Preferred Technologies, LLC

Operations

• Enter Purchase Orders for Project Managers after they have sent you the BOM (Bill of Materials)
• Track Order Confirmations
• Liaise with Accounting team to ensure operations team compliance
• Assist with pay apps
• Enable assist with end-of-project closeout deliverables (warranties, O&M manuals, etc.)
• Enable/assist PMs with project deliverables (product data submittals, job-specific safety certs, job specific badging, etc.)
• Schedule and maintain training records
• Backup to Warehouse Associate (general receiving duties as needed)

Operations Administrator

Security Engineer

• Teach, coach, mentor and train Sales Team Members of all stages
• Understand, maintain, and develop the Pref-Tech sales process
• Direct and coordinate all local sales activities
• Assist the Sales Team in building and maintaining long-term relationships
• Maintain, track, analyze and report quarterly and annual sales goals for the team and individual sales team members
• Understand our ideal customer and how they relate to our products
• Coordinate with marketing on lead generation and initiatives
• Lead project and contract negotiations
• Evaluate Direct Reports use of products, coach and approve as required
• Assist in the planning, recruiting, hiring, onboarding, and training of new Direct Reports
• Perform quarterly and annual performance reviews for Direct Reports
• Hire, fire and promote the members of your team
• Prepare strategic plans regarding: Daily activities, Lead generation, Customer contact, structure of calls and appointment and follow-up.
• Prepare presentations and sales contracts
• Prepare proposals with detailed scopes of work.
• Manage the bidding process with Sales Team Members and Design Estimators
• Coordinate with Sales Team Members, Design/Estimation and Operations to help shape product and services offerings and processes
• Attend pre-bids, walk, and review jobsites
• Prepare and Coordinate Project Hand-Over Meetings with Operations
• Be a TEAM player
• Make face-to-face presentations
• Identify and resolve client concerns and complaints
• Develop and Maintain Personal Rocks
• Travel as needed for interoffice or customer meetings or needs

Sales Manager – Security Integration

Financial Planning and Analysis

• Conduct in-depth financial analyses to support decision-making
• Monitor actual performance against budgets, identify variances, and perform analysis to explain significant deviations
• Prepare monthly, quarterly, and annual financial reports highlighting key performance indicators and trends as required
• Compile and analyze financial data for management reports and presentations as needed
• Assist in the month-end close process which includes journal entry preparation and account reconciliations when applicable
• Proactively identify data needs and sources to support business decisions
• Support project managers in the cost analysis of projects, including developing project budgets, tracking actual costs, and identifying potential cost overruns
• Analyze project profitability and identify areas for improvement
• Execute a monthly revenue recognition process to ensure compliance with accounting standards
• Collaborate with the accounting department and project managers to produce accurate and timely revenue monthly reporting
• Drive the monthly revenue forecast, including analysis of key drivers and assumptions
• Participate in the annual budgeting process by providing support and analysis
• Identify opportunities to improve budget accuracy
• Participate in special projects and process improvement initiatives
• Support ad-hoc financial analysis requests from various departments as needed.

Financial Analyst

Designer

• Lead, manage and assume accountability for assigned sales projects and sales tasks.
• Meet regularly with SDP’s and Project Managers to determine and prioritize the company’s design estimation needs.
• Be able to present designs to SDP’s, Operations, and to the end user as needed
• Go on site visits to determine customer needs, with or without SDP’s.
• Enter high security areas which may require immediate background checks.
• Continuously develop sales & design skills & certifications.

Design Estimator

• A Design Estimator at Pref-Tech is responsible for supporting Sales & Design Professionals (SDP’s) in the construction of estimates for assigned projects based on Preferred Technologies estimation standards.
• Lead, manage and assume accountability for assigned sales projects and sales tasks.
• Meet regularly with SDP’s and Project Managers to determine and prioritize the company’s design estimation needs.
• Be able to present designs to SDP’s, Operations, and to the end user as needed.
• Go on site visits to determine customer needs, with or without SDP’s.
• Enter high security areas which may require immediate background checks.
• Continuously develop sales & design skills & certifications.

• Teach, coach, mentor and train Sales Team Members of all stages
• Understand, maintain, and develop the Pref-Tech sales process
• Direct and coordinate all local sales activities
• Assist the Sales Team in building and maintaining long-term relationships
• Maintain, track, analyze and report quarterly and annual sales goals for the team and individual sales team members
• Understand our ideal customer and how they relate to our products
• Coordinate with marketing on lead generation and initiatives
• Lead project and contract negotiations
• Evaluate Direct Reports use of products, coach and approve as required
• Assist in the planning, recruiting, hiring, onboarding, and training of new Direct Reports
• Perform quarterly and annual performance reviews for Direct Reports
• Hire, fire and promote the members of your team
• Prepare strategic plans regarding: Daily activities, Lead generation, Customer contact, structure of calls and appointment and follow-up
• Prepare presentations and sales contracts
• Prepare proposals with detailed scopes of work
• Manage the bidding process with Sales Team Members and Design Estimators
• Coordinate with Sales Team Members, Design/Estimation and Operations to help shape product and services offerings and processes
• Attend pre-bids, walk, and review jobsites
• Prepare and Coordinate Project Hand-Over Meetings with Operations
• Be a TEAM player
• Make face-to-face presentations
• Identify and resolve client concerns and complaints
• Develop and Maintain Personal Rocks
• Travel as needed for interoffice or customer meetings or needs