This position is the primary sales position in the Branch organization responsible for selling service work. This position is responsible for developing and maintaining relationships with new and existing customers to identify the scope of work, estimate and sell system adds/modifications and maintenance agreements so as to meet or exceed his/her booking and booked gross margin budgets.
PRIMARY DUTIES AND RESPONSIBILITIES:
• Develop and maintain an ongoing professional relationship with new or existing customers • Prospect for and identify potential service sales opportunities • Prioritize service sales opportunities to determine in what order service sales opportunities need to be addressed. • Perform take-off and estimate costs of prospective service sales opportunities • Determine installation labor requirements and if they exceed in house capabilities develop installation subcontract bid packages and obtain subcontract quotations to be used in the cost estimate • Analyze customer needs and develop maintenance plan options for proposal to customer • Develop and implement sales strategies and tactics for individual service sales opportunities • Prepare sales quotations and proposals • Identify and cause to be prepared all necessary bid and proposal documents, e.g.: Bid Forms, Bid Bonds, Affidavits, etc. • Prepare and submit required Booking Authorization forms or Service Order forms • Obtain, assemble and organize all bid documents, proposal documents, take-offs, material and subcontract quotations, sketches, notes and approved sales estimates for delivery to Service Manager • Make calls as required to collect receivables • Other duties may be assigned
Qualifications QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. The requirements listed below are representative of the education, experience , skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties.
Four (4) year college degree required or equivalent work experience.
Three years technical sales experience.
SKILLS & ABILITIES:
Strong verbal and written communication skills.
Proficient in Microsoft Office programs including but not limited to, Word, Excel and
Excellent organizational skills.
TAC, Schneider Electric product knowledge a plus, but not required.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the primary duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties.
The work is sedentary. Typically the employee may sit comfortably to do the work. However, there may be some movement from area to area, transporting of items such as a laptop computer, paper , books, luggage and small parts; driving an automobile, etc.
WORK ENVIRONMENT : The work environment characteristics described here are representative of those an employee encounters while performing the primary duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties.
While performing the primary duties of the job, the employee is regularly exposed to outside weather conditions, traveling from one location to another.