Sales Representative

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• Transfer deficiencies noted in inspection reports to deficiency logs and prepare proposals
• Create deficiency proposals as outlined in standard operating procedures
• Communicate deficiency proposals directly with customer via phone, fax, and/or email
• Follow up and schedule sales appointments
• 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 and attend BOMA and other social events while representing Allied Fire Protection in a professional manner
• 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)
• Attend service and sales meetings
• Maintain inspection and service sales log for all deficiencies and service bids and proposals
• Submit monthly expense report on due date for managers approval
• Demonstrate effective communication skills when interacting with all internal and external customers
• Assist accounts receivable/collections for overdue service customers
• All other duties assigned
• Belief in 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 per 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 per year
• Actively participate in required weekly/monthly/quarterly team meetings
• Use proposal numbers – initials plus year (e.g., 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

• Previous experience with customer service in an office setting
• 3+ years of industry sales track record
• Fire sprinkler or fire protection work experience, field experience is a plus

• 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