Develop New Relationships with both Owners and GC’s
Develop ongoing relationships with Owners to establish consistent work growth
Hospitals – 60%
Pharma – 10%
Universities – 15%
K-12 – 15%
Send new Job Leads to Estimating Department
Involve Operations Manager in as many new GC/Owner introductions as much as possible
Follow up on all bids from Estimating department
Develop a yearly expense sheet for approval by board
Provide weekly calendar to include, but not limited to:
GC visits, Owner Visits, meetings, walk through, etc.
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:
Point of Contact/Title
Contact information; phone, mobile, email, etc.
Status of Coastal with facility; registered, approved, etc.
Current Status/Most recent activity
Provide ongoing updates of upcoming projects
Weekly Sales report to VP of BD
Attend Sales Meetings at Corporate Office as determined by VP of BD
Attend External training necessary to sell mechanical and Plumbing (Blueprint training, Trane HVAC course, ETC.)
Follow upon any Customer or end user reported to Coastal Warranty or performance concerns to VP of BD and Operations Manager
Knowledge of Estimating Process & ability to estimate would be plus
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