Installed Sales Senior Project Manager

Description

                                       Installed Sales Senior Project Manager (Sr. PM)

Reports to: Installed Sales Manager

The position is responsible for assigned Installation Projects, Junior Project Manager(s), and to ensure Talbert policies, procedures, and practices are met or exceeded in accordance with the duties listed below.

• Utilize sales tools to successfully enhance the sales cycle through the addition of the Installed Sales Team.
• Facilitate a presence on all active jobs daily to perform tasks necessary to confirm field compliance with established goals in safety, customer service, quality, and margins.
• Direct and manage all aspects of assigned projects from proposal to successful execution of a Certificate of Completion.
• Display complete understanding of all processes, procedures, and practices required to be performed on any TBS Installed Job by a Sr. PM.
• Exhibit proficiency in all forms, logs, schedules, etc. that are required to be completed for every job.
• Maintain scheduling calendar requirements for all job proposals, active jobs, and time off.
• Working knowledge of industry best practices and standards.
• Represent the TALBERT Core Values in all interactions to successfully deliver The Talbert Difference.

Requirements

Installed Sales Senior Project Manager job duty list:

• Maintain an electronic paperwork record whenever possible, including but not limited to customer proposals, customer contracts, subcontractor agreements, change orders, subcontractor pay requests, and certifications of completion.
• Actively partner with Sales Reps in the early evaluation of potential jobs, including generating the scope of work with associated pricing from potential subs.
• Attend project review meetings with the Salesperson and/or the customer when necessary.
• Add project details into required logs, forms, and/or schedules, whether in Basecamp or equivalent, for all projects qualifying for a formal proposal.
• Finalize and incorporate the scope of work, along with any necessary items, into a customer proposal with or without the assistance of an Install & Contract Administrator.
• Ensure the customer executes the contract via the company-supported signature platform before any commitments are made.
• Once a contract is executed, create the associated contract jobs in the ERP system along with maintaining any required logs, forms, and/or schedules with or without the assistance of an Install & Contract Administrator.
• Secure subcontractor installation agreement with a previously qualified subcontractor that allows TBS goals and standards to be met.
• Establish and coordinate a schedule, including start and completion dates, to be communicated along with all project aspects to all who need to know.
• Verify jobsite readiness prior to scheduling any materials for delivery or subcontractor work.
• Maintain all scheduled job site activities, including materials deliveries and the day/hours of subcontractor work.
• Properly communicate the necessary information (customer, contract name with post-to, materials needed, etc.) when requesting materials for store pick-up or delivery.
• Monitor all contract sales orders for accuracy and application to the correct contracts.
• Ensure a qualified TBS employee uses the required means (Safety and Quality Checklist, etc.) to review subcontractor work every active workday and submit to the designated job file electronically.
• Secure change order approvals by the customer in written form before work commences.
• Perform a completion walkthrough, as subcontractors finish their scope, to verify that the installation agreement is satisfied and ready for payment to the subcontractor.
• Receive and process subcontractor invoices weekly for those who meet TBS subcontractor pay standards, with or without the assistance of an Install & Contract Administrator.
• Assist with completing subcontractor payments as necessary.
• Routinely monitor active contracts for progress and complete billing opportunities that align with company standards for timely billing.
• Ensure customers execute a Certificate of Completion to validate fulfillment of the entire contracted scope and facilitate customer final walkthroughs where the expectation is set forth within contract requirements.
• Communicate a project summary and the last day worked to all appropriate parties.
• Assist in the collection of the customer invoices when necessary.
• Provide timely feedback to all involved parties to help improve performance on future jobs.
• Maintain positive contractor relationships to help support future installed business.