Residential Sales Assistant - VIP Staffing

San Antonio, TX 78223

Job Basics:

To perform sales related administrative tasks and assist the project managers in providing 100% customer satisfaction.
Regular hours are from 7:30 AM to 4:30 PM Monday through Friday.

Specific Tasks:

Take and make phone calls to customers, including: follow up phone calls within 24 hours of sending out a bid to a customer. Including taking calls of an unpleasant nature.
Pre-qualify leads and record call details into Smartsheet and set appointments for Project Managers.
Maintain Smartsheet accurately for use in weekly bid reviews.
Utilize Smartsheet for the entire sales process (documenting all correspondence up to win/losing the bid).
Once bid has been accepted and a contract signed, gather all information (such as CAD drawings and materials lists and all other paperwork for the job package and submit to production within 48 hours).
Calling in locates.
Checking in by 3pm for jobs scheduled for the next day.
Schedule pre-construction meetings for jobs over $15,000.
Handle customer calls that could not be put through to the project managers directly, communicate with customer by phone when concerns arise, including setting and changing appointments as needed.
Upselling : Asking the customer if they are aware of other services we offer and inform them (i.e, staining, decks, etc.).
Ask for referrals and on-line reviews (when they are likely to be positive) on every job.

Assist Project Managers With (but not limited to) The Following:

Qualifying leads.
Sending bids.
Estimating jobs by quoting using Google maps, etc.
Getting job packets ready for production/installation.
Get quotes for special materials.
Process downpayments.
Dealing with addendums and last minute changes.
Research products.
Attend bid meetings. Will need a good working knowledge of all jobs in the system and provide updates and information.
Answer customer’s questions.
Answer manager and employee questions.
Respond to e-mails.
Set up new jobs.
Submit and request drawings from CAD dept.
Push through Q inspections of jobs and push through invoicing.
Collections for Residential accounts.
Communicate with Inventory, QC Superintendents, Project Managers throughout the day to confirm scheduling or issues that have arose.
Keep production and install on schedule.
Communicate with Project Managers on changes, updates or inventory and update Outlook calendars.
Organizing and maintaining project files.
Follow up on all leads by phone and email within 24 hours of sending.

Other Responsibilities/Tasks:

Ensure company’s insistence on safety at all times while providing 100% customer satisfaction.
Essential tasks will not be limited to this job description, but will include any reasonable task assigned by a project manager.
Dependability and punctuality is essential to this role.
The need to be flexible is very important.

Essential Skills:

Computer literacy is essential. Able to learn and grasp accounting, CRM and other software programs that might be new to the employee.
Must be very familiar with Microsoft Office including Excel, Word and Outlook.
Organizational skills and multi tasking.
Excellent people skills and communication (extrovert/Type-A personality).
Ability to multi-task.
Ability to listen to a customer’s concerns and communicate persistently.
Ability to receive constructive feedback to improve and excel.
Good math and written skills.

Source : VIP Staffing