Commercial Project Specialist

Phoenix, AZ 85041, United States

Job Description


COMMERCIAL PROJECT SPECIALIST FT, Salary plus Commission, Exempt Reports To: Sales Manager Job Role:
Evaluate roof requirements by physical inspection and accurately diagnosing problems. Prepare accurate roofing proposals by measuring and defining proper materials to include diagrams and photos.
Present proposals on-site when possible/appropriate with customers to secure sales, otherwise, e-mail proposals within a week of inspection, with follow-up to confirm receipt of the proposal and to go over any questions. Engage in effective proposal follow-up until project is decision is reached. Follow company guidelines and policies for providing superior customer service. Additionally, the Commercial
Project Specialist will participate in industry-related and company events as determined necessary. This position also requires a licensed drone operator (Lyons will facilitate and pay for licensing). Drone licensing to be accomplished within six months of hire date. Job Responsibilities & Functions Prospective Customer Communication and Contact:

  • All appointments are to be kept timely.
  • Customers should be called to confirm appointments and provide an estimated time of arrival.
  • Rescheduled appointments should be facilitated through assigned Project Specialist
  • All appointments, including pick-ups and other commitments, should be updated in Salesforce.
  • Customer contact should be made to all pending prospects and updated in Salesforce.
Newly Contracted Customer Communication and Contact:
  • All new customers should be informed about what to expect when a proposal is signed, including but not limited to: o Current backlog of work \xe2\x80\x93 estimated time frame of job commencement o Communication from office o What to expect during production \xe2\x80\x93 including pre-job meetings, project installation and post-production requirements to maintain warranty.
Sales Proposals/Contracts
  • All paperwork requiring signatures and/or initials are to be signed and dated by the customer.
  • Photos of all roof areas required, close ups of details, surrounding property and all problem areas including interior.
  • Sales contracts are to be turned in within 48 hours of the customer signing.
  • Maintaining current and accurate pricing of all materials/accessories.
  • Accurate requisition of materials is required to avoid shortages.
Sales/Production Responsibilities:
  • All job specifications subsequent to initial contracts are required to be identified requisition and are to be communicated fully to Commercial and Production Management.
  • Attendance at pre-job meeting for all contracts sold prior to project start date.
General Operations
  • Perform within full compliance with all company policies and procedures, as further defined in the
Employee Manual, Procedure Manual and Safety Manual according to the Lyons Way standards.
  • Participate in company and departmental strategic planning and goal setting with management as needed.
  • Participate in developing, implementing, and managing departmental and company policies as needed.
  • Exhibiting and promoting mutual respect and trust to the company values and mission to all employees, associates, suppliers, and customers.
  • Participate/attend company teambuilding and social functions.
  • Participate in training for Salesforce, CompanyCam, Outlook and other software programs as required with the goal of attaining eventual proficiency.
  • Ability to safely navigate Lyons Roofing Drone. Become a Licensed Drone Operator within 6 months of date of hire.
Benchmarks for Success:
  • All appointments to be met on time with courtesy calls made with ETA prior to arrival; calls required to inform customers of changes in scheduled times.
  • Maintain required communication in Salesforce with all prospects through sale or closing file.
  • Maintain required communication with Sales Administrator and Production Manager for all customer and sale related activities.
  • All customer communications must be updated in Salesforce within a reasonable time period.
  • Accuracy in order measuring, pricing, and processing.
  • Complete photo documentation of all inspections and revisits to be recorded in CompanyCam.
  • All documentation including proposals, take-off sheets, customer RFP, satellite reports and contracts to be uploaded and stored in CompanyCam.
  • Turn in signed sales proposals within 48 hours of signature.
  • Self-generated leads and self-prospecting expected.
  • Building and maintaining client relationships is expected.
  • Continued involvement with customers through production phase.
  • Maintenance and updates of all pricing.
  • Communication with Project Managers on all aspects of each job.
Job Type: Full-time Pay: From $700.00 per week Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Referral program
  • Vision insurance
Compensation package:
  • Bonus pay
  • Signing bonus
Schedule:
  • Monday to Friday
Work Location: Hybrid remote in Phoenix, AZ 85041
  • Health insurance

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Job Detail

  • Job Id
    JD4270760
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Phoenix, AZ 85041, United States
  • Education
    Not mentioned