Service Sales Specialist

Description

• Route new leads to the appropriate team members in alignment with current lead-ownership standards.
• Ensure all agreements have the latest tasking versions deployed and aligned with current operational standards.
• Coordinate and track bid timelines by preparing required documentation in advance and issuing timely reminders to support on-time submissions.
• Develop new service agreement estimates by accurately entering equipment details, applying standard scopes of work, and creating preliminary labor plans.
• Update existing agreements by revising consumable costs (e.g., filters, belts, and other materials), obtaining vendor or subcontractor quotes, and incorporating field-identified corrections.
• Maintain accurate photo documentation by obtaining updated images and ensuring all photo records are complete and correctly formatted.
• Support proactive sales and marketing by maintaining accurate resources, developing new tools or materials, and identifying opportunities for process improvements.
• Research and compile relevant service documentation, including equipment IOMs, specialty service requirements, and required or recommended materials, with consideration for cost-effective and sustainable sourcing options.
• Conduct proactive account management by auditing service information, developing CRM-based Client Care Call plans, making follow-up calls, triaging customer needs, and logging all actions in the CRM.
• Review and update tasking standards based on the most current equipment information, IOM requirements, and consumable needs.
• Collect, organize, and standardize site, safety, and HVAC equipment information submitted by Proactive Sales and Field Teams, including photos, make, model, and serial numbers.
• Process renewals for existing agreements, including house accounts and auto-renewal requests, and complete simple contract performance checks.

Requirements

• Excellent customer service skills, with the ability to maintain professionalism and a positive attitude under pressure.
• This position may require climbing ladders and the ability to function at heights.
• This position may involve standing for extended periods and working in tight spaces.
• Proven ability to manage multiple tasks simultaneously in a fast-paced environment.
• Working in inclement weather conditions
• Effective communication skills, both verbal and written, for engaging with customers and internal teams.
• This position may require lifting to 75 lbs. from floor to countertop and countertop to floor.
• Strong organizational skills with exceptional attention to detail.
• 2-year business school or equivalent combination of education and experience.
• Excellent computer skills, specifically with Microsoft applications.
• Minimum of 3 years’ experience working with commercial construction administration.
• Ability to make decisions, dispose of problems, and complete thoroughly detailed work.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance