The Cook & Boardman Group
Sales Representative (Finance)
Everett, WA, USA Req #459
Monday, October 14, 2024
Summary
The Sales Representative is responsible for maintaining relationships with assigned customers. Individuals in this role identify new project opportunities, review plans and specifications, prepare or supervise bids, present bids and follow up to close and add work to committed backlog. This individual will also oversee the work performed and the billing for that work, and will be involved in promptly solving any problems that may arise on the project.
Essential Functions
• Communicates with assigned customers on a regular basis to check progress of current jobs and get leads for new work that may be coming up.
• With coordination from Manager, cultivates new customer relationships.
• Secures construction plans and specifications on upcoming work in a timely fashion so that jobs may be taken off and bid.
• Executes take-off process from plans and in construction specification interpretation in order to maximize bid potential.
• Prepares bids and reviews them for accuracy before submission; submits bids on a timely basis and in a fashion acceptable to the customer.
• Follows up on bid results and negotiates to capture jobs where necessary.
• Maintains good vendor relationships, and obtains competitive bids from vendors to maximize bid potential and gross margins earned.
• Attends project meetings as required by customer and / or circumstances.
• Manages projects by proactive communication with customers, review of reports, monitoring of vendor performance and coordination with warehouse / shipping activities.
• Participates in physical inventories by counting or verifying assigned areas.
• Visits jobsites as needed to attend meetings, check progress of work, or to diagnose and resolve problems.
• Identifies and solves problems, either customer related matters or Cook & Boardman internal issues that may involve their work.
• Participates in regular sales meetings to assess market opportunities, report on potentials and determine assignments
Minimum Qualifications
• Current and valid US driver's license
• At least 3 years in construction-related environment
Knowledge, Skills and Abilities
• Proficiency with Microsoft Office products; some familiarity with industry specific software (Comsense)
• Ability to read and interpret construction plans and specifications
• Knowledge of commercial door and hardware products and building code requirements
• Strong written and verbal communication skills
• Strong mathematical skills
• Must have excellent interpersonal and customer service skills
• Must be detail oriented with strong organizational skills and the ability to multi-task
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear and see. The employee frequently is required to stand; walk; use hand to finger, handle or feel; and reach with hands and arms.
Work Environment
This job operates primarily in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. May occasionally require driving to project sites.
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
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