What are the responsibilities and job description for the Trade Specialist position at Lifeguard?
Description
Job Overview:
The Trade Specialist provides overview and trade knowledge within an individual divisional alignment. This role is responsible for guiding the flow of a ticket, project, or action regarding client specific requests within the Service, Projects, or Distribution division. These actions include qualifying pricing, building and providing scopes of work, and driving timelines of which our vendors provide required documentation (proposals, spec sheets, SOW, etc), all along while qualifying pricing to ensure company profitability. At times, the Trade Specialist will be responsible for contacting and fostering relationships with different manufacturers to ensure competitive pricing, accurate lead times, and desired client outcome.
Directly Report To: Operations Manager
Job Responsibilities
Candidate Qualifications
Job Overview:
The Trade Specialist provides overview and trade knowledge within an individual divisional alignment. This role is responsible for guiding the flow of a ticket, project, or action regarding client specific requests within the Service, Projects, or Distribution division. These actions include qualifying pricing, building and providing scopes of work, and driving timelines of which our vendors provide required documentation (proposals, spec sheets, SOW, etc), all along while qualifying pricing to ensure company profitability. At times, the Trade Specialist will be responsible for contacting and fostering relationships with different manufacturers to ensure competitive pricing, accurate lead times, and desired client outcome.
Directly Report To: Operations Manager
Job Responsibilities
- Computer literate and experienced within Microsoft Office, and facility maintenance software (FMS).
- Respond to emails in a timely manner and track list of day-to-day responsibilities in accordance to divisional and status alignment
- Responsible for maintaining internal status driven KPI’s (Key Performance Indicators), along with customer SLA (Service Level Agreement) expectations.
- When needed, vet current vendors within divisions to ensure they are qualified to perform and complete work within division and meets Evo and client expectations
- Send out material quotes/requests as needed to manufacturers for bidding purposes and/or approved work order materials.
- Follow up with sub-contractors dispatched by Service Leads to obtain sub-contractor quotes in a timely manner.
- If vendor does not properly respond to and/or meet timeline expectations, provide Service Leads with suggestions and direction on the type of work, details on SOW, to assist in their understanding of needs from vendor.
- If vendor does not properly respond to and/or meet timeline expectations, assist Service Leads to quickly find additional sub-contractors to provide same quoting information needed to assemble quotes.
- Qualify vendor surveys, quotes, and documentation for all divisions, to ensure pricing received and timelines are within industry standard expectations
- Qualify quotes to ensure material pricing, labor hours, job descriptions and timelines are in line with industry standard as well as meets customer’s expectations
- Work with estimator to properly translate vendor quotes and material pricing into customer standard language and desired pricing model based on client expectations
- Coordinate with Purchasing Manager to order needed materials for approved work orders
- Follow up with Purchasing Manager and Jr Purchasing Manager (warehouse) to track and manage timelines of purchased materials to ensure ETAs are met and timelines are upheld
- Schedule and oversee any and all in-house fabrication needs on ordered materials received prior to scheduling work
- Work with Purchasing Manager and Jr Purchasing Manager(warehouse) to schedule shipping of ready materials to required destination
- Backfill for Purchasing Manager when needed for divisional needs
- Develop vendor relationships and preferred vendors list by trades in established regional markets where work is being performed
- Proactively provide guidance to staff regarding product knowledge, client spec, and industry expectations
- Complete other assignments as needed
- Weekly/Daily Divisional Meeting with Operations Manager (and account managers as needed)
- Organization Meetings
- Weekly Purchasing and Fabrication Meeting
- Weekly reporting to the Vendor Relations team to identify sourcing opportunities to enhance the vendor database regionally.
Candidate Qualifications
- 3 – 5 years of trade specific experience
- Experience completing onsite survey take-offs and/or purchasing within trade specific need
- Capable of using small hand tools, like tape measure, screw driver, plyers, or wrenches
- Strong interpersonal skills
- Able to read and interpret blue prints/specifications
- Excellent technical skills, including using computers, the Internet and file sharing required
- Strong personal management skills, dedication and organization required