Prepare or assist in preparing price estmates for service work using established tools,guidelines and input from the service department.
Maintain personal contact with all existng accounts in your area. Prepare related monthly reports.
When required, maintain monthly contact with assigned accounts to develop relatonships. Document actvity with key accounts. Prepare account plans with appropriate actons and forward to District Manager. Schedule and conduct business reviews for customers on an annual basis or as needed.
Prepare and maintain a log in CRM sofware of all actvites, business opportunites and offers submited to customers and provide report to manager weekly.
Monitor workload of service department and ensure all open tme slots are filled with sold work.
Qualify all any projects or credit worthiness as needed. Check D&B ratngs and obtain credit applicaton, if appropriate. Obtain tax-exempt certficate, if...
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