Serve as a Steward of iSpace Core Values and Brand
Schedule site visits with appropriate internal resources at various phases of the projects
Complete meeting recaps, task lists/next steps, follow up items, and status
Send customer all final project documentation: as-builts, code, client sign-off, survey request and transition/introduction to iSpace team
Recognize the need for CO’s and communicate to customers in a timely manner
Create and disseminate project timelines based on project complexity, customer needs, and internal resources
Receive customer requests, manage customer expectations, delegate to internal teams.
Participates in client testing, training, and sign-off as needed (defined in Handoff meetings who will be responsible at the project level)
Invoice in a timely manner, planning to invoice as soon as it is possible upon completion of work
The position is responsible for identifying the appropriate level of communication needed for each project (scalability) adjusting meeting content, attendees and project options based on current client or project issues
Work with Field Services to communicate all punch list items and keep customer updated through to completion
Coordinate installation needs with Field Services Manager
Regularly communicate project updates and recaps to customers
Using the Handoff Meeting, Kickoff Meeting and Post Op Meeting agendas; schedule, facilitate and lead meetings for all assigned projects/events when necessary based on size and scope of work, or as directed by management and/or leadership
Clearly communicate iSpace deliverables, customer requirements and timeline needs to ensure iSpace is positioned to execute a successful project
Creates projects and delegates initial tasks at the appropriate times to the design, project and installation teams
Utilize Scope Of Work as a tool to hold internal and external customer accountable to their deliverables to ensure successful and timely project completion
Ensure customer requirements are proactively communicated
Update projects with current documentation (proposals, SOW, notes and status)
Delegate CO creation to Design team or create CO’s (such as labor only changes) and submit to client
Clearly communicate payment terms relating to timeline needs
Initiate customer conversations for projects frequently (may vary by customer) to:
Obtain customer decisions, feedback, and approvals in support of project timelines
Prepare final paperwork for invoicing; work with accounting to submit to Sr. AM or AP for approval on margin variances prior to sending to customer
Manage all Internal/External Communications and Meetings for Assigned Projects
Work with Field PMs to confirm completion of customer requirements prior to installation
Use/distribute Project Information Worksheets for each project to provide Accounting and Operations details needed to successfully complete their roles within the project
Ensure iSpace is current with monthly revenue projections
Requirements
bachelor's degree
5+ years
outside sales
project management
building codes
spreadsheets
A strong understanding of construction, real estate, and job site conditions
Bachelor's degree in architecture, engineering, design or similar field required. 5+ years demonstrated success in a deadline driven, customer-experience based business model requiring strong project management skills.
Successful outside sales experience selling to small and medium sized businesses in a given territory
Willingness and ability to work beyond a normal work schedule during peak periods to ensure client needs are met.
Must have proven ability to drive growth and profitability and lead / influence teams
Ability to travel up to 10%
Strong, effective communication with coworkers and clients at various levels
Exceptional verbal and written communication skills are essential along with computer skills, including spreadsheets, presentation, and word processing programs
Must have proven ability to collaborate within teams and cross-functionally and meet deadlines.
(deposit invoice requirements)
Able to manage basic client issue resolution with minimal/no AP support
Comfortable in participating in the construction process and interacting with a General Contractor and Architect
Strong customer focus with solution orientation
Strong product and technical knowledge, including applicable building codes, pricing, price estimating, electricity and cabling, etc.
Must have an exceptional ability to guide teams, influence projects and drive results