredWork Expectations:
Believe In, Live, and Support Our Mission Statement and Core Values DailyMission Statement:
Continually setting the standard of excellence in fire and life safety
Values:
Safety FirstIntegrityCustomer FocusedHumilityOwnershipTeamworkSkills and Competencies:
Team-oriented with a willingness to learn and assist other departments as neededSelf-motivated with ability to work independentlyExcellent written and verbal communication skillsMeticulous attention to detail with excellent organization skillsAbility to locate, interpret and apply applicable codes and referencesAbility to follow verbal and written instructionsAbility to effectively utilize computers and software including Microsoft Office Suite, Computer Ease and other software required by the CompanyAbility to maintain accurate and auditable recordsAbility to work in a fast-paced service/construction team environmentAttention to detail with emphasis on accuracy and qualityAbility to prioritize work to balance multiple projects and deadlinesPhysical Requirements
Office Setting including sitting, some bending, walking and viewingJobsite Setting including minimal ladder use, utilizing proper PPE, use of hands and fingers, handle, or feel objects, tools, or controlsStand, walk, climb, balance, stoop, kneel, crouch, or crawlReach with hands and armSpecific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Read LessJob Responsibilities include but are not limited to:
Acquire necessary bid documentation to include plans, specifications, and GC info.Prepare estimates and proposals using current bid tools.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 managerPromote a positive ongoing relationship with customers and end usersEstimate hard bid contracts and provide a proposal to the customer on the bid dateConduct job site surveys to ensure the accuracy of the estimatePrepare assigned reports needed for invoicing (Customer set up sheet)Maintain inspection and service sales log for all deficiencies and service bids and proposalsDemonstrate effective communication skills when interacting with all internal and external customersAll other duties assignedExpectations:
Believe In, Live, and Support Our Mission Statement, Core Values and Business Plan DailySafety First Start each meeting with a Safety Topic internal and externalEnsure Safe Driving of Company Vehicle or Personal VehicleComplete 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 bidProvide detailed Scope Sheets for all jobs bidPursue Bid Tabs for all estimates that are not awardedMaintain a Global Customer View for opportunities to expand leads and relationships across product lines and customer portfolioMaintain an Account Ownership mindset to ensure Customer Satisfaction and Customer RetentionMaintain Customer contacts and appointments on Outlook calendar that is accessible by ManagerEnsure New Customer Development (minimum of 2 to 4 new customer/year)Ensure Customer Satisfaction and respond to Customer Satisfaction Survey feedback improvement opportunitiesReview Notices and Liens reports, contact customers as needed, and respond to Accounting team with updatesSubmit Expense Reports timely; ensure expenses are targeted and approved in advanceMaintain an Active Membership with Organizations to promote leads and support customer relationships - 2 organizations with 6-8 functions/yearActively Participate in required Weekly/Monthly/Quarterly team meetingsUse Proposal Numbers Initials plus year i.e. SP21-01Ensure proper formatting, details are complete, with a professional appearanceParticipate in ongoing training SOPs, Codes/Technical, Customer Service, Software, etc.Review Profitability reports for accuracy and estimation improvement opportunitiesSupport 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 TeamKnow the Allied "Why" maintain a consistent messageKnowledge:
Minimum education of High School Diploma or EquivalentGeneral understanding of Microsoft office productsWorking knowledge of NFPA and AHJ requirementsWork Experience:
Previous experience with customer service in an office settingSprinkler Sales experience a plusNICET certification preferredSkills and Competencies:
Strong verbal skills and written communication, and time management skillsAbility to take direction from upper managementAccurately complete and maintain all paperworkDemonstrate positive team work and ability to be a team leader and mentorMaintain a clean and safe work environmentAbility to perform work in an efficient and organized manner and maintain thorough record keeping skillsAbility to professionally communicate with customers and provide excellent customer service Read LessJob Responsibilities include but are not limited to:
Work with existing and potential customers to estimate and bid new project work for Sprinkler RemodelCommunicate proposals directly with customer via CRM- SalesforceFollow up and schedule sales appointmentsA continued commitment in pursuit of new customers by scheduling sales calls, follow up leads and utilizing outlined market strategiesMeet or exceed sales budget goals set by the remodel management teamPromote and attend BOMA and other social events while representing Allied Fire Protection in a professional mannerPromote a positive ongoing relationship with customers and end usersEstimate hard bid contracts and provide a proposal to the customer on the bid dateConduct job site surveys to ensure the accuracy of the estimatePrepare assigned reports needed for invoicing (Customer set up sheet)Attend remodel and sales meetingsSubmit monthly expense report on due date for the managers approvalDemonstrate effective communication skills when interacting with all internal and external customersAssist accounts receivable/collections for overdue service customersAll other duties assignedExpectations:
