Regional Deficiency Sales Specialist

Summit Companies•Dallas, TX

10d

About The Position

This position identifies deficiencies in existing customer accounts based on field inspector findings or other documentation, then promotes and sells products and services to correct them. The role provides customer service, manages proposal and sales activity, coordinates timely handoffs, and is accountable for sales goals and revenue. It receives, communicates, prices, and negotiates deficiency sales calls; generates and follows up on proposals; communicates proposal status to management; and maintains opportunity records in Salesforce and status tags in Building Reports. Inspection repair opportunities must be reviewed and proposed within two business days, submitted proposals must be followed up and updated within five business days, and all red tags in Building Reports must be reviewed daily. The specialist triages customer priorities, assigns opportunities to another sales representative when appropriate, provides clear and team-oriented service handoffs, and develops knowledge of the company's products and services. Site-visit work is transferred to a Service Sales Representative unless otherwise directed by the sales manager. The position also maintains customer relationships, collaborates with coworkers and management, keeps current with technical information, and follows safety programs, company policies, and applicable laws and regulations. The role is consistently performed indoors in an office or remote setting, both alone and with others, and frequently involves travel. The employee may occasionally need to wear personal protective equipment. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. The employer is committed to equal employment opportunity and is an Equal Opportunity, Affirmative Action employer.

Requirements

High school diploma or GED.
Two years of experience operating a computer and using Microsoft Office.
Ability to effectively read, write, and communicate in English with employees, customers, and boards of directors.
Valid driver's license with an acceptable driving record.
Reliable transportation.
Ability to comply with the company's Drug and Alcohol policy and background screening requirements, including customer-specific requirements where applicable.

Nice To Haves

Associate's or bachelor's degree in Business or a related field.
Two years of relevant business development work experience or Fire Life Safety sales experience.

Responsibilities

Receive, communicate, price, and negotiate client deficiency sales calls to maintain and build the company's service business.
Generate proposals, follow up on active proposals, and close sales.
Communicate the status of active proposals to management.
Review and propose all inspection repair opportunities within two business days.
Follow up on submitted proposals and update their status in Salesforce within five business days.
Review all red tags in Building Reports daily.
Triage customer priorities to determine which orders should take priority and be completed first.
Assign opportunities to another sales representative as appropriate.
Provide high-quality service handoffs using turnover forms and clear scopes, while working as part of a team.
Keep opportunity status updated in Salesforce and status tags updated in Building Reports.
Develop product knowledge and explain the differences among the company's products and services to customers.
Transfer work involving a site visit to a Service Sales Representative unless otherwise directed by the sales manager.
Manage workload volume and multitask incoming requests from external sources.
Maintain positive customer relationships and route information to appropriate personnel for follow-up, quotes, questions, or concerns.
Provide friendly, outstanding service to internal and external customers and coworkers.
Stay current with technical aspects of the job by reading technical manuals, bulletins, product brochures, and similar materials.
Maintain a safe and secure work environment by following OSHA and company safety programs.
Follow company policies and procedures and applicable local, state, and federal laws and regulations.
Maintain punctual, regular, and predictable attendance.
Work collaboratively in a team environment and respectfully take direction from the RSM and local management.
Perform other duties as assigned.