Summary
The Residential Client Relationship Manager works specifically with smaller residential clients, and the parts of the Symons business that operates throughout the Southern California area. He/she establishes, develops, and nurtures relationships with the customer base. He/she creates strategies to generate revenue and acts as 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 clientsMake sure we continue to receive opportunities to bid with existing clients Seeks to identify future clientsMake phone calls off of permit data to solicit new clientsWorks with estimating to communicate dates client proposals are needed and to ensure Symons captures awarded workMakes jobsite visits to help establish accurate proposals by collecting data needed for proposalsMaintains accurate client info in Sage or whatever platform Symons tracks client data inMakes sure all clients are classified properly Follows up on proposals to clients and documents conversation/meeting discussion on a report/call logPlans weekly activities ahead of time and communicates with Sales Manager and/or Operations Manager on activitiesWill be required to submit a weekly call/activity reportWorks internally with various departments to make sure client’s needs are metInteracts closely with project management at the onset of each new project.Interacts closely with design at the onset of each new projectCommunicate 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 opportunitiesWill 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, relational.
Qualifications
Physical Requirements
- Sitting: Sits at desk for majority of the day of time.
- Handling: Seizes, helps, or works with hands.
- Lifting: Raises or lowers miscellaneous paperwork.
- Reaching: Extends hands and arms in any direction.
- Vision: Read computer and paperwork.
- Stooping: Bends body downward and forward by bending at knees or waist.
- Standing: Remains in standing position if required to perform various functions of the job.
- Talking: Communicating by phone and in person.
- Walking and moving about on foot.
- Driving (need the requirements)
Interpersonal Skills
Alternative or combined skills in understanding, counseling, and/or influencing people are important in achieving job objectives, causing action, understanding others, or changing behavior; and, skills of persuasiveness or assertiveness, as well as sensitivity to the point of view of others.
By signing below, I acknowledge that I have read the above and can successfully perform this job with or without accommodation.
