Develop and maintain positive relationships with vendors, customers, and employees.
Communicate effectively with customers.
Prepare Bill of Materials (BOM) in JMS and submit to customer and assigned Outside Sales Rep.
Collaborate with Outside Sales to secure projects.
Stay up to date on new products by attending trade shows and seminars.
Ensure total accuracy of quote including spares, freight, storage, lift gates, vendor deposits, etc.
Participate in pre-job and project review meetings.
Review returned submittals and renegotiate with vendor if necessary.
Maintain all quotes electronically in the JMS system.
Identify projects to utilize the Instant Rebate Program.
Finalize paperwork with Outside Sales, updating any lead times on approved (BOM).
Complete accurate quote packages for customers and the sales team to secure lighting project business. Apply appropriate quotations strategy depending on bill of material while maintaining established project profitability requirements and adhering to the lighting project process.
Review Purchase Order and include Terms and Conditions.
Coordinate with Outside Sales to complete project paperwork.
Update final BOM in JMS and send to assigned Project Administrator for review.
Engage in Life Long Learning activities and meet yearly requirements.
Prepare submittals as requested and monitor their return via check list.