[Remote] Operations and Sales Manager - Remote

Note: The job is a remote job and is open to candidates in USA. E3 California is a certified small business specializing in green building and performance testing. They are seeking an Operations and Sales Manager to manage client relationships, deliver proposals, and develop new business opportunities while ensuring adherence to ethical business practices.

Responsibilities

• Manage the proposal process from initial RFP review through submittal of the final executed agreement and participate as appropriate in the final acceptance meeting and project handoff with Project Managers
• Assist in the development and adherence to a business development plan, which strategically defines service territory, clients’ needs, and project objectives
• Responsible for achieving business development targets and ensuring that budgeted revenue forecasts are met through strategizing and coordinating the estimating and proposal activities which include proposal management, lead time communications, contract execution, and any other activities to help achieve revenue goals, build new relationships, and evaluation of market conditions for expansion of service opportunities
• Lead proposal strategies with the team and understand key requirements of information, differentiators, and multiple work scopes with different client sectors
• Establish competitive and profitable contract parameters, terms and conditions
• Maintain records of proposals, client inquiries, sales calls, and any potential client contacts to ensure effective and timely client follow-up can be achieved to support the company and client goals
• Communicate with existing and new potential clients, as well as work to increase client retention by providing superior and professional service to all clients and colleagues, which includes great communication through means of prompt client follow up
• Monitor and track bid attainment, research lost bids, and conduct market research to improve competitive strategies and techniques and prepare, lead, and report monthly meetings with E3 California Executive Team on the Business Development Key Performance Indicators
• Participate and attend trade shows and other in person related associations to promote E3 California and contribute to building new client relationship opportunities
• Maintain and manage promotion materials and any promotional related forms
• Monitor and manage the ‘Monthly PM & Sales Goals’ doc annually and adjust as needed per Sarah/Accounting’s updated minimum monthly invoicing goal
• Responsible for determining if we need additional resources to achieve monthly goals and discuss with the Executive Team. – Analyze and implement as needed (at least annually)
• Responsible for coordinating and running quarterly Cashflow Meetings with Executive Team and Accounting. – Set quarterly meeting invites on calendar
• Provide report summary of quarterly Cashflow Summary to Executive Team. – Set reminders to send the Exec Team report of Cashflow Summary
• Responsible for making sure each project manager is sending invoice requests meeting their monthly goals
• Determine any changes to the process that may be necessary to meet our monthly goals more efficiently
• Maintain the ‘Sales Order Timeline’ spreadsheet for quarterly reporting
• Manager of the Administrative Assistant

Skills

• Bachelor's degree in business or related field and/or must have 3 or more years of proposal management and coordination experience for a small business of less than 50 employees, preferably in the architectural community
• Proficient use of Microsoft Applications and an advanced understanding of electronic communication and record keeping functions at a current level
• Must possess excellent written and verbal communication skills with the ability to present in front of groups
• Positive, sales-oriented personality required
• Must be a self-starter with the ability to work both individually and be a strong team player in a team environment
• Strong technical / customer service orientation / work ethic
• Preferred industry knowledge including but not limited to California Green Building Standards Code (Title 24, Part 11) Energy Efficiency and Green Building, CTCAC, ECC/HERS, Build It Green, LEED, Residential and Commercial New Construction and Rehabilitation Projects
• Knowledge of various CRM web-based tools a plus

Benefits

• Plus commission

Company Overview