# Job Summary:

Individual will oversee the administrative activities of the sales process and ensure a high customer satisfaction experience throughout the project. This individual will interface with internal departments and management to support the sales process and growth.

This position will report to Sr. VP Growth

Duties/Responsibilities:

These are the most significant job duties performed. The size, scope and complexity of assigned duties and responsibilities are dependent on the level and experience of the incumbent. To perform this job successfully, an individual must be able to perform each assigned essential duty satisfactorily. Other responsibilities or special projects not specifically listed below may also be assigned.

- Be committed to company culture and values.

- Work with co-workers within the sales, finance and operations team to perform at a high level.

- Strong project management, able to manage multiple tasks at the same time.

- Assist sales team ensuring that jobs have proper documentation (e.g., signed quotes, deposits, sub-contractor estimates, full parts list, etc.).

- Track and follow up on customer requests, job orders, and outstanding proposals.

- Maintain and update customer records, ensure new customers have completed credit application and are sent to appropriate accounting team members for approval.

- Coordinate with the project manager, service manager and/or construction manager to ensure jobs are scheduled in a timely manner.

- Proactively communicate with customers throughout each stage of the project, tentative start date, ensuring updates, changes and resolutions are handled efficiently.

- Verify with the customer that the job was completed to their satisfaction, equipment has been commissioned and all time, additional parts used have been added to the job before sending to the AR team for final invoicing. Ensure salesperson has completed the Final Walkthru checklist at end of project.

- Resolves customer complaints, staffing problems, and other issues that may interfere with efficient sales operations.

- Proficient with the CRM and able to keep projects updated with notes, customer meetings and other critical project information.

- Ensure the sales team is keeping opportunities updated in CRM, to include status in the sales process, clear notes and ongoing meetings.

- Performs other duties as assigned.

Minimum Required Skills/Abilities:

- Excellent verbal and written communication skills.

- Excellent sales and customer service skills with proven negotiation skills.

- Ability to follow a structured sales process.

- Excellent organizational and project management skills.

- Strong attention to detail.

- Team collaboration.

- Proficient with Microsoft Office Suite, CRM or related software.

- Self-motivated and the ability to adapt to change.

- Valid Driver’s License and reliable transportation.

- Minimum requirement of 20% travel

Education and Experience:

- Bachelor’s degree in Business, Business Administration, or related field, OR

- Comparable record of sales experience required.

- At least ten (10) years of sales experience required.

Physical Requirements:

- Prolonged periods of sitting at a desk and working on a computer.

- Must be able to lift up to 25 pounds at times.