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Service Account Manager

Company: Lawton Business Solutions
Location: Sarasota
Posted on: May 17, 2022

Job Description:

Full Job DescriptionPurpose and Objective:Service Account Manager is a senior sales role, whose primary objective is to respond to service repair leads both residential and commercial and provide proposal(s) for needed repair/maintenance.Specific Duties, Functions and Responsibilities:The basic mission of this position is to create, retain and follow up on leads generated through individual or company marketing efforts, prepare estimates and close sale of services.

  • Contact daily leads provided by Service Administration with takeoff appointment. Calls to be made within 24-hours of receiving a work order.
  • Inspect and evaluate roof conditions in preparation of proposals.
  • Upload photos to Data Forma (day of inspection) and label.
  • MUST upload and mark an overview either from Google Earth or Near Map with repair locations.
  • Ensure accurate estimates, adhering to company margins.
  • Prepare written repair proposals with photos including overview to deliver and/or email to customer for review and approval and CC Service Manager.
  • Update work order in Follow Up with delivered proposal and enter your next follow up call (MUST be within 48 hours-unless otherwise specified by customer, then make a note why not within 48 hours).
  • Complete daily follow up calls per your Follow Up Dashboard.
  • Upload copy of estimate and proposal in proper work order/project in CRM (DataForma).
  • May be called upon to do reroof takeoffs by Estimating division.
  • Proactively recruit referrals from existing customer base and contact with face-to-face sales calls.
  • Maintain a positive relationship with current and future property managers which results in our company being the first and sometimes only call for service or quotes for service.
  • Network both during work hours and periodically after hours while representing the company at designated industry network groups.
  • Maintain assigned sales quotas and follow established company sales guidelines.
  • Follow Up Dashboard MUST be updated and followed through daily.
  • Learn and become proficient with company processes, procedures and software systems.
  • Maintain technical knowledge by attending educational workshops, review technical publications and participate in ongoing training programs.
  • Participate in pre-bid meetings as required.
  • Participate in bi-weekly Service turn-over meetings.
  • Participate in weekly internal sales meetings and sales training sessions.
  • Maintaining sales information by entering information into company CRS (Follow Up CRM).
  • All company vehicles provided to employees of CFS Roofing MUST be properly maintained. You will be required to maintain; cleanliness, immediate notification to fleet manager and service manager on any type of damage including but not limited to minor dents, cracked windshield, ensure ladders and other equipment is properly secured to vehicle and maintained as well.
  • Coordinate with fleet manager oil changes and routine maintenance.Leadership, management and teamwork must be able to work well with others and within company system.
    • Ability to manage complex projects and muliti-task.
    • Dedication to providing great customer services.
    • Ability to flourish with minimal guidance, be proactive and handle uncertainty.
    • Ability to work with others to accomplish goalsRequired Knowledge, skills and physical abilities:
      • Minimum 3 years experience in roofing.
      • Basic knowledge of general roofing systems, codes and general construction methods.
      • Must be able to physically remove ladder from truck by yourself.
      • Ability to set up ladder (up to 32) and comfortable to climb ladder(s) to access roofs.
      • Florida driver's license and clean driving record.
      • Demonstrated ability to read and understand contracts.
      • Experience in writing detailed scope(s) of work for proposals.
      • Computer skills Office 365 (including Word & Excel);
      • Excellent people, communication and negotiating skills.
      • Ability to work independently, to use time productively, and to work well with customers in a multi-functional, fast paced environment.
      • Able to adapt to daily activities that can become complex and confusing.
      • Capable of understanding priorities and managing priorities effectively.
      • Ability to communicate and interpret instructions in a clear and precise style.
      • Ability to compose standard letters, with proper format, grammar, punctuation, and spelling, using all parts of speech appropriately.
      • Ability to speak with poise, voice control and confidence.
      • Good analytical skills.
      • Strong time management and organizational skills.
      • Ability to formulate plans and work independently.
      • Ability to evaluate the options and make the best choice while listening objectively to other opinions;
      • Dresses for situation.Job Type: Full-timePay: $45,000.00 - $60,000.00 per yearBenefits:
        • 401(k)
        • 401(k) matching
        • Company car
        • Dental insurance
        • Health insurance
        • Life insurance
        • Paid time off
        • Vision insuranceSchedule:
          • Monday to Friday
          • Weekend availabilityAbility to commute/relocate:
            • Sarasota, FL 34240: Reliably commute or planning to relocate before starting work (Preferred)Education:
              • High school or equivalent (Preferred)Work Location: One location -Powered by JazzHR

Keywords: Lawton Business Solutions, Sarasota , Service Account Manager, Executive , Sarasota, Florida

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