Job Summary:
Plan, direct, and coordinate activities concerned with marketing and sale of projects. Participate in the conceptual development of specialized projects and oversee scheduling and budgeting of those projects.
Primary Job Duties:
· Input customer data, titles, contact information daily into Salesforce.
· Improve communication with the client to determine the path / plan of action and project timeline within one week of receiving the file and before giving to Estimating.
· Manage the receipt of required information for the project (obtain name, number, and email of the owner/franchisee or agent on the current project, ask for deadlines, current drawings of the building, kitchen equipment information, roof structure information, etc) within two weeks of file creation.
· Generate a proposal according to the scope of work two days prior to the bid date; and conduct daily reviews of bid deadlines. Recipients of the proposal can be General Contractors, Owners, Developers, and Mechanical Contractors, changing the status field to “Sent” and notating the date sent and whom it was sent to in Salesforce.
· Maintain weekly communication with General Contractors, Owners, Developers, and Mechanical Contractors on their expectations and our expectations of them. Note and date the conversation in Salesforce.
· Review files daily to ensure bids are sent out to the customer two days prior to the bid due date, including all pertinent information regarding the project (i.e., equipment lead times).
· Maintain project bid / estimating / proposal status documentation utilizing file server repositories and Salesforce CRM software.
· Manage the receipt of a signed proposal daily and the activation of the approved project with Accounting.
· Maintain and establish weekly corporate relations with clientele (i.e., General Contractors, Owners, Developers, Mechanical Contractors, Franchisees, etc).
· Maintain biweekly proposal follow-ups, notating each follow-up in Salesforce (date and initial).
· Provide weekly summary reports.
Education and Experience
Bachelor's Degree strongly preferred.
At least 3 years of HVAC, A/C or Commercial Construction experience.
EOE
...lively and active all year round with new events and experiences around every corner.... ...opportunity: NWC is in search of an experienced Coordinator of Sales and Event Management who will split time between the Sales, the Marketing and the Event Management departments,...
...ADA) to join our team in serving the people of Bucks County. As an ADA, you will play a critical role in prosecuting criminal cases, advocating for justice, and ensuring the fair application of the law. This position involves a range of responsibilities, including...
...Pilates Instructor- New Rowlett Club Here We GROW Again! Are you a potential Pilates Instructor and ready to leave average in the past? Be a part of one of the greatest growth stories ever told in the fitness industry. With 85+ locations currently and...
...delineation protocol changes to ensure compliance with the latest requirements. Minimum Qualifications Bachelors degree in biology, ecology, botany, environmental science or related natural resources field; A minimum of 12 years of experience preparing and focusing...
...Job Description As the Pizza Chef, you are the trained expert crafting our Domino's handmade products with knowledge and proficiency in all aspects of food preparation. You will make and bake food in our Domino's stores in a timely manner, while maintaining the highest...