Description
The JPM plays a key role in driving product sales within assigned territories; analyzes labor, materials, and time requirements to determine costs and provides quotes. The JPM will also coordinate/manage multiple commercial projects simultaneously. This position requires a proactive individual with strong phone-selling skills, attention to detail, and the ability to thrive in a fast-paced, team-oriented environment.
Responsibilities
- Gain a clear understanding of customers’ needs through incoming calls and emails
- Work closely with homeowners, landscape architects, designers, and contractors to assess project opportunities and recommend appropriate products
- Capture and qualify new leads by collecting relevant customer information (name, contact details, project type, etc.) and assessing their potential for conversion
- Review and understand specifications, plans, and other provided materials to assist in pricing projects
- Compile all costing information into a quote with project descriptions and requirements specified on the contract page
- Assist in revising quotes or providing alternative value-engineered options for customers who may be over budget
- Track project progress through CRM; Maintain accurate and up-to-date records of leads, accounts, and interactions in the CRM
- Answer customer questions, resolve concerns, and provide additional information via phone and email; Explain product features and upsell when appropriate
- Stay current on product knowledge, company offerings, and industry trends
- Support the overall sales funnel by moving prospects from awareness to purchase readiness
- Collaborate with the engineering and sales teams on projects when needed
- Reach out to vendors for quotes
- Review and understand specifications, plans, and other provided materials to assist in pricing projects
- Compile all costing information into a quote with project descriptions and requirements specified on the contract page; Assist in revising quotes or providing alternative value-engineered options for customers who may be over budget
- Provide engineering and manufacturing with all costing details and relevant preliminary CAD drawings for sold jobs
- Produce 2D and 3D drawings and renderings on an as-needed basis to design consultants to supplement their quotes or for customer approval to send to manufacturing; Prepare drawings to update installation and assembly instruction manuals
- Collaborate with the engineering and sales teams on projects when needed
- Perform other duties as assigned
Requirements
Requirements
- 3–5 years of Project management experience (preferably in related field)
- inside or field sales experience preferred
- Estimating experience preferred
- Strong communication and interpersonal skills, both verbal and written
- Proven ability to manage multiple calls, emails, and tasks efficiently
- Experience with Salesforce.com or similar CRM systems
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- High attention to detail and strong follow-up skills
- Ability to work independently with minimal supervision
- Demonstrated professionalism, problem-solving ability, and analytical thinking
Preferred Requirements
CAD experience highly preferred