Company Background

Paul Davis Restoration, Inc. is a national franchise organization that provides property damage emergency services, restoration and reconstruction services for residential and commercial properties due to water, fire, mold, storm and other disasters. The Paul Davis Network is made up of more than 350 franchises and Company Owned Operations across the US and Canada. Since 1966, we have helped more than 2 million property owners restore their properties and lives. Paul Davis Restoration, Inc. is owned by First Service Corporation, a global leader in the rapidly growing real estate services sector. [More information about Paul Davis can be found at www.PaulDavis.com]

Position Summary

The Commercial Account Representative will primarily be responsible for developing and maintaining relationship with key individuals that will promote commercial business.

Essential Duties/Responsibilities

Establish a current list of property and facility managers within commercial buildings/facilities

Cold calling prospective business by emails, phone calls and in person introductions

B2B sales to customers in the commercial property space who utilize restoration services to support their facilities

Schedule in person meetings with prospective commercial business accounts

Maintain and grow current commercial business relationships

Submit and maintain a log of weekly activities and meetings scheduled

Plans, develops and establishes sales policies, principles and procedures

Maintain a commercial client contact log

Investigates market conditions and facilitates to determine time, place and type of sale

Coordination, attendance and promotion of all company events relating to marketing

CE classes

Commercial Seminars

Lunch and Learn Seminars for Insurance Professionals

Trade Shows

Community Events

Assist Coordinators with before and after pictures of losses for big projects

Track all sales data in our main operating system, RMS

Generate a weekly lead count, job count

Generate a weekly individual sale on estimates AND commercial sales

Generate monthly sales data for individuals, departments, and divisions

Creation of a daily loss report and lead report

Maintain company’s CRM

Work with PDRI Regional Marketing Managers to promote and marketing your local office

Conduct market research and assist with lead generation

Participate in staff meetings

Attend company trainings and conferences

Competency – Knowledge, Skills and Abilities:

Knowledge of Microsoft Office applications (Outlook, Word, Excel)

Knowledge of CRM systems

Customer Service Skills

Communication skills via email, phone, and face to face

Administration skills

Priority Management Skills

Effective Meetings Skills

Selling Skills

Ability to be assertive

Ability to learn and operate our primary operating systems: RMS, PDConnect, SharePoint, and One Drive

Ability to coordinate marketing events from start to finish

Ability to answer and communicate with customers over the phone, email, or face to face

Ability to work office equipment (fax, scanner, printer, phone system, computers)

Ability to work independently

Ability to operate a company vehicle safely

Maintain a level of confidentiality

Required Education and Experience

High School Diploma or GED required

Two plus years’ experience in an outside sales (B2B) role

One plus years’ experience in a Customer Service role

Preferred Education and Experience

Associate Degree or bachelor’s Degree in Marketing, Business or related field

Experience in the Restoration, Construction, or Insurance industry