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Sales Assistant - Custom

Company: Manuel Builders Inc
Location: Lake Charles
Posted on: June 22, 2022

Job Description:

Job DescriptionJob Title: Assistant Building ConsultantDepartment: Sales – Phase 1Business Unit: Custom DivisionMarkets: Lake Charles

Reports to: Building ConsultantGeneral Summary: Primary purpose is to provide support and assistance to the Building Consultant throughout Phase 1 with the goal of – as a team – providing homeowners with the best possible experience and helping them move through the pre-production pipeline and into production in a timely and efficient manner.KPIs (Key Performance Indicators): 1. Timeliness – timely completion of follow up communication with clients2. Accuracy – accuracy in digital communication, compiling documentation, executing change orders, etc. 3. Organization – maintain organized schedule and customer work priorities4. Team cohesion – display integrity and healthy communication with all team membersWe are specifically seeking an individual with high levels of organizational competency, prioritization capabilities and excellent computer skills in Excel and Word, with the ability to learn our two software programs (Sales Simplicity and our CRM). There will be direct customer interaction, and the individual will be part of a dynamic, welcoming, and charismatic customer care team.Basic Job Duties• Attend all client and partner related meetings and outings with building consultant• Prepare for all client meetings by compiling all necessary documents for each appointment• Communicate with clients via Pipedrive with template emails at designated time-frames post first face to face appointment• Collect property documents from clients during the bidding process via email and save documents in specific locations on the server• Become familiar with inputting pricing from estimating worksheets into Sales Simplicity software and print out all Purchase Agreements in preparation for bid review meetings. • Follow necessary steps on CRM of processing each converted client• Use CRM system to follow up with clients at a minimum of every three days during the design stage of First Drafts• Prepare for all plan review meetings by printing out all First Drafts and Contract Documents needed for the appointment• Become familiar with creating plan review change orders in Sales Simplicity software• Sending documents via Authentisign as needed for signature• Update client information in CRM• Work closely with Marketing department to create content for Building Consultant's social media platforms• Create an SOP for scheduling social media interactions and actively posting, responding, and organizing multiple social media platforms weekly• Assist in identifying and contacting new prospects for podcasts and interviews• Assist Building Consultant in organizing and scheduling meetings that are not new clients to assure adequate time for an enjoyable client experience for every client• Assist Building Consultant in identifying and contacting prospective leads• Assist Building Consultant in developing an SOP towards obtaining referrals from previous clients• Assist with occasional software issues• Assist with office/staff needs (i.e. special events organization, materials, etc.)• Additional duties as assigned by managementBasic Qualifications• High school education or equivalentTechnical knowledge and skills • Microsoft Excel (high skill level)• Microsoft Word (high skill level)• Microsoft Outlook (basic skill level)• All platforms of social media (high skill level)General assessment skills • Offers suggestions and/or ideas for change in a respectful and knowledgeable manner• Exudes honesty and integrity within a professional image• Demeanor is steady and consistent• Presents Manuel Builders in best possible light• Obtains and passes on relevant information to others who should know• Excellent written and verbal communication skills• Must be professional and polished in appearance and speechTeam Member• Bring value to other team members • Timely responses to clients, lenders, building consultants, design coordinators, project managers and vendors• Display ownership of social media platforms and client communication (excellence in presentation and options)• Leads by example in a highly professional manner with strong customer-centric focus• Plan and organize work for maximum effectiveness and efficiencyWork environment and schedule:• Normal business hours: Monday - Thursday (7 am – 5 pm); Friday (7 am – 12 pm)• Periodic night and weekend work may be necessary• Serves all markets in the Company (though work will generally be performed in the Lafayette office)

Keywords: Manuel Builders Inc, Lake Charles , Sales Assistant - Custom, Sales , Lake Charles, Louisiana

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