Job Summary

This person will serve as the first point of contact for the Pella showroom customer. This position will be responsible for understanding the customer’s needs and wants and presenting respective solutions and a compelling case for customers to choose Pella. This person will also be responsible for entering and updating customer information in ACE/CRM system, providing a project quotation or cost detail and/or scheduling in-home appointments. This position will be an ambassador, guiding customers through a first-hand experience of our brand, products and digital tools.

Essential Job Duties/Responsibilities

Responsible for the execution of activities, achievement of results and display of behaviors within the role on an ongoing basis.

1. Be responsible for the showroom condition, ensure cleanliness, neatness and a favorable condition for our customers. Make sure literature, samples, product displays are always stocked and in excellent condition.
2. Be responsible for walk-in homeowner sales. Coordinate all estimates, sales, delivery, and service for these sales.
3. Follows a structured sales process and delivers project quotation or cost detail. Completes sales transactions which may include handling deposits (checks, credit cards).
4. Keep customer updated in all phases of the project. This position will schedule and communicate any changes or adjustments to estimates, ordering, delivery, and service.
5. Assist with accounting on outstanding balances.
6. This position will follow-up on any services Pella Windows & Doors of Wisconsin provides and assures customers’ expectations have been met.

Results

1. Sales

2. Customer Service – Internal and External

3. Individual Goal Achievement

4. Accuracy

Education/Qualifications

1. Associates or Bachelor’s degree preferred; job experience acceptable in lieu of secondary education.
2. Ability to read and interpret blueprints.
3. Experience with Microsoft Office (Excel, Word and Outlook) required.
4. Experience with or ability to learn PQM, ACE, CRM, PSI and OMS preferred.
5. Construction knowledge is preferred.
6. Ability to work weekend and evening hours required.

Physical Requirements

While performing the duties of the job, the employee is regularly required to stand; walk; sit; use hands; reach with arms and hands; and talk and hear. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.

Job Summary

This position is responsible for supporting all administrative functions for the Pella Trade Sales Divisions. Project Coordinators must be able to multi-task and keep projects organized in a fast paced environment.

Essential Job Duties/Responsibilities

Responsible for the execution of activities, achievement of results and display of behaviors within the role on an ongoing basis.

1. Submit orders on a timely basis to meet customers’ needs or expectations using current lead times and Truck capacity.
2. Order outside vendor products to align with customers’ needs.
3. Verify order accuracy using order verification processes.
4. Schedule orders based on customer needs or expectations, truck, shop, and pre-finish capacity.
5. Communicate customer delivery dates or any issues which may affect customer’s completion of a project.

Education/Qualifications

1. Experience with Microsoft Office (Excel, Word and Outlook) required.

Job Summary

This position will be the primary contact for all non-sales activities for our trade customers.  This position will report directly to the Service Manager.

Essential Job Duties/Responsibilities

Responsible for the execution of activities, achievement of results and display of behaviors within the role on an ongoing basis.

1. Will have direct communication with our trade customers.
2. Will be responsible for coordinating all estimates, delivery, and service.
3. Will keep customer updated in all phases of the project. This position will schedule and communicate any changes or adjustments to estimates, ordering, delivery, and service.
4. This position will follow-up on any services Pella Windows & Doors of Wisconsin provide and assure customers expectations have been met.

Education/Qualifications

1. Experience with Microsoft Office (Excel, Word and Outlook) required.

Job Summary
The On-Site Project Assistant aids in recovery and closeouts. The focus is support based to ensure the completion of trade projects.

Essential Job Duties/Responsibilities
Primary responsibility is to ensure trade project completions and maximize customer satisfaction.

