PROCESS GROUP INC – SALES ESTIMATING
POSITION IDENTIFICATION
JOB TITLE: Account Manager DEPT # Construction
LOCATION: Cambridge, Ontario
REPORTING TO: Vice President Construction
POSITION SUMMARY
Key Duties and Responsibilities in Brief Form
1. Responsible for the development of the Company in the Millwright industry by promoting the capabilities of the organization, establishing the Company on appropriate bid lists, and providing quotation pricing.
2. This position requires continuous and frequent contact with current customers while utilizing a similar approach to establish new accounts. This position is also responsible for doing material and labour take offs, preparing sales estimates and managing the planning, scheduling, and execution of successful quotation proposals.
JOB DUTIES AND RESPONSIBILITIES (EXPANDED)
1. Solicit Millwright sales opportunities to further penetrate the local market and to expand the customer list.
2. Maintain positive relations with existing customers through frequent telephone contact by telephone and by field visit with customer personnel (i.e., superintendents, project managers etc.).
3. Complete sales reports, estimate tracking database entry, record of marketplace contacts and other related standard Company reporting.
4. Respond to inquiries for the provision of, Millwright requirements and other Industrial services offered by the Company. Obtain all details (i.e., name of calling company representing, telephone number, details of requirements). Determine if in-house or out -of-house equipment and labour will be required, and whether subtrade assistance is involved.
5. Pursue and obtain bid opportunity of plant relocations, equipment installation and/or subcontracting proposals, prepare estimates pursuant to the conditions of the tender, solicit sub- trade and vendor pricing, complete the related estimating extensions, and make the timely submissions of quotation replies, all in compliance to Company standards.
6. Assist and participate with other Account Manager and divisions to compliment the services of the Complete Corporate structure .
7. Open “Work Orders” for awarded work, and complete all the information requested on the form; where the scope of work involves segregated work activities that should be tracked separately either for billing purposes or for estimating historical data, also open sub-work orders and label each accordingly; this also applies to extra work beyond the original scope in the case of a fixed price quotation/contract.
8. Complete “Personnel-Material-Tools-Equipment” requisition forms with sufficient detail to cover all resource requirements, when completing paperwork group materials separately to assist in identifying purchase requirements.
9. Provide and assemble all information for “Job Start Up” including copies of: Work Order/Sub-
Work Orders; Customer Purchase Requisition (unpriced) and PMI Quotation accepted by
Customer listing clarifications and other terms/conditions; Drawings and Specifications;
Schedule; Safety Package; Timesheets (Daily/Weekly); Personnel-Materials-Tools-Equipment requisitions; other special instructions if required.
10. Maintain control and review of all customer purchase orders and job activities to ensure same is consistent with the terms of quotations and secure change orders for services provided extra to the original scope and price.
11. Review job cost status records (Jonas Accounting Reports) to manage profitability of contract work and be responsible for directing the customer billing of all services provided.
12. Manage accounts to ensure prompt invoicing (progress billing (monthly) and completed (final plus extras)) and be responsible for hands-on collection of overdue accounts.
13. Follow up with customers using the Job Completed Questionnaire as a quality check and customer satisfaction relations gesture; communicate with Sales and Marketing personnel.
14. Coordinate with Operations Department the daily utilization of all manpower and equipment to maximize efficient use of both Company Resources and Sub trades to satisfy customer requirements.
SKILLS AND QUALIFICATIONS
1) Ability to generate leads for potential work which will include cold calling - disciplined to provide weekly activity/sales records.
2) Ability to organize the various functions for which the position is responsible - must be a detailed individual.
3) Ability to resist stress created by unequal work loads and maintain a persistent and pleasant disposition with customers, management, field, and office employees.
4) Requires a strong mechanical aptitude and experience in millwright industry.
5) Requires a post-secondary diploma or equivalent level of literacy - working knowledge of computerized reporting systems and word process/spreadsheet software will be an asset.
6) Ability to manage people and work closely coordinating with other departments and individuals.
PERFORMANCE INDICATORS
1) The specific number of opportunities to make quotation proposals for work, the overall sales volume generated, and the margins realized.
2) The level of technical analysis to determine customer requirements, and most cost-effective means utilizing company resources to create competitive quotation pricing.
3) Completeness of estimate file information, sub trade pricing documentation, Company Quotations, work orders, labor-tools-equipment requisitions.
4) The level of job planning and scheduling and communication with Job Foremen.
5) Maintain all Daily, Weekly and Monthly Safety Reporting
6) Safety (no incidents) and Quality of work performed (no warranty claims/call backs).
7) Customer satisfaction and return new work requests.
Job Type: Full-time
Schedule:
Ability to commute/relocate:
- Cambridge, ON: reliably commute or plan to relocate before starting work (required)
Experience:
- Millwright/Rigging: 5 years (required)
- Estimating Millwright Work: 2 years (required)
- Sales: 2 years (required)
Work Location: In person
