Service Sales Representative

Allied Fire Protection; Carrollton (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

Allied Fire Protection in Carrollton, TX is seeking a Service Sales Representative to identify deficiencies, prepare proposals, and communicate with inspection teams and customers to drive service and repairs.

The role emphasizes meeting sales budgets, maintaining records, coordinating with internal teams, and providing accurate estimates and scope sheets. Proficiency with Microsoft Office and CRM like Salesforce is preferred.

Qualifications

• Minimum education of High School Diploma or Equivalent.
• General understanding of Microsoft office products.

Responsibilities

• Identify deficiencies noted in ServiceTrade and/or Inspection Reports and prepare proposals.
• Communicate effectively with Inspection Teams to ensure clear understanding of deficiencies and means of correction.
• Create deficiency proposals and service repair proposals as outlined in SOPs.
• Communicate deficiency and repair proposals to customers via ServiceTrade, phone, fax or email.
• Meet or exceed sales budget goals set by service sales manager.
• Estimate hard bid contracts and provide a proposal on bid date.
• Conduct job site surveys to ensure accuracy of estimates.
• Maintain inspection and service sales log for bids exceeding threshold amounts.
• Participate in required weekly/monthly/quarterly team meetings.
• Partner with Marketing and Business Development Team.

Skills

CRM or Salesforce experience

Strong verbal skills

Written communication

Time management

Team leadership

Customer service

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Salesforce.com

Job description

SERVICE SALES REPRESENTATIVE

Job Description

Job Responsibilities

• Identify deficiencies noted in ServiceTrade and/or Inspection Reports generated from Building Reports or AFP approved inspection reports and prepare proposals
• Communicate effectively with Inspection Teams to ensure clear understanding of deficiencies noted and means of correction
• Create deficiency proposals as outlined in standard operating procedures
• Create service repair related proposals as needed as outlined in standard operating procedures
• Communicate deficiency and repair proposals directly with primary service sales account representatives or with customers via ServiceTrade functions, phone, fax and/or email
• A continued commitment in pursuit of enhancing existing and new customer experience by assisting with emergency service or deficiency inbound calls, including follow up on leads and deficiency proposals.
• Meet or exceed sales budget goals set by service sales manager
• Promote a positive ongoing relationship with both internal and external customers and end users
• Estimate hard bid contracts and provide a proposal to the customer on the bid date
• Conduct job site surveys to ensure the accuracy of the estimate
• Prepare assigned reports needed for invoicing (Customer set up sheet)
• Maintain inspection and service sales log for all deficiency bids exceeding Quality Check and Audit threshold amounts
• Demonstrate effective communication skills when interacting with all internal and external customers
• All other duties assigned

Expectations

• Believe In, Live, and Support Our Mission Statement, Core Values and Business Plan Daily
• Safety First
• Start each meeting with a Safety Topic – internal and external
• Ensure Safe Driving of Company Vehicle or Personal Vehicle
• Complete weekly Bid Logs to track monthly Close Ratios and total Bids Won (i.e. 10-15%, 1.5M)
• Provide estimate and required budget details for all jobs bid
• Provide detailed Scope Sheets for all jobs bid
• Pursue Bid Tabs for all estimates that are not awarded
• Maintain a Global Customer View for opportunities to expand leads and relationships across product lines and customer portfolio
• Maintain an Account Ownership mindset to ensure Customer Satisfaction and Customer Retention
• Maintain Customer contacts and appointments on Outlook calendar that is accessible by Manager
• Ensure Customer Satisfaction and respond to Customer Satisfaction Survey feedback improvement opportunities
• Review Notices and Liens reports, contact customers as needed, and respond to Accounting team with updates
• Submit Expense Reports timely; ensure expenses are targeted and approved in advance
• Participate as needed with Organizations to promote leads and support customer relationships with primary service sales representatives.
• Actively Participate in required Weekly/Monthly/Quarterly team meetings
• Use Proposal guidelines and formatting per AFP Scribes for ServiceTrade
• Ensure proper formatting, details are complete, with a professional appearance
• Participate in ongoing training – SOPs, Codes/Technical, Customer Service, Software, etc.
• Review Profitability reports for accuracy and estimation improvement opportunities
• Support and Ensure Adherence with Company SOPs – Job Set Up, Contracts, Change Orders, Accounting Processes, Subcontractors, etc.
• Teamwork – maintain positive interactions within your team, local office, same department in other offices, Accounting, etc.
• Actively participate in Lunch N Learns, events, trade shows, etc.
• Partner with Marketing and Business Development Team
• Know the Allied “Why” – maintain a consistent message

Knowledge

• Minimum education of High School Diploma or Equivalent
• General understanding of Microsoft office products

Work Experience

• Previous experience with customer service in an office setting
• Sprinkler or Alarm Service Sales experience a plus
• Sprinkler or Alarm Inspection experience a plus

Skills And Competencies

• CRM or Salesforce experience
• Strong verbal skills and written communication, and time management skills
• Ability to take direction from upper management
• Accurately complete and maintain all paperwork
• Demonstrate positive teamwork and ability to be a team leader and mentor
• Maintain a clean and safe work environment
• RME-I preferred, Strong Technical experience in sprinkler
• Ability to perform work in an efficient and organized manner and maintain thorough record keeping skills
• Ability to professionally communicate with customers and provide excellent customer service