Responsibilities
- Engage in various sales activities to sell safety and productive retrofits, components, modernization and new equipment to existing customers and develop new accounts to meet minimum established sales quotas.
- Prepare or assist in preparing price estimates for service work using established tools, guidelines and input from the service department.
- Maintain personal contact with all existing accounts in your area.
- Prepare related monthly reports.
- When required, maintain monthly contact with assigned accounts to develop relationships.
- Document activity with key accounts.
- Prepare account plans with appropriate actions and forward to District Manager.
- Schedule and conduct business reviews for customers on an annual basis or as needed.
- Prepare and maintain a log in CRM software of all activities, business opportunities and offers submitted to customers and provide report to manager weekly.
- Monitor workload of service department and ensure all open time slots are filled with sold work.
- Qualify all any projects or credit worthiness as needed.
- Check D&B ratings and obtain credit application, if appropriate.
- Obtain tax-exempt certificate, if required.
- Monitor the credit control list and assist in collection efforts of problem accounts, as needed.
- Consult district staff prior to delivery of services or materials to accounts outstanding for over 60 days.
- Monitor the contract renewal process to ensure customer needs are met in a timely manner and opportunities are not lost.
- Contact accounts that are not renewing their agreements.
- Document all sales activity in the CRM System.
- Establish and maintain on-going communications with the service department to address issues related to the customer base.
- Maintain customer and contact information in the CRM software, as required.
- Follow all established safety rules and procedures, including those established by the customer.
- Other duties as assigned by supervisor.
Requirements
- sales background
- Organizational skills
- Strong communication skills
