Contract Sales Representative (Finance)

Contract Sales Representative

Charleston, SC, USA Req #566

Thursday, November 21, 2024

Each Contract Salesperson is responsible for maintaining relationships with assigned customers and developing new customers. Individuals in this role identify new project opportunities, review plans and specifications, prepare or supervise bids, present bids and follow up to close contracts and add work to committed backlog. The Contract Salesperson will handle various sales contract documents by reading, organizing, filing and assuring that all stated customer requirements are met. Also, these individuals will 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
• Visits 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 Branch Manager, cultivates new customer relationships in assigned territories
• Secures construction plans and specifications on upcoming work in a timely fashion so that jobs may be taken off and bid
• Participates in take-off process from plans and in construction specification interpretation in order to maximize bid potential
• Reviews all bids for accuracy before submission; submits bids on a timely basis and in a fashion acceptable to the customer while meeting Cook & Boardman, Inc.'s requirements for terms, etc.
• 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.
• Communicates with important vendors regularly to refer service issues, maintain awareness of new product offerings or take advantage of educational opportunities
• Reviews billing & costing on a timely basis; addresses any gross margin concerns that may arise
• 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
• Participates in continuing education for door and hardware products and building code requirements from various sources, including DHI
• Identifies and solves problems, either customer related matters or Cook & Boardman, Inc. internal issues that may involve Contract Salesperson's work
• Assists in collection issues as requested by Credit Department
• Participates in regular sales meetings to assess market opportunities, report on potentials and determine assignments
• Assists in developing skills of detailers, estimators or project managers by helping to coordinate work, identifying errors or potential problems and coaching through to solutions
• Other relative duties as assigned

Minimum Qualifications
• Associate's Degree, or an equivalent combination of education/experience
• Current and valid US driver's license and 21+ years old required to drive for the company
• At least 5 years of experience in a construction-related environment

Knowledge, Skills and Abilities
• English language communication skills (both written and verbal)
• Experience using Microsoft Office products
• Good math aptitude
• Some familiarity with industry specific software (Comsense) preferred
• Ability to travel, mainly local and regional
• Ability to read and interpret construction plans and specifications is a requisite
• Knowledge of commercial door and hardware products and building code requirements

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 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.

Other details

• Pay Type Salary