Project Consultant Westeck

Key Responsibilities

Prospecting and Lead Generation: Identify and qualify potential leads through various channels, including networking, referrals, and cold outreach.

Consistently update lead lists and track progress using CRM tools.

Establish Trust and Credibility: Build rapport with prospects and establish trust through clear communication, understanding client needs, and demonstrating expertise.

Understanding Client Needs: Conduct thorough needs analysis meetings to deeply understand customer requirements, challenges, and goals, ensuring solutions align with their expectations.

Presentation of Solutions: Deliver compelling product presentations tailored to the client’s specific requirements, clearly outlining how Westeck products solve their problems and add value.

Handling Objections: Address and overcome objections or concerns raised by the client using a consultative approach, ensuring the client feels heard and confident in the proposed solutions.

Closing the Sale: Execute closing techniques that move the sale forward efficiently, ensuring that terms are agreed upon and contracts are finalized.

Roles And Responsibilities

Represent Westeck’s brand, products, and services by understanding how solutions meet client needs.

Cultivate and maintain long‑term relationships with customers across the assigned sales territory.

Conduct regular client meetings to address needs, provide updates, and ensure satisfaction.

Proactively identify and mitigate potential issues with high‑risk customers to reduce financial liabilities.

Business Development

Generate new business by establishing relationships in the market, enhancing portfolio growth, and contributing to overall business expansion.

Sales And Account Management

Participate in creating sales forecasts and meeting weekly, monthly, and annual sales quotas through strategic sales and marketing efforts.

Negotiate terms, pricing, and contracts to close deals, taking into account project scale and customization.

Maintain a pipeline of qualified leads and follow up to convert prospects into orders.

Ensure detailed attention to multiple customer portfolios and implement strategies to exceed revenue goals.

Monitor portfolio performance and provide reports to sales management.

Project Management

Oversee quoting processes and consult on engineering and shop drawings to ensure alignment with project requirements.

Manage the project lifecycle, from initial quoting to the delivery and installation of products.

Conduct site visits to ensure product satisfaction, coordinate warranty claims, and resolve issues promptly.

Product And Service Expertise

Maintain a comprehensive understanding of Westeck’s product offerings, pricing structures, and industry trends.

Educate clients on product options and provide detailed sales presentations to communicate the value of Westeck’s solutions.

Ensure compliance with local building codes and energy efficiency standards.

Promote sustainable and energy‑efficient products in line with customer demand.

Collaboration And Reporting

Collaborate with team members to ensure accurate order processing and post‑sales support.

Participate in marketing events and trade shows to promote Westeck’s products and services.

Administrative And Operational Duties

Ensure up‑to‑date customer data within Westeck’s ERP/CRM systems.

Develop and implement a territory action plan based on data analysis and identify areas for improvement.

Ensure compliance with safety standards throughout the sales process.

Experience & Qualifications

Proven experience in account management or outside sales, focusing on managing customer relationships and achieving sales targets.

Experience in project management, with an understanding of architectural design and engineering drawings.

Strong communication, negotiation and persuasive skills.

Ability to manage multiple tasks and complex scenarios with attention to detail.

Proficiency with current communication systems and Microsoft Office, Google Docs or similar and ERP/CRM systems.

Preferred education in marketing, communications, sales, or business; equivalence of education and experience will also be considered.

Class 5 driver’s license with a clear driver’s abstract.

Ability to travel for customer visits and industry events.

The role involves a mix of office work and travel, with flexibility to work evenings and weekends as necessary.

PCs are required to maintain showroom visibility and typically split time between office and customer locations.

Customer Acquisition: Building relationships, understanding customer business, and identifying opportunities.

Sales Execution: Consultative selling, managing opportunities, negotiating, and closing deals.

Client Relations: Supporting customer retention and development.

Administration: Effective time management, communication, and continuous learning.

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