Now Hiring - jmconstruction - Professional Services Sales Consultant in Framingham, MA

Sales Consultant roles and responsibilities

Responsible to: Sales Manager

Supervises: The sales assistants

Purpose of Position: To assist in maintaining targeted sales goals.

Qualifications:

Roles & Responsibilities:

• To collaborate with Sales Manager/Operations Manager on what projects are appropriate for the company.
• To assist in hiring and/or terminating sales assistants
• Assist in making marketing decisions

Receive lead Inquiries

• Enter all lead inquiry information into Builder Trend
• Email video introduction with calendar link to prospects
• Email or phone call follow up if we don’t hear back from prospect
• Prospect schedules Zoom/Phone consult to determine and schedule next steps

Project Consult

• Meet with prospect on Zoom and qualify, 30-60 minutes. Come to a decision about next steps.
• Submit Design Contract, Construction Retainer Agreement or schedule follow up meeting.
• Receive signed Design Contract or Construction Retainer Agreement and payment.

Client Set Up

• Enter new client information into Builder Trend
• Import “Process Schedule” into calendar on Builder Trend
• Send Builder Trend invitation to client
• Schedule onsite intake/measure meeting with designer and client

Project Development

• Present first draft of design with designer along with preliminary budget range
• Present second draft of design and confirm budget range.
• Schedule in house pre estimate review meeting (IHPERM) with estimator.
• Schedule and perform trade partner walk through with estimator for proposal pricing.
• Complete “Scope of work” form
• Schedule In House Estimate Review Meeting (IHERM)
• Schedule “Construction Proposal” review meeting with client

Close Sale

• Email “Construction Proposal” one day prior to presentation
• Meet with client to present and review “Construction Proposal” with product allowances and final design for sign off and approval.
• Present final “Construction Contract” to client once product selections are complete and documented for sign off and approval.

Project Preparation

• Schedule “In House Project Review Meeting” (IHPRM) prior to the Preconstruction meeting.
• Schedule Preconstruction meeting one week prior to project start date.

Project Completion

• Schedule Closeout meeting with client and designer after 100% completion of project
• Discuss possible photo shoot of project.
• Discuss & request Google review.
• Discuss & schedule Guild Quality Survey
• Request an introduction/referral.
• Discuss & Schedule thirty day and six month follow up
• Present “Photo book”
• Schedule one year anniversary postcard mailing

• Documentation

• Project Notes
• Design Contract
• Scope of Work
• Plans
• Construction Proposal
• Construction Documents
• Construction Contract
• Guild Quality Survey
• Customized Anniversary Postcard