Location: San Antonio, TX
Post Date: 01/13/2025
Job Title: Residential Sales Assistant
Employment Type: Full-time
Salary: $18 per hour
Schedule: Monday – Friday, 7:30am to 4:30pm. Some overtime will be available, depending on project
Employment Type: Full-time
Salary: $18 per hour
Schedule: Monday – Friday, 7:30am to 4:30pm. Some overtime will be available, depending on project
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Job Basics
- To perform sales-related administrative tasks and assist the project managers in providing 100% customer satisfaction.
- Specific Tasks
- Take and make phone calls to customers, including follow up phone calls within 24 hours of sending out a bid to a customer. Including taking calls of an unpleasant nature.
- Pre-qualify leads and record call details into Smartsheet and set appointments for Project Managers.
- Maintain Smartsheet accurately for use in weekly bid reviews.
- Utilize Smartsheet for the entire sales process (documenting all correspondence up to win/losing the bid).
- Once the bid has been accepted and a contract signed, gather all information (such as CAD drawings and materials lists and all other paperwork for the job package and submit it to production within 48 hours).
- Calling in locates.
- Checking in by 3pm for jobs scheduled for the next day.
- Schedule pre-construction meetings for jobs over $15,000.
- Handle customer calls that could not be put through to the project managers directly, communicate with customer by phone when concerns arise, including setting and changing appointments as needed.
- Upselling: Asking the customer if they are aware of other services we offer and inform them (i.e., staining, decks, etc.).
- Ask for referrals and on-line reviews (when they are likely to be positive) on every job.
- Assist Project Managers With (but not limited to) The Following
- Qualifying leads.
- Sending bids.
- Estimating jobs by quoting using Google maps, etc.
- Getting job packets ready for production/installation.
- Get quotes for special materials.
- Process down-payments.
- Dealing with addendums and last-minute changes.
- Research products.
- Attend bid meetings. Will need a good working knowledge of all jobs in the system and provide updates and information.
- Answer customer’s questions.
- Answer manager and employee questions.
- Respond to e-mails.
- Set up new jobs.
- Submit and request drawings from CAD dept.
- Push through Q inspections of jobs and push through invoicing.
- Collections for Residential accounts.
- Communicate with Inventory, QC Superintendents, Project Managers throughout the day to confirm scheduling or issues that have arisen.
- Keep production and installation on schedule.
- Communicate with Project Managers on changes, updates or inventory and update Outlook calendars.
- Organizing and maintaining project files.
- Follow up on all leads by phone and email within 24 hours of sending.
- Other Responsibilities/Tasks
- Always ensure the company’s insistence on safety while providing 100% customer satisfaction.
- Essential tasks will not be limited to this job description but will include any reasonable task assigned by a project manager.
- Dependability and punctuality is essential to this role.
- The need to be flexible is very important.
- Essential Skills
- Computer literacy is essential. Able to learn and grasp accounting, CRM and other software programs that might be new to the employee.
- Must be very familiar with Microsoft Office including Excel, Word and Outlook.
- Organizational skills and multi-tasking.
- Excellent people skills and communication (extrovert/Type-A personality).
- Ability to multi-task.
- Ability to listen to a customer’s concerns and communicate persistently.
- Ability to receive constructive feedback to improve and excel.
- Good math and written skills.
- Qualifications
- High School Diploma, associate’s degree preferred.
- At least five years performing similar multi-tasking roles.
- Computer training and certification in Microsoft Office and similar industry standard software an advantage.
- Knowledge of Computer Ease software an advantage.
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