Builder - Account Specialist
Charlotte, NC, USA
Req #965
Monday, August 19, 2024
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BUILDER ACCOUNT SPECIALIST $55,000 to $60,000 based on experience. |
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| Position: | Builder Account Specialist is a position created to assist sales in managing accounts as a bridge | ||||||||
| between sales and operations. This is a sales slanted position, with emphasis on establishing | |||||||||
| proper and concise operational expectation and process. | |||||||||
| Primary Job Description | |||||||||
| Margin Input | Work on inputing programs into margin analysis spreadsheets, and establishing | ||||||||
| Bid profiles for accounts - Initial data input and product entry as well as margin | |||||||||
| establishment -- Sales manager approves final numbers. | |||||||||
| Take-Offs | Load Plans for take offs. | ||||||||
| Assist Sales in establishing take off set up requirements and loading that with take | |||||||||
| off requests. | |||||||||
| Learn and be able to use Measure Square to assist in turning take offs as needed | |||||||||
| in emergency circumstances. | |||||||||
| Learn to do specialty take offs - sales usually has to do own specialty take-offs | |||||||||
| Account Set Up | Initial Set up - work with sales on all details of an account and create or input all | ||||||||
| information needed for operations to be successful. | |||||||||
| This includes but not limited to all parts and pieces for all product categories. | |||||||||
| Listing and Templating with the proper parts and item numbers. | |||||||||
| Maintain and inform divisions of changes or adjustments to items and products as | |||||||||
| as they are adjusted or changed - Keep log of change dates and | |||||||||
| operation notification. | |||||||||
| Account Engagement | Work with everyone that will work with account through account set up and | ||||||||
| progression. Writers, Office Management, Production, and Accounts | |||||||||
| Receivables. | |||||||||
| Visit various cities as we bring on new accounts to work with writers and office | |||||||||
| management to ensure they know how to write and run the account. | |||||||||
| Be source in conjunction with sales to help through questions and issues writers | |||||||||
| may have with details - which should be minimal as we get better at | |||||||||
| initial set up. | |||||||||
| Visit various cities to assist with parts and pieces of added categories - Specialties | |||||||||
| Work with them on what the parts and pieces are to help establish | |||||||||
| stock etc. | |||||||||
| Accounts Receivables | Help watch and chase AR items with sales. | ||||||||
| Work to help establish sooner triggers for sales to chase AR items by monitoring | |||||||||
| 30-60 and 60-90 day reports to help minimize anything flipping past 90. | |||||||||
| Inventory | Work with Sales, Market manager, and Inventory managers to properly assess what | ||||||||
| needs to be stock per builder. | |||||||||
| Work through capturing best opportunity for cost and best price practices | |||||||||
| balanced with which product performs best and gives less operational | |||||||||
| issue. | |||||||||
| Sales/Ops Bridge | Must be able to work in conjunction with operations to establish and maintain best | ||||||||
| practices. These may be ever evolving as we work through details and | |||||||||
| try new things, and adjust to what works best. This is a complete two | |||||||||
| way street between operations and sales, and this position must | |||||||||
| become the bridge between the two. Sales hat is required - we are | |||||||||
| always selling who we are both externally, but sometimes most | |||||||||
| importantly internally. | #ZR | ||||||||
Other details
- Pay Type Salary
- Charlotte, NC, USA