Service Sales Representative

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 

1. Start each meeting with a Safety Topic – internal and external
2. 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 – 

1. Use Proposal guidelines and formatting per AFP Scribes for ServiceTrade
2. 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:

• 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