Contract Sales Representative

About the role

The Contract Salesperson is responsible for maintaining relationships with assigned customers and developing new customers. Individuals in this role identify new project opportunities, review plans and specifications, prepare or supervise bids, present bids and follow up to close contracts and add work to committed backlog. The Contract Salesperson will handle various sales contract documents by reading, organizing, filing and assuring that all stated customer requirements are met. Also, these individuals will oversee the work performed and the billing for that work, and will be involved in promptly solving any problems that may arise on the project.

Responsibilities

• Visits assigned customers on a regular basis to check progress of current jobs and get leads for new work that may be coming up
• With coordination from Branch Manager, cultivates new customer relationships in assigned territories
• Secures construction plans and specifications on upcoming work in a timely fashion so that jobs may be taken off and bid
• Participates in take-off process from plans and in construction specification interpretation in order to maximize bid potential
• Reviews all bids for accuracy before submission; submits bids on a timely basis and in a fashion acceptable to the customer while meeting Cook & Boardman, Inc.’s requirements for terms, etc.
• Follows up on bid results and negotiates to capture jobs where necessary
• Maintains good vendor relationships, and obtains competitive bids from vendors to maximize bid potential and gross margins earned
• Attends project meetings as required by customer and / or circumstances
• Manages projects by proactive communication with customers, review of reports, monitoring of vendor performance and coordination with warehouse / shipping activities.
• Communicates with important vendors regularly to refer service issues, maintain awareness of new product offerings or take advantage of educational opportunities
• Reviews billing & costing on a timely basis; addresses any gross margin concerns that may arise
• Participates in physical inventories by counting or verifying assigned areas
• Visits jobsites as needed to attend meetings, check progress of work, or to diagnose and resolve problems
• Participates in continuing education for door and hardware products and building code requirements from various sources, including DHI
• Identifies and solves problems, either customer related matters or Cook & Boardman, Inc. internal issues that may involve Contract Salesperson’s work