Believe In, Live, and Support Our Mission Statement, Core Values and Business Plan DailySafety First Start each meeting with a Safety Topic internal and externalEnsure Safe Driving of Company Vehicle or Personal VehicleComplete 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 bidProvide detailed Scope Sheets for all jobs bidPursue Bid Tabs for all estimates that are not awardedMaintain a Global Customer View for opportunities to expand leads and relationships across product lines and customer portfolioMaintain an Account Ownership mindset to ensure Customer Satisfaction and Customer RetentionMaintain Customer contacts and appointments on Outlook calendar that is accessible by ManagerEnsure New Customer Development (minimum of 2 to 4 new customer/year)Ensure Customer Satisfaction and respond to Customer Satisfaction Survey feedback improvement opportunitiesReview Notices and Liens reports, contact customers as needed, and respond to Accounting team with updatesSubmit Expense Reports timely; ensure expenses are targeted and approved in advanceMaintain an Active Membership with Organizations to promote leads and support customer relationships - 2 organizations with 6-8 functions/yearActively Participate in required Weekly/Monthly/Quarterly team meetingsProposals Use Proposal Numbers Initials plus year i.e. SP21-01Ensure proper formatting, details are complete, with a professional appearanceParticipate in ongoing training SOPs, Codes/Technical, Customer Service, Software, etc.Review Profitability reports for accuracy and estimation improvement opportunitiesSupport 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 TeamKnow the Allied "Why" maintain a consistent messageKnowledge:
Minimum education of High School Diploma or EquivalentGeneral understanding of Microsoft office productsCRM knowledge, workflowWork Experience:
Remodel field to sales experience with estimation background preferred3+ years of industry sales track recordFire Sprinkler or Fire Protection work experience, field experience is a plusSkills and Competencies:
Strong verbal skills and written communication, and time management skillsAbility to take direction from upper managementAccurately complete and maintain all paperworkDemonstrate positive team work and ability to be a team leader and mentorMaintain a clean and safe work environment Read LessJob Responsibilities include but are not limited to:
Transfer deficiencies noted in inspection reports to deficiency logs and prepare proposalsCreate deficiency proposals as outlined in standard operating proceduresCommunicate deficiency proposals directly with customer via phone, fax, and/or emailFollow up and schedule sales appointmentsA continued commitment in pursuit of new customers by scheduling sales calls, follow up leads and utilizing outlined market strategiesMeet or exceed sales budget goals set by service operations managerPromote and attend BOMA and other social events while representing Allied Fire Protection in a professional mannerPromote a positive ongoing relationship with customers and end usersEstimate hard bid contracts and provide a proposal to the customer on the bid dateConduct job site surveys to ensure the accuracy of the estimatePrepare assigned reports needed for invoicing (Customer set up sheet)Attend service and sales meetingsMaintain inspection and service sales log for all deficiencies and service bids and proposalsSubmit monthly expense report on due date for managers approvalDemonstrate effective communication skills when interacting with all internal and external customersAssist accounts receivable/collections for overdue service customersHost lunch and learns, company and customer events, partner with marketingAll other duties assignedExpectations:
Believe In, Live, and Support Our Mission Statement, Core Values and Business Plan DailySafety First Start each meeting with a Safety Topic internal and externalEnsure Safe Driving of Company Vehicle or Personal VehicleComplete 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 bidProvide detailed Scope Sheets for all jobs bidPursue Bid Tabs for all estimates that are not awardedMaintain a Global Customer View for opportunities to expand leads and relationships across product lines and customer portfolioMaintain an Account Ownership mindset to ensure Customer Satisfaction and Customer RetentionMaintain Customer contacts and appointments on Outlook calendar that is accessible by ManagerEnsure New Customer Development (minimum of 2 to 4 new customer/year)Ensure Customer Satisfaction and respond to Customer Satisfaction Survey feedback improvement opportunitiesReview Notices and Liens reports, contact customers as needed, and respond to Accounting team with updatesSubmit Expense Reports timely; ensure expenses are targeted and approved in advanceMaintain an Active Membership with Organizations to promote leads and support customer relationships - 2 organizations with 6-8 functions/yearActively Participate in required Weekly/Monthly/Quarterly team meetingsProposals Use Proposal Numbers Initials plus year i.e. SP21-01Ensure proper formatting, details are complete, with a professional appearanceParticipate in ongoing training SOPs, Codes/Technical, Customer Service, Software, etc.Review Profitability reports for accuracy and estimation improvement opportunitiesSupport 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 TeamKnow the Allied "Why" maintain a consistent messageKnowledge:
Minimum education of High School Diploma or EquivalentGeneral understanding of Microsoft office productsWork Experience:
Previous experience with customer service in an office setting3+ years of industry sales track recordFire Alarm or Fire Protection work experience, field experience is a plusFire Alarm technical experienceSkills and Competencies:
Strong verbal skills and written communication, and time management skillsAble to work with different client, host lunch and learns, participate in marketing events and customer outreachAbility to take direction from upper managementAccurately complete and maintain all paperworkDemonstrate positive team work and ability to be a team leader and mentorMaintain a clean and safe work environment Read Less