Service Sales Representative

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• Identify deficiencies noted in Service Trade 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 Service Trade 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 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
• Believe In, Live, and Support 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 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
• Use Proposal guidelines and formatting per AFP Scribes for Service Trade
• 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

• Identify deficiencies noted in Service Trade 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 Service Trade functions, phone, fax and/or…