Activities
1. Work with all necessary parties to provide and coordinate recovery items.
2. Install accessories.
3. Jobsite walk throughs & finalize punch list.
4. Initial diagnostics and troubleshooting.
5. Assist in project safety and implement of Zero Injury Program.
6. Assist in the planning, coordinating and supervision of on-site functions including, but not limited to the following: scheduling, material control, procurement, safety and provide day to day support to installation manager as needed.
7. Assist in the coordination of subcontractors, labor relations, and customer interface.
8. Attend project meetings as directed by project manager. Assure that minutes and notes are maintained distributed and backed- up of all meetings on-site with owner, other contractors, subcontractors, etc.
9. Make emergency material runs to Pella Windows & Doors of Wisconsin vendors and delivering any material to jobsites as needed.
10. Perform additional duties per supervisor’s direction.

Results
1. Correct and Complete Closeout.
2. Scheduling & Execution.
3. Communication/Coordination with customers, crews, and all departments.
4. Individual Goal Achievement.
Behaviors
1. Embrace our Vision and Expectations through personal demonstration within the company.
2. Represent the company to the customer by presenting a professional image and conducting business to the highest standards possible.
3. Hold self-accountable to performance expectations.
4. Consider the owner, employees and customers when making well-informed decisions.
5. Have a positive outlook and the passion to turn challenges into opportunities.
6. Maintain current knowledge of products and industry trends.
7. Provide customer service to internal and external customers which consistently exceed expectations.
8. Dress with company logo apparel for easy identification.
9. Consistently demonstrate the desired competencies related to this position (stated below):

Competency Set
1. Team Player
2. Active Communications
3. Organization & Planning
4. Problem Solving & Decision Making
5. Composure
6. Customer Orientation
7. Adaptability/Flexibility
8. Industry & Product Knowledge

Education/Qualifications
1. Effective written and verbal communication skills.
2. Experience with Microsoft Office (Excel, Word and Outlook) required.
3. Valid driver’s license.
4. Previous field construction experience preferred.
5. Ability to be an effective team member and handle projects responsibly.

Physical Requirements
6. Must be able to push/pull windows using a force of 45-250 lbs.
7. Must be able to bend 50% of the workday to work on windows or pick up materials.
8. Must be able to stand & walk up to 70% of a normal workday.

Job Summary

The Retail Sales Representative (Rep), is responsible for selling products to homeowners. Retail Sales Reps meet with customers in the showroom and in the home to proactively sell our products while providing exceptional customer service.

Essential Job Duties/Responsibilities

Responsible for the execution of activities, achievement of results and display of behaviors within the role on an ongoing basis.

Activities (20%)

1. Own the full sales process by:
   1. Pre-planning
   2. Assessing customer needs
   3. Demonstrating product application
   4. Executing project evaluation, measuring, and quote
   5. Executing product sales and delivery
   6. Following up on all stages of the sales process
   7. Writing Thank you and Congratulations cards
   8. Ensuring customer satisfaction
2. Gain new business through networking, canvassing and referrals
3. Utilize electronic systems and software to quote products and manage your business

Results (60%)

1. Sales

• Company-generated Closing Rate
• YPO

2. Customer Service – Internal and External

• CSR Score

3. Accuracy

• Free Stuff Report

4. Individual Goal Achievement

Behaviors (20%)

1. Embraces our Vision and Expectations through personal demonstration within the company.
2. Positively represents the company to the customer by presenting a professional image and conducting business to the highest standards possible.
3. Holds self accountable to performance goals.
4. Considers the owners, employees and customers when making well-informed decisions.
5. Has a positive outlook and the passion to turn challenges into opportunities.
6. Maintains current knowledge of products and industry trends by attending seminars, member associations and reading industry information.
7. Delivers service to internal and external customers which consistently exceed expectations.
8. Consistently demonstrates the desired competencies related to the this position (stated below):

Competency Set

1. Relationship Building
2. Informal Communication Skills
3. Listening Skills
4. Growth Orientation
5. Energy
6. Initiative
7. Results Orientation
8. Risk Taking
9. Industry Knowledge

Education/Qualifications

1. Two – four years of outside sales experience preferred.
2. Experience with Microsoft Office (Excel, Word and Outlook) required.
3. Experience with in the window or construction industry preferred.