Alarm Remodel Sales

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Austin, TX, US

30+ days ago Requisition

• 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 manager
• 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)
• Maintain inspection and service sales log for all deficiencies and service bids and proposals
• Demonstrate effective communication skills when interacting with all internal and external customers
• All other duties assigned

• 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 customers/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.

• Minimum education of High School Diploma or Equivalent
• General understanding of Microsoft office products
• Working knowledge of NFPA and AHJ requirements
• Salesforce CRM

• Alarm Technician or Fire Alarm Sales experience preferred (Notifier, Honeywell, Bosch or other panels)
• Alarm Sales experience a plus
• Construction Associations member or partnership experience

• Strong verbal skills and written communication, and time management skills
• CRM account management
• 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
• 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