Fire Alarm Estimator

Job Responsibilities

• Meet with potential clients on a regular basis, both in office and at project walks
• Exhibit a continued commitment in pursuit of new customers by scheduling sales calls, following up on leads and utilizing market strategies
• Receives and reviews requests for proposals or invitations to bid directly from customers, bid boards, or other means
• Generates sales or opportunities through customer outreach or other means
• Records, updates, and monitors quotes via company policies, bid logs, and CRM, as appropriate (Salesforce)
• Estimates, quotes, and provides a proposal in a timely manner and ahead of bid deadlines when possible
• Utilizes the most updated estimator workbook or estimating tool when preparing quote
• Provides a layout of alarm system/components via company procedures, which may involve a paper or digital layout
• Reviews and seeks approvals on estimates exceeding value or scope of work thresholds as required
• Conducts peer reviews on proposals as required
• Identifies and qualifies scope per bid documents, job walks, or local requirements
• Provides exclusions on proposals as appropriate
• Communicate quotes or proposals directly with customer via phone and/or email
• Documents conversations and activity per company procedures
• Covers multiple scopes to produce one proposal to customer when appropriate
• Updates and monitors the Bid Log for all projects
• Coordinates work schedules and resources with Remodel Department, as needed
• Participate in corporate meetings, quarterly sales meetings, and company events
• Conduct job site surveys to ensure the accuracy of the estimate, as needed
• Prepares assigned reports needed for invoicing (Customer set up sheet)
• Promote a positive ongoing relationship with customers and end users
• Demonstrate effective communication skills when interacting with all internal and external customers

Work Expectations

• Believe In, Live, and Support Our Mission Statement and Core Values Daily
• Mission Statement: Continually setting the standard of excellence in fire and life safety
• Values: Safety First, Integrity, Customer Focused, Humility, Ownership, Teamwork
• Ensure Safe Driving of Company Vehicle or Personal Vehicle
• Complete weekly Bid Logs to track monthly Close Ratios and total Bids Won (i.e. 10- 15%, 1.5M)
• Provide estimate and required budget details for all jobs bid
• Provide detailed Scope Sheets for all jobs bid
• Pursue Bid Tabs for all estimates that are not awarded
• Maintain a Global Customer View for opportunities to expand leads and relationships across product lines and customer portfolio
• Maintain an Account Ownership mindset to ensure Customer Satisfaction and Customer Retention
• Ensure Customer Satisfaction and respond to Customer Satisfaction Survey feedback improvement opportunities
• Review Notices and Liens reports, contact customers as needed, and respond to Accounting team with updates
• Submit Expense Reports timely; ensure expenses are targeted and approved in advance
• Actively Participate in required Weekly/Monthly/Quarterly team meetings