Job Description
BUILDER ACCOUNT SPECIALIST $55,000 to $60,000 based on experience.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
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