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Project Consultant

Company: Corovan Corporation
Location: Poway
Posted on: November 18, 2022

Job Description:

Reporting to the Sales Manager for Corovan, this position is responsible for estimating, order entry, and assisting with presentations for sales activities. This is an entry-level sales position. In addition, may assist with project management.

This position will report to the Sales Manager, but will have a dotted line to a Strategic Account Executive. A successful contributor in this role will exhibit a willingness to partner with all departments on best practices to ensure customer happiness.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Business Development Activities:

Conduct research to identify and analyze leads for project related business
Encouraged to initiate and/or participate in lead exchange groups, and individual lead exchange partners from related industries.
Cold call project leads and set sales appointments
Conduct site surveys for the purpose of scoping projects, estimating costs and developing client proposals.
Develop proposals for new and existing clients.
Present proposals and project plans to clients.
Consistently follow up with clients on open and pending proposals.
Encouraged to participate in industry trade associations, at their direction of sales manager.

Account Management:

Scope, budget and quote client projects using Corovan's order entry system
Consult with clients on move projects
Provide project preparation, planning and training services to clients
Conduct move training presentations with client employees
Provide detailed and precise move plans and work order instructions
Coordinate project details with Corovan transportation team and respond promptly to inquiries
Manage client inquiries
Participate in collection activities, when requested by sales management
Follow company procedures in processing client projects and work requests.
Document change orders and proposal revisions and communicate changes to client
Provide customer service and follow up to ensure customer success
Regularly visit jobs in progress to engage with the client and Corovan team members
Account administration activities, managing PO's, follow thru on claims and change orders
Conduct internal account reviews of current accounts at the request of management
Introduce new services including technology applications with clients

Training and Development:

Become proficient on the company's chosen Contact Management Software (CMS), and then utilize the software program daily to manage the sales process and efficiently generate new business (current CMS is salesforce.com).
Promote Corovan's Mission and Vision Statements.

- Continuously promotes compliance with company policies and procedures.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

COMPETENCIES:

- PROBLEM SOLVING AND DECISION MAKING SKILLS - Organization skills, attention to details, and the ability to prioritize in a changing environment.

- MATHEMATICAL SKILLS - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

- REASONING ABILITY - Ability to apply good business judgement to complex customer situations. Ability to deal with problems involving several concrete variables in standardized situations.

- CUSTOMER SERVICE - Manages difficult or emotional customer situations well; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.

- COMMUNICATION AND INTERPERSONAL SKILLS - Ability to communicate effectively to customers and coworkers. Focuses on solving conflict; listens to others and seeks to understand; keeps calm and professional; remains open to others' ideas and tries new things.

- SYSTEM KNOWLEDGE - PC skills including proficiency Microsoft Excel and Microsoft PowerPoint.

- INQUISITIVE - A desire to learn and understand all facets of Corovan's business and industry

- ADAPTABLE - Ability to embrace changing priorities without sacrificing quality outcomes

- OWNERSHIP - Corovan employee owners take responsibility for their actions and seek to understand their partners to cultivate wins

EDUCATION and/or EXPERIENCE:

Required:

1. High School diploma or equivalent.

2. Strong interpersonal communication skills.

3. Knowledge of MS Office, including MS Excel and PowerPoint.

4. Valid California driver's license and driving record that meets the company's insurance carrier's requirements.

Preferred:

1. Bachelor's Degree or equivalent of education and experience.

2. One - three (1-3) years of customer service experience.

3. Strong business acumen.

PRIMARY LOCATION:

Southern or Northern California.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Individuals are required to be able to sit or stand for long periods as needed throughout the day.

1. Walking/Standing: Requires walking primarily on a level surface, but may also include uneven or inclined surfaces for periods throughout the day.

2. Handling: Seizes, helps or works with hands.

Lifting: Proper lifting techniques required. May include lifting up to 75 pounds, and pushing or pulling up to 150 pounds throughout the day. May also include climbing or descending stairs while carrying goods up to 50 pounds.

4. Reaching: Extends hands and arms in any direction, reaching above shoulder heights, below the waist or lifting as required.

Standing: Remains in standing position if required to perform various functions of the job.
Stooping: Bends body downward and forward by bending at knees or waist.

7. Vision: Reads email and records on the computer.

8. Talking: Communications by phone and in person.

9. Sitting: Sits at desk or drives.

10. May include bending, reaching, squatting, twisting, stooping, and kneeling throughout the day.

May be required to do stair carries.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The performance of this position may occasional require exposure to the manufacturing, assembly and construction areas and under certain conditions require the use of personal protective equipment such as safety shoes, safety glasses with side shields and/or hearing protection. This list is not all inclusive.

1. Temp/Weather: Works in either 1) Office environment - ambient room temperatures, lighting and traditional office equipment, and 2) Warehouse - may be exposed to hot or cold temperature, and construction zones, 3) Outside - may be exposed to wet and/or humid conditions, outside weather conditions and hot or cold.

2. Noise: Works in office, warehouse, construction zones, or outside environment, with constant or intermittent noise.

POSITION TYPE/EXPECTED HOURS OF WORK:

1. This is a full-time hourly position, with a minimum expectation of 40 hours per week.

2. Employees might be required to work late evenings or weekends depending on the business needs.

3. All overtime must be approved by manager before working.

4. Must be able to work 7 days a week including holidays if needed.

TRAVEL:

60% travel throughout assigned geographical area to meet with customers and walk customer sites.

AAP/EEO STATEMENT:

The Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type, without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

REASONABLE ACCOMMODATIONS:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)%4860243%

Keywords: Corovan Corporation, Poway , Project Consultant, Other , Poway, California

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