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BAS Account Manager
GDI Ainsworth
Portland, USA
Full-time
Mid · 3+ years experience
Hybrid
Discovered 3 weeks ago
CRMBlue Beam
Key Skills for This Role
CRMBlue Beam
Full Job Posting
Responsibilities
- Review Bid Requests, Plans & Specifications, etc. to Qualify Projects for appropriate action.
- Develop relationships with Clients, Mechanical Contractors and Consulting Engineers.
- Communicate with GDI Ainsworth – Building Automation Solutions Account Managers on all points of the specified work and any decision making required.
- Develop Value Engineered Alternatives for Client's consideration.
- Maintain Bid Lists and CRM entries accurately with timely updates to Sales Funnel for reporting to Sales Team and Corporate.
- Receive Estimating Department phone calls. Handle Bid Requests phone calls, and query caller for project details.
- Estimate projects by developing formal Client Proposal, System Sketches and Point Lists with all detail required for Sub Contractor RFP and Estimating System input including Electrical Budgeting.
- Maintain Documentation by obtaining plans, specs, and addenda for Qualification, Bid and Change Orders.
- Mark up floor plans and or use of Blue Beam Software for scope of work take-off.
- Create the bid folder on Server, project and quote number from CRM.
- Contact vendors and Sub Contractors to determine if they would like to bid their trade, electrical contractors, and suppliers, etc. Follow up with Vendors for proposals required before bid deadline.
- Setup FTP site with Plans, Specs and Sales Sketches for each project, for RFP to solicit Sub Contractor pricing.
- E-file all subcontractor and vendor proposals in project file.
- Update and maintain forecasting funnel with Account Managers’ input
- Prepare technical proposals
- Prepare Ainsworth – Building Automation Solutions RFI documents
- Complete Prequalification Forms
- Distribute completed Ainsworth – Building Automation Solutions Proposal to Bidding Contractors.
- Follow up to confirm receipt of Proposals and request next steps.
- Sales Tracking by updating CRM
- Follow up in a timely manner after bid, to determine status of project
- Maintain Mechanical Contractors, Electrical Contractors, and Engineers contact list in CRM.
- Generate the “Booking Package”, distributing the packages to each department, coordinate project turnover.
- Update Estimating Database Pricing.
Qualifications
- 3 years minimum Sales, Engineering, Commissioning, Project Management, Technical, or related experience in the Building Management Systems (BMS), HVAC, electrical, and/or mechanical industries dealing with commercial clients
- Confident, outgoing, ability to cold call on existing and new clients
- Technical understanding of Building Management Systems (BMS), building automation controls, HVAC, electrical, and mechanical systems
- Self-motivated, ability to work as a Team player
- Organizational skills that include proficient computer skills. Ability to process contract estimates and documents in a timely fashion.
- Excellent communication and relationship-building skills with consulting engineers, contractors, facility managers, commissioning agents, and end users
- Ability to manage multiple projects and priorities in a fast-paced environment
- Valid Driver’s License
Why work at GDI Ainsworth?
GDI Ainsworth is growing at an unprecedented rate and to help attract and retain top talent, we provide benefits on your first day with us. We offer a wide variety of benefits including the following:
Benefits
- Comprehensive health, dental and medical benefits, including wellness supports and generous vacation
- Rewards: Service milestones and peer recognition plus Employee Discounts and Incentives
- Flexibility: Hybrid working models, where applicable
- Diversity: An inclusive organization that embraces diversity and belonging; work in a great team atmosphere with future potential for promotion within company
- While we appreciate all applications we receive, we advise that only candidates under consideration will be contacted.
- GDI Ainsworth is committed to building a diverse and inclusive workplace. Qualified designated group members are encouraged to apply as any reasonable accommodation of qualifications will be considered as per our Accommodation Policy, available upon request.
- GDI Ainsworth is an integrated multi-trade company, offering end-to-end services and solutions for all asset maintenance and refurbishment requirements of our customers. We are continually striving to create better and more advanced products as well as provide the highest quality service. We are rapidly growing and need talented professionals to help drive our vision at becoming the best multi-trade company in the country! Join us…. Make a difference .
About GDI Ainsworth
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