Department: Automation
FLSA Designation: Exempt
PURPOSE
Create and develop relationships supportive of the Baker Group mission statement with employees, internal and external customers. Additionally, provide opportunities to increase business unit revenues by marketing and cross selling products and services provided by Baker Group. This includes, but is not limited to temperature controls and security systems. Manage projects in a manner that compliments all facets of the project from design to owner training. Maintain and grow the “Customer for Life” concept for existing and new customers.
Provides sales support as needed to secure potential sales, reviews estimates as required, initiates sales / ops turnovers and documents scope, reviews control submittals and re-estimate, assists in scheduling, revenue forecasting. Prices all change orders ensuring customer labor rates / markups are met. Provides reviews / goals of ops team members. Responsible for execution coordination, project documentation, project financials, and customer satisfaction. Performs related work as required.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
The following duties are typical for this job. These are not to be constructed as exclusive or all inclusive. Other duties may be required and assigned.
- Understand building automation systems
- Offer and implement solutions to customers through engineering and field personnel
- Continuously develop relationships with existing customers and pursue opportunities which provide long-term customer relationships and revenue opportunities, cross sell and cold call
- Educate customers on Baker Group capabilities not only in the building automation business, but also cross selling capabilities for revenue opportunities within other business units
- Develop solutions for customers utilizing internal estimating software and standard product selections. Review with Baker Group team members solutions prior to submitting to customer – make sure we can deliver what we are selling
- Act as account manager or single point of contact with customer during project execution
- Attend scheduling meetings with Operations Manager – assist with scheduling field labor
- Attend internal and external project meetings, provide oral and written communication on information requests, proposal requests, coordination, submittal reviews, etc.
- Initiate turnover meetings to engineering and field discussing project scope, safety, timelines, etc.
- Procure subcontracts for installation – use procurement documented format when obtaining multiple bids
- Utilize company standard documents for business development, pre-proposal checklists, turnovers, subcontracts, purchase orders, warranty, etc.
- Manage projects to ensure financial success of the project
- Accurate daily time and equipment reporting
MINIMUM EDUCATION & EXPERIENCE REQUIRED TO PERFORM ESSENTIAL FUNCTIONS
- Bachelor’s degree in Construction Science, Construction Management, Engineering preferred
- Experience in Automation and HVAC systems
- Experience in estimating/managing automation projects, building and growing customer relationships
- Willing to travel and/or relocate
- Successfully pass drug test and background investigation as contingency for employment
CERTIFICATES, LICENSES, REGISTRATIONS
- Valid driver license with good driving record
MENTAL AND PHYSICAL COMPETENCIES REQUIRED TO PERFORM ESSENTIAL FUNCTIONS
- Entrepreneurial spirit
- Positive attitude
- Team player, collaborative with the group
- Ability to develop and maintain long-term relationships
- Communication skills; direct with customers, construction team, and internal
- Knowledge of building automation systems
ENVIRONMENTAL ADAPTABILITY
At any given time, may be exposed to:
- Normal office conditions
PHYSICAL REQUIREMENTS
- Prolonged periods of sitting at a desk working on a computer
- Must be able to lift 20 pounds occasionally
- Significant field and client interactions on construction job sites, which may require prolonged periods of standing, walking and/or climbing stairs
- Occasional exposure to variety of temperature and weather condition
- Must be able to bend, stretch, kneel and crouch
- Ability to work in a variety of temperature and weather conditions