Sheet Metal PM / Sales at Brightpath
Oceanside, CA
About the Job
PM – Sales Representative
Department: Residential Roofing Sales
Reports To: President
Describe the broad function and scope of the position:
Under the direct supervision of the President, the Sales Representative is responsible for:
- The development and implementation of marketing strategies and programs for the region, in order to properly focus resources, constantly broaden our customer base, and to maximize sales opportunities.
- The development and implementation of sales strategies and programs for the region in order to produce results that meet the budgeted residential revenue and gross profit projections for the Company.
- Assisting with the production of estimates and proposals and updates/extensions of contracts in order to ensure that job costs are accurately projected for every project, to satisfy the requirements of our customers and to maximize the opportunity to increase profitability.
- Networking with potential new customers and entertaining newly established and current customers in order to constantly broaden our customer base, increase and enhance our sales opportunities and to make sure the company is positively differentiated from the competition.
- Maintaining sales-related reports in order to record all information available regarding residential construction activity in region, and to keep management abreast on important new information regarding customers and competitors.
- Supervises Sales Associate/Estimator
Describe the principal continuing accountabilities of the position in order of importance:
- Takes responsibility for the coordination, production and implementation of marketing programs while developing and enhancing the desired image in all regions.
- Uses every means possible (i.e. networking, information from vendors, information from trade periodicals, etc.) in addition to formal tracking of activity in all markets in which we are active to thoroughly understand all information relevant to us about who is doing what in our market.
- Takes responsibility for recognizing all sales opportunities, procuring plans, overseeing take-offs, producing estimates and assisting with proposal preparation and follows-up proposals with customers.
- Responsible for monitoring and achieving the budgeted revenue for his/her respective territory/region.
- Assists in producing estimates that are accurate and well presented and works with estimating staff to constantly upgrade, refine and update estimating templates.
- Takes responsibility for the overall scheduling of the estimating process with a special eye toward the timeliness of the turnaround of proposals.
- Takes complete responsibility for updates or extensions of current contracts.
- Entertains customers with an eye towards building enduring, professional relationships; recognizes contacts and develops relationships with all potential new customers.
- Tracks production of all residential construction in his/her assigned market area, including maintenance of the Key Account Tracking Reports.
- Maintains Bid Tracking Report, Bid Analysis Report.
- Submits weekly sales report that provides a summary of all activity in his/her market area that is relevant to our current activities and strategies, and focuses on important information regarding our customers and competitors.
Describe the position characteristics:
- Personnel Supervised:
- Decision Making:
- Internal Contacts:
- External Contacts:
- Budget Responsibility:
- Education and Experience Required:
- Computer Equipment and Software Reqs:
The specific statements shown in each section of this description are not intended to be all inclusive. They represent typical elements and criteria considered necessary to successfully perform the job. The Company reserves the right to assign employees to jobs other than their usual work assignments when required. Various factors, such as workloads, operational efficiency and staffing needs may require variations in an employee's starting and ending times and the total hours worked each day or each week.