Sales Assistant - Custom
Company: Manuel Builders Inc
Location: Lake Charles
Posted on: June 22, 2022
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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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