Commercial Sales Representative / Project Manager, Window Coverings

The incumbent in this role is fully responsible for commercial sales of window coverings from initial contact with the customer through to and including managing deficiencies and invoicing after installation.<br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br />

Calgary, AB

Catherine Brownlee

<!-- [if lt IE 9]> <script src="" type="text/javascript"></script> <link rel='stylesheet' href='' /> <![endif]--><!-- [if IE 7 ]> <link href="" media="screen" rel="stylesheet" type="text/css" /> <![endif]--><!-- [if IE 8 ]> <link href="" media="screen" rel="stylesheet" type="text/css" /> <![endif]--><!-- [if lte IE 8]> <script type="text/javascript" src=""></script> <![endif]--><!-- This site is optimized with the Yoast SEO plugin v2.3.4 - --><!-- / Yoast SEO plugin. --><!-- [if IE 8]><link rel="stylesheet" type="text/css" href="" media="screen"><![endif]--> <div id="mk-boxed-layout"> <div id="mk-theme-container"> <div id="theme-page"> <div id="mk-page-section-5a21f4d784433" class="full-width-5a21f4d784433 full-height- mk-page-section self-hosted mk-blur-parent mk-shortcode " data-intro-effect="false"> <div class="mk-main-wrapper-holder"> <div class="theme-page-wrapper -layout mk-grid vc_row-fluid row-fluid page-section-content"> <div class="theme-content"> <div class="vc_col-sm-12 wpb_column column_container "> <div class="wpb_row vc_row vc_row-fluid mk-fullwidth-false attched-false vc_row-fluid"> <div class="vc_col-sm-8 wpb_column column_container "> <div class="mk-text-block " style="margin-bottom: 0px; text-align: left;"> <p>CBI's expert team has over 150 years of combined experience and takes much pride in striving to achieve your excellence. Catherine Brownlee, as President and CEO, is the connector of all connectors. Her database of over 75,000 global contacts is a solid foundation to connect the best person or organization to the ideal situation.</p> <p>CBI has chosen the best headhunters around the globe to access top talent.</p> <p>CBI's team also facilitates roundtable discussions that empower executives through peer-to-peer sessions, enabling confidence in performing at the highest level.</p> <p>The future belongs to the executive teams who understand geopolitics and how the world affects everything they do.</p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div>

keywords: sales,preferences,understand customer needs,relationships,communication,consulting,be a liason,management,education,knowledge,license,experience


Overview: This sales position is accountable for achieving specific sales objectives as well as overall customer satisfaction of the entire project. The sales representative/project manager is directly responsible for all duties from initial meeting with the client through to ordering the product plus resolution of all deficiencies for the one-year warranty period after installation, and indirectly responsible for all other stages of the project.<br /><br />The preferred candidates will have experience in the Windows, Doors, Cabinets or Countertop industries; with a <strong><u>strong background in </u></strong><strong><u>New Business Development and a hunter skill set.</u></strong>
Responsibilities: <p><strong>Client Identification and Acquisition</strong></p> <ul> <li>Find business, follow leads, make sales calls and keep in contact with existing customers. Meet with customers to clarify and understand their needs, show samples and recommend products.</li> <li>Analyze customer requirements, create layouts, and recommend products.</li> <li>Generate proposals and pricing for potential projects.</li> </ul> <p><strong>Customer Service/Follow Through</strong></p> <ul> <li>Visit client sites and maintain continuous contact with customers throughout the project to maintain the business relationship and resolve problems.</li> <li>Measure at site and transfer data to order form.</li> <li>Complete take-off (transfer of actual data or architectural drawings to sales document) to budget pricing and final pricing.</li> <li>Coordinate and ensure that complete shop drawings are submitted as required.</li> <li>Follow up on service work completion and warranty documentation.</li> <li>Within the first year after installation of product, follow up to ensure that deficiencies are corrected to the satisfaction of the customer, including repairs, re-order of product and re-schedule of installation, per the service agreement.</li> <li>For tender requests, the process includes completing all necessary paperwork.</li> </ul> <p><strong>Administrative </strong></p> <ul> <li>Liaise with suppliers to order samples, request pricing to finalize quotes, write up orders and submit to suppliers.</li> <li>Develop or modify product specifications in accordance with manufacturer&rsquo;s criteria.</li> <li>Prepare quotes.</li> <li>Set up and input order into project management system.</li> <li>Check and confirm accuracy of work performed by Commercial Project Coordinator.</li> <li>Maintain accurate and current records of contracts.</li> <li>Communicate with Installations Scheduler and Coordinator, including completion of Installer&rsquo;s Package, to schedule and confirm installation of product.</li> <li>Approve orders for invoicing upon completion of projects.</li> </ul> <strong>Responsibility</strong><br /> <ul> <li>Allocates time and meets deadlines based on pre-set priorities.</li> <li>Responsibilities vary based on outside demands.</li> <li>Takes on new challenges on a regular basis.</li> <li>Responsibilities change regularly.</li> <li>Flexibility and adaptability are key in managing time and setting priorities.</li> </ul> <p><strong>Individual Decision-Making</strong></p> <ul> <li>Identifies issues in need of resolution.</li> <li>Provides the right decision inputs in a usable manner.</li> <li>Uses information to form points of view.</li> <li>Frames decisions with clear objectives and context.</li> <li>Makes independent decisions, which may impact other employees or customers.</li> <li>Confidently makes decisions despite ambiguous data.</li> <li>Makes independent decisions that often impact expenses.</li> </ul> <p><strong>Consequence of Error or Omission</strong></p> <ul> <li>Errors or omissions have immediate but not far-reaching impact and can be easily remedied.</li> </ul> <p><strong>Health &amp; Safety</strong></p> <ul> <li>Actively participate in maintaining a safe workplace for one&rsquo;s self and for co-workers. Follow the responsibilities for your position as specified in each client&rsquo;s Health &amp; Safety Program.</li> </ul> <p>The percentage of time spent on each duty or task will vary depending on business needs. These duties, responsibilities and requirements may be supplemented occasionally at the discretion of the supervisor. Employees are expected to abide by all company policies contained in the Employee Handbook. Travel within each client&rsquo;s territory is mandatory.</p>
Requirements: <p><strong>Skills &amp; Abilities:</strong></p> <ul> <li>Strong communication skills and excellent interpersonal skills. Positive, optimistic approach.</li> <li>Superior customer service focus and attitude.</li> <li>Very detail-oriented.</li> <li>Uses common sense in resolving challenges or problems and takes personal responsibility for actions.</li> <li>Excellent analytical and organizational skills.</li> <li>Willing to learn about new product regularly.</li> <li>Willing and able to work independently at each customer's location(s)</li> <li>Must be proficient with office software such as Word and Excel, and willing to learn proprietary software programs.</li> <li>Construction knowledge or experience is an asset.</li> <li>Must have a valid Alberta Driver&rsquo;s License, reliable transportation and auto insurance, and be willing to use personal vehicle for business.</li> </ul> <p><strong>Education/Experience:</strong></p> <ul> <li>High school graduation is required; post-secondary education in Business or Sales is an asset.</li> <li>Must have at least 1-3 years of experience in a professional office sales/service environment.</li> <li>Must be able to read and understand architectural drawings.</li> <li>Knowledge of window covering products is essential.</li> <li>Must be able to site measure.</li> </ul>