Summary
The Residential Client Relationship Manager works specifically with smaller residential clients and the parts of the Symons business that operate throughout the Southern California area. He/she establishes, develops, and nurtures relationships with the customer base. He/she creates strategies to generate revenue and is the primary point of contact for customer concerns. He/she often will work with various parts of the internal teams to ensure client satisfaction. Besides developing strong relationships, you will be responsible for generating profitable sales strategies that benefit both Symons and the customers. Success in this role will be demonstrated by your ability to skillfully manage client and Company expectations, deliver exemplary service, and generate stable revenue.
Duties And Responsibilities
- Generates and screens opportunities to bid with new clients
- Make sure we continue to receive opportunities to bid with existing clients
- Seeks to identify future clients
- Make phone calls off of permit data to solicit new clients
- Works with estimating to communicate dates client proposals are needed and to ensure Symons captures awarded work
- Makes job site visits to help establish accurate proposals by collecting data needed for proposals
- Maintains accurate client info in Sage or whatever platform Symons tracks client data in
- Makes sure all clients are classified properly
- Follows up on proposals to clients and documents conversation/meeting discussion on a report/call log
- Plans weekly activities ahead of time and communicates with the Sales Manager and/or Operations Manager on activities
- Will be required to submit a weekly call/activity report
- Works internally with various departments to make sure client’s needs are met
- Interacts closely with project management at the onset of each new project.
- Interacts closely with design at the onset of each new project
- Communicate with AHJ on plan comments and/or inspection issues (as needed to develop or assist in client satisfaction).
- Identifies and attends building industry events as needed to identify new opportunities
- Will be measured by:
- New Sales
- Monthly Billing
- Backlog and forecasting
- Reliable and predictable attendance is required for the function of this job*
- Duties and responsibilities may be changed at any time*
Education And Experience
Outside sales, custom home experience, fire protection/sprinkler knowledge, outgoing personality, proactive, organized, Microsoft Word, Microsoft Excel, professional, responsive, resourceful, reliable, and relational.
Qualifications
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Prior construction sprinkler knowledge.
- Residential sprinkler knowledge.
- Oral and written communication.
- Must possess excellent collaboration, organizational, and negotiation skills.
- Ethical decision-making.
- Emphasis on communication and sales.
- Effective multi-tasker.
Physical Requirements
- Sitting: Sitting at a desk for the majority of the day.
- Handling: Seizes, helps, or works with hands.
- Lifting: Raises or lowers miscellaneous paperwork.
- Reaching: Extends hands and arms in any direction.
- Vision: Read computers and paperwork.
- Stooping: Bends body downward and forward by bending at knees or waist.
- Standing: Remains in a standing position if required to perform various functions of the job.
- Talking: Communicating by phone and in person.
- Walking: Moving about on foot.
- Driving: Safe driving
