Business Relations Representative

ProTec Building ServicesSan Diego, CA

About The Position

Identifies and nurtures strategic relationships with partners or potential customers. Assists in the development of a strong pipeline of new business opportunities through direct or indirect customer contact and prospecting. Works with marketing, sales, and other team members to implement business development. Essential Duties and Responsibilities Assertively prospect and sell Common area maintenance programs and other services to Homeowner Association in your region. Assist in Developing a strategic sales plan for assigned territory. The plan will target specific Management companies and desirable properties within each of the market sectors. Build and present professional relationships to Managers and Board members. Conduct presentations in front of Association Board Meetings. Stay positive and overcome objectives well returning client feedback to operations. Input all prospecting and customer contact activity in the CRM system. Effectively Utilize the CRM to keep organized and maximize daily productivity and knowledge of the marketplace. Attend networking functions, trade shows, and lunch and learns to gain exposure within the market and participate in association committees and meetings. Deliver sealed bids to clients. Perform photo reports on various properties.

Requirements

  • Customer Experience Specialist requires three (3) or more or more years of working experience preferably in the HOA industry.
  • High level of customer service and focus is mandatory for this position.
  • Excellent leadership, communication, time management, and organizational skills.
  • Able to interact with managers at all department levels.
  • The ability to build and maintain client/customer relationships.
  • Proficient with technology including intermediate computer skills, smartphone, and tablet use.
  • Maintain strong relationships with and communication with Company Management.
  • Must be clear and articulate with strong writing and clear presentation skills.
  • Must possess the ability to plan, organize, and work independently.
  • Essential personal characteristics of initiative, ingenuity, persuasiveness, flexibility, and innovation.
  • Must be able to set priorities and stick to them, frequently under demanding circumstances.
  • Requires sitting for extended periods of time, walking, bending, reaching

Responsibilities

  • Identifies and nurtures strategic relationships with partners or potential customers.
  • Assists in the development of a strong pipeline of new business opportunities through direct or indirect customer contact and prospecting.
  • Works with marketing, sales, and other team members to implement business development.
  • Assertively prospect and sell Common area maintenance programs and other services to Homeowner Association in your region.
  • Assist in Developing a strategic sales plan for assigned territory.
  • Build and present professional relationships to Managers and Board members.
  • Conduct presentations in front of Association Board Meetings.
  • Stay positive and overcome objectives well returning client feedback to operations.
  • Input all prospecting and customer contact activity in the CRM system.
  • Effectively Utilize the CRM to keep organized and maximize daily productivity and knowledge of the marketplace.
  • Attend networking functions, trade shows, and lunch and learns to gain exposure within the market and participate in association committees and meetings.
  • Deliver sealed bids to clients.
  • Perform photo reports on various properties.
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