Position Summary – Create and maintain customer base in specified territory by assisting Regional Advisors.
Essential Duties and Responsibilities
Research target markets and identify the point of contact for prospecting
Actively build and maintain assigned client relationships
Thorough knowledge of product lines, product maintenance needs, basic install requirements and KYA processes
Collect as much information as possible from clients for any upcoming opportunities (product, color, style, lead time, size of area, etc)
Enter information in the KUE/HubSpot that is relevant to daily activity
Follow up on quote status for timely delivery to clients
Deliver quotes to client and follow up as necessary
Have the ability to answer questions regarding quotes you are responsible for
Create new support tickets for marketing, tech, etc.
Send PO’s and signed quotes to Contracts department for processing
Follow up with Operations for the status of install/delivery dates and notify client
Visit installs, as necessary and be a site coordinator when assigned by Sales Manager
Facilitate signed work releases and forward to Operations Department
Take before and after photos of installs, as necessary
Assist with taking marketing quality pictures of jobs
Understanding of how to estimate job
Be able to measure indoor and outdoor projects
Assist Operations department with scheduling work ,as necessary
Assist Accounting department with collections, as necessary
Attend various events, including but not limited to, Trade Shows, Conventions and Presentations as a representative of The KYA Group
Set up and break down trade show events
Traveling around California to support RA’s.
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