Project Sales Representative
Tucson, AZ - USA
Job Summary
PRIMARY FUNCTION:
Project Sales Representative responsibilities include developing long-term relationships with a portfolio of clients by connecting with key business executives and stakeholders working with customers and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to customer needs manage and develop customer accounts to initiate and maintain favorable relationships and meet or exceed the companys annual booking plan at company approved pricing standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Sales - Qualify prospective customers and opportunities. Develop and give effective sales presentations. Answer questions and respond to objections in a proficient and timely manner. Follow up on all outstanding proposals.
- Time Management - Plan and efficiently schedule appointments and tasks for maximum productivity.
- Site Surveys - Survey mechanical systems. Understand each customers needs and challenges as related to mechanical systems and equipment. Determine repair/modification/replacement requirements to provide customers with solutions.
- Engineering - Provide modification/repair/replacement recommendations with accurate and understandable documentation to the customer and the companys operations department. Estimate cost of proposed repair/modification/replacement and apply company approved pricing standards to estimates.
- Account Management - Understand customers cost to own operate and maintain facilities. Able to translate that understanding into proposals and sales presentations that will enhance the customers facility while reducing long-term ownership and operating costs.
- Market Development - Identify prospective customers in assigned market. Promptly follow up on leads and referrals. Establish customer rapport and identify needs. Maintain an active backlog of proposals to assure booking goal is consistently met.
- Customer Relations - Promptly addresses customer concerns and maintain long-term positive relationships.
- Mechanical System Knowledge - Competent understanding of mechanical systems and equipment. Able to identify problems and propose cost-effective solutions.
- Sales Presentation Strategy - Understand customers organization and decision-making process. Anticipate and address objections. Adjust content of sales presentations based on the customers goals decision-making process and objections. Commit the customer to decision-making timetable.
- Credit and Collections - Understand company credit policy. Provide customer information to the company to minimize risk exposure. Understand collections policy and interface with customer as required to resolve collection issues and ensure prompt payment.
- Company Relations - Build and maintain rapport and positive working relationship with the field office and management personnel to resolve challenges exploit opportunities and maximize profits.
- External Relations - Build rapport and productive working relationships with customers vendors and other outside agents. Effectively represent the companys interests to outside agents to maximize profits.
- Documentation - Prepare timely complete clear and concise reports proposals booking packages and required company paperwork. Maintain written documentation relating to and including but not limited to changes special conditions and schedules.
- Special Projects - Provide support for any special projects as assigned by your manager. Special projects at the determination of your manager may or may not become part of this positions primary responsibilities.
SUPERVISORY RESPONSIBILITIES
This position directly supervises the following positions: N/A
QUALIFICATIONS
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
A candidate for this position must have transferrable experience in business management and sales. The candidate should have a relevant college degree and possess a mechanical aptitude.
PHYSICAL DEMANDS
The person performing this position must be able to operate computer programs. This position requires sitting standing meeting with customers and the ability to access mechanical rooms and rooftops via stairs ladders or lifts.
JOB PERFORMANCE STANDARDS - Measurement of Effectiveness on Performance Evaluations
- Meet or exceed annual booking plan set by the sales manager.
- Price projects to achieve an average gross profit as outlined in the companys gross profit plan.
- Manage all projects to achieve planned gross profit for each project.
- Get approval from sales manager prior to delivering any proposal that is below the gross profit as outlined in the companys gross profit plan.
- Enter all sales activity into Salesforce and ensure the information is accurate and up to date each week.
Required Experience:
IC
Key Skills
About Company
As the largest mechanical contractor in Southern Arizona, we lead the industry by earning the respect of others and sharing a common goal through teamwork and unwavering integrity.