About the job
Based in Middleton, WI, the Sales Account Manager will manage sales project details for LERDAHL Legacy Accounts. Is responsible for all project and daily work to support the sales and marketing efforts, and full customer satisfaction for those accounts. LERDAHL Legacy Accounts are assigned to the Account Manager to farm and grow additional business from those clients. Captures project details to support the sales efforts of LERDAHL.
Specific Responsibilities and Duties:
Customer/Legacy Account Servicing
• Is the single point-of-contact for coordinating all dealer activities, services, orders and personnel for each assigned account; is responsible for account team’s performance, including all marketing and operational decisions made by team members
• Provides timely response to customer’s requests for products, services and/or information
• Maintains comprehensive understanding of customer’s needs, corporate goals, business practices and satisfaction/performance criteria
• Is responsible for all client relations and on-going relationships with client personnel, and client third parties (contractors, A&D firms, etc.)
Sales & Marketing
• Is responsible for marketing full range of dealership’s products and services to customer
• Provides frequent and regular follow-up with customer regarding information for products and services including all support for customer’s requests
• Presents new products and services to customer, and exposes customer to new opportunities to purchase goods and services from dealership
• Identifies account penetration opportunities for additional product or service sales to customer
Sales Order Management
• Develops plans and product specifications either on own or through work with the design department; produces detailed, accurate and professional looking quotes through own effort or in conjunction with dealership personnel (designers, project managers, etc.) and presents these to the customer in a timely manner
• Works with Client Service department to develop service contracts to present to customer when complex services are sold (design, for instance) or for major projects (installation, design, project management)
• Ensures a responsible close of sale by obtaining signed sales orders (and terms & conditions, if appropriate), client purchase orders and deposits as required
• Stays involved throughout sale implementation to ensure that any bottlenecks or changes in scope are identified and resolved, and that both customer and dealership are satisfied
Organizational Interfaces
• Works collaboratively with client and client’s third-party firms, including A&D firms, interior contractors, electrical and communication engineers, customer’s IT group, etc.
• Manages internal and external dealer team interfaces, including interface with subcontractors, manufacturers, etc.
Process, Quality and Customer Satisfaction
• Ensures standards of performance are met for all customer work activities
• Establishes costs and sell amounts for all account products and services, based on contract pricing, gross margin guidelines and established service pricing; is responsible for “cost-of-sale” against account purchases
• Ensures documentation standards are maintained for all account activities; ensures dealership process and procedures are followed
Customer/Account Interfaces:
o Is available, responsive, and timely to customer inquiries, requests for information and/or quotations, problem resolution, etc.
o Conducts a professional, cooperative interface with the customer, the customer’s employees, and the customer’s third-party consultants/subcontractors
o Meets monthly, quarterly and yearly sales and margin goals as set by the dealership and sales manager.
o Works with marketing staff (internal or external) to develop professional materials and presentation materials.
Additional Characteristics of the Position:
1. Complexities – Work is complex and varied and has impact and implications on decisions in other components of the organization. Work is broad in scope and requires an understanding of several major organizational functions within the company. A high degree of analytic ability and inductive thinking is required for decision making and problem-solving purposes.
2. Impact of accuracy – Errors may result in considerable financial loss, or serious loss of customer goodwill. Responsible for overall team performance.
3. Interpersonal relationship skills – Critical: Skills in understanding, explaining, teaching, selecting, developing, and motivating people are important to the highest degrees.
4. Stress factor – Substantial: Required to work several hours, attend or conduct meetings beyond the normal day. Attend to stressful situations that arise. These situations are often due to customer or manufacturing issues. Stress is also a product of the overall responsibility for team/project outcomes, overall workload, and resolution of issues.
5. Scope of impact – Decisions affect the entire organization.
Supervisory Responsibility:
1. Responsible for revenue generation for the organization.
2. No direct supervisory responsibilities.
Qualifications:
1. Knowledge – Requires extensive theoretical and practical knowledge in a specialized field or discipline, (interior design, product knowledge, business knowledge) and the ability to integrate practical information from such fields or discipline.
2. Education – Bachelor’s degree in interior design or other related degree preferred. Knowledge in a wide variety of areas, for example; space planning, interior finishes, contract documents using best business practices, building codes, ADA, sustainable design, etc.
3. Experience – At least 3-5 years related experience.
Specialized knowledge required to perform job: Building codes, ADA codes, sustainable design, extensive product knowledge, space planning, communication skills, ability to identify client roles (buyer, user, etc.) and how they influence process, strategizing, knowledge of competition, negotiating.
a. Laptop computer
b. Microsoft Office Suite
c. Internet/TEAMS
d. Printers/Fax/Copiers
e. Smart phone
4. Problem solving – Solves a wide range of complex, multidisciplinary problems which must consider short and intermediate-term planning (such as design complex architectural projects, develop human resources or financial strategies, conduct original research, etc.)
PHYSICAL ELEMENTS:
1. Physical movement –
Standing – occasionally
Sitting – Frequently
Walking – frequently
Pushing/Pulling – occasionally
Driving – occasionally
Lifting/lowering – occasionally
Lifting – 5 to 20 pounds
Repetitive Motion with hands, wrists, or arms – frequently
Computer/keyboard – frequently
2. Exposures –
Cold – occasional – most often in climate-controlled environment
Heat – occasional – most often in climate-controlled environment
Heights – occasional – the following would be limited – especially in comparison to installers
Skin irritants – occasional
Lung irritants – occasional
Electrical equipment – occasional
Loud noises – occasional
Sharp tools/instruments – occasional
LERDAHL | Inspired Workspace Interiors is a commercial interior construction, design and furnishings company serving corporate, healthcare, education and manufacturing clients across Wisconsin, Eastern Iowa and Northern Illinois. We work with clients in over 30 different states and are a locally owned and operated business entity in Madison and Milwaukee, Wisconsin and Dubuque Iowa.
Summary of Position:
As a sales specialist in new business development, based in Middleton, WI, this position does extensive research and networking to identify and land new business leads, which are qualified and initiated before turning over to regular sales force for further development. This position is responsible for generating new sales volume, and targeting account development and competitive account penetration.
Job Specific Responsibilities:
Lead Generation
1. Networks extensively for leads (business groups, real estate brokers, A&D community, local community organizations, industry organizations, etc.); develops relationships with key influencers (A&D principals, real estate brokers, property managers).
2. Research for leads through business journals, newspapers, industry periodicals and publications, internet, etc.
3. Puts together a formal marketing plan for generating new business for dealership; plan is reviewed and revised on a regular basis (monthly) as needed.
4. Develops target account list of potential clients, including major corporations, local/state/federal government business, educational entities; uses deliberate, measurable long-term plan to penetrate these accounts.
5. Works closely with dealership’s manufacturer representatives and corporate account groups to target opportunities for sales.
Qualification & Turnover
1. Qualifies leads into potential customers; does detailed need analysis to understand client’s requirements for furniture products and services.
2. Research client’s core business to completely understand client and market factors that impact client’s business.
3. Sets up contact with account/lead to present dealership’s products and services; may bring other sales staff on first meeting or not.
4. Makes persuasive presentations to customers on dealership’s products and services—in person, through written/graphic documentation and electronic means.
5. Brings other sales staff into accounts/leads to gain familiarity with client and
Inspired Workplace Interiors 2
internal contacts; sets up account/lead for turnover to other dealer sales staff if required.
Customer/Account Interfaces
1. Is available, responsive, and timely to customer inquiries, requests for information and/or quotations, problem resolution, etc.
2. Conducts a professional, cooperative interface with the customer, the customer’s employees, and the customer’s third-party consultants/subcontractors.
Miscellaneous
1. Meets monthly, quarterly, and yearly sales and margin goals as set by the dealership and sales manager.
2. Works with marketing staff (internal or external) to develop professional materials and presentations.
Additional Characteristics of the Position:
1. Complexities – Work is complex and varied and has impact and implications on decisions in other components of the organization. Work is broad in scope and requires an understanding of several major organizational functions within the company. A high degree of analytic ability and inductive thinking is required for decision making and problem-solving purposes.
2. Impact of accuracy – Errors may result in considerable financial loss, or serious loss of customer goodwill. Responsible for overall team performance.
3. Interpersonal relationship skills – Critical: Skills in understanding, explaining, teaching, selecting, developing, and motivating people are important to the highest degrees.
4. Stress factor – Substantial: Required to work several hours, attend or conduct meetings beyond the normal day. Attend to stressful situations that arise. These situations are often due to customer or manufacturing issues. Stress is also a product of the overall responsibility for team/project outcomes, overall workload, and resolution of issues.
5. Scope of impact – Decisions affect the entire organization.
Supervisory Responsibility:
1. Responsible for revenue generation for the organization.
Inspired Workplace Interiors 3
2. No direct supervisory responsibilities.
Qualifications:
1. Knowledge – Requires extensive theoretical and practical knowledge in a specialized field or discipline, (interior design, product knowledge, business knowledge) and the ability to integrate practical information from such fields or discipline.
2. Education – Bachelor’s degree in interior design, business, or other related degree preferred.
3. Experience – At least 3-5 years related experience.
a. Demonstrates achievement in B2B sales
b. Excellent verbal and written communication skills, including facilitation of group presentations
c. Basic understanding of the industry, with the ability to become a subject matter expert on the job
d. Innovation and problem-solving skills that include the ability to develop and propose solutions for clients
e. Superb interpersonal skills, including the ability to quickly build rapport with both customers and suppliers
f. Ability to anticipate customers’ need and match them with appropriate products and services
g. Computer proficient with Microsoft Office Suite
h. Self-driven and able to work comfortably in a fast-paced environment
i. Follow-through and dependability
j. Smart phone
PHYSICAL ELEMENTS:
1. Physical movement –
Standing – occasionally
Sitting – Frequently
Walking – frequently
Pushing/Pulling – occasionally
Driving – occasionally
Lifting/lowering – occasionally
Inspired Workplace Interiors 4
Lifting – 5 to 20 pounds
Repetitive Motion with hands, wrists, or arms – frequently
Computer/keyboard – frequently
2. Exposures –
Cold – occasional – most often in climate-controlled environment
Heat – occasional – most often in climate-controlled environment
Heights – occasional – the following would be limited – especially in comparison to installers
Skin irritants – occasional
Lung irritants – occasional
Electrical equipment – occasional
Loud noises – occasional
Sharp tools/instruments – occasional
LERDAHL | Inspired Workspace Interiors is a commercial interior construction, design and furnishings company serving corporate, healthcare, education and manufacturing clients across Wisconsin, Eastern Iowa and Northern Illinois. We work with clients in over 30 different states and are a locally owned and operated business entity in Madison and Milwaukee, Wisconsin and Dubuque Iowa.
Summary of Position:
The primary role of the Interior Design Intern position is to support the Interior Design functions of Lerdahl Business Interiors. The areas outlined for specific duties include Resource Library and Design Support.
Design Responsibilities:
- Create Project and Product PowerPoints
- Create Finish Boards
- Pull Finish Palettes
- Assemble Finish Packets
- Produce Block and Space Plans
- Complete Bid Response Documents
- Specify and Draw using 2020 Spaces
- Specify and Drawing using CET
Library Responsibilities:
- Check Sample Stock of materials from our vendors
- Order Samples for Library Stock and Designers
- Meet with Manufacturers Representatives
- Organize Samples and Materials
- File Brochures
- Return Carpet Samples
- Reorganize Library
- Attend Vendor Meetings
Additional Characteristics of the Position:
1. Complexities – Work is varied and supports the design team members. A critical group to the function of our company.
2. Impact of accuracy – All work is supervised and supports an internal team that corrects and mentors until craft is perfected.
3. Interpersonal relationship skills – Skills in understanding people and interpreting requests are important to achieving objectives.
4. Stress factors – Low, rarely: Required to work on deadline or attend or conduct meetings beyond the normal day.
5. Scope of impact – Decisions normally affect me and the work of others.
6. Financial – Little or no financial or budgetary responsibility.
Qualifications:
1. Knowledge – Knowledge of design techniques and principles of ADA and building codes regarding commercial design and interior furnishings. Some training in AutoCAD, 2020 Spaces, CET, and Microsoft Office Suite preferred.
2. Education – Working towards Associate degree (2-year degree) or certification program of comparable length in Interior Design. Sophomore, Junior are preferred.
3. Experience – This is a learning and training position at LBI that requires little or no experience.
4. Other Skills and Abilities
a. Execution of LBI processes and best practices as accurately and proficiently as possible.
b. Ability to communicate effectively and convey to clients and co-workers information and plans verbally and
through writing.
c. Ability to multi-task various quantities of projects and at various levels.
d. Ability to develop specific individual goals and ability to prioritize, organize, and accomplish work efficiently.
e. Desire to keep up-to-date with new developments and programs in the design industry.
f. Ability to perform basic mathematical skills related to our industry as needed.
g. Ability to work effectively and respectfully with clients and LBI staff, to maintain good working relationships.
h. Incorporation of LBI core values.
Physical Elements:
1. Physical Movement Standing – occasionally Sitting – most of the day – Walking – occasionally Bending – occasionally Crouching – occasionally Pushing/pulling – occasionally Lifting/lowering – occasionally Lifting – 5 – 20 lbs Repetitive motions with hands, wrists, or arms – most of the day Computer/keyboard – most of the day
2. Exposures Cold – occasional – only between meetings and/or site visits where the building isn’t enclosed Heat – occasional – only between meetings and/or site visits where the building isn’t enclosed Heights – occasional Skin irritants – occasional Lung irritants – occasional Electrical equipment – occasional Loud noises – occasional Sharp tools/instruments – occasional
Lerdahl: Inspired Workspace Interiors is a commercial interior construction, design and furnishings company serving corporate, healthcare, education and manufacturing clients across Wisconsin, Eastern Iowa and Northern Illinois. In 2019, we worked with clients in over 30 different states and are a locally owned and operated business entity.
Summary of Position:
The Pricing Specialist is responsible for maintaining a current pricing database, with current
information related to pricing for all products and services that we offer our clients. This individual
will work closely with Design, Client Services and Sales to ensure all project quotes are priced
accurately prior to client presentation.
Job Specific Responsibilities:
• Monitor manufacturer pricing to ensure the Lerdahl has the current pricing and contracts
• Create and maintain a pricing database that will include the following information:
o All manufacturer pricing and purchasing requirements
o Special purchasing contracts, (i.e. State, UW, GSA, CDA, Vizient, etc.)
o Freight
o Surcharges
o Other special
• Working with Design, Client Services and Sales ensure that all project quotes are priced
accurately
• Check and release quotes prior to PO processing
• Ensure all freight pricing, manufacturer surcharges and special pricing is quoted accurately
• Work with vendors and internal project teams to reconcile acknowledged pricing discrepancies
• Vendor communications; including verification of pricing, discounting, and lead times
• Assist Sales, Client Services, Design and Accounting with Misc. tasks if needed
• Follows practices and processes outlined by Lerdahl Process Guidelines
• Create eManageONE proposals when needed
Additional Characteristics of The Position
1. Complexities – Work is complex and varied and has impact and implications on decisions in other components of the organization. Work is broad in scope and requires an understanding of
several major organizational functions within the company. A high degree of analytic ability and
inductive thinking is required for decision making and problem-solving purposes.
1. Impact of accuracy – Errors may result in somewhat serious consequences involving customer
relations, preparation of data, financial loss or damage to expensive equipment or property.
2. Interpersonal relationship skills – Advanced: Skills in understanding and/or influencing people
are important to achieving job objectives.
