Direct Sales/Work Order Project Manager

Direct Sales/Work Order Project Manager

Job Description

Position: Direct Sales/Work Order Project Manager

Central/East Florida


  • Direct to Owner sales

Develop ongoing relationships with Owners to establish consistent work growth


-Hospitals – 50%

-Schools – 15%

-Universities – 10%

-Government -25%

  • Estimate all projects with a minimum margin establish by Coastal

-All pricing to be reviewed with Keith prior to submission

  • Provide weekly calendar to include, but not limited to:

Upcoming appointments

-Project site visits, meetings, walk through, etc.

Upcoming bid(s)

Business Development events (often after-hours)

-FHEA meetings, ASHRAE, ABC, etc.

-Lunch meetings, dinners, entertainment events, etc.

  • Develop and maintain spreadsheet of potential client to be submitted weekly

List to include, at minimum:

-Facility name

-Point of Contact/Title

-Contact information; phone, mobile, email, etc.


-Status of Coastal with facility; registered, approved, etc.

-Current Status/Most recent activity

-Next Step

  • Assist on contract projects “as needed” i.e. Submittals, O&M’s, Inspections, etc.
  • Provide ongoing updates of upcoming projects, manpower request, schedules, etc.


Essential Physical Functions:

  • Drive to and from targeted customers
  • Walking around job sites and customer sites
  • Occasional climbing of ladders
  • Climbing stairs, at times, multiple flights
  • Communicate and interact face to face with customers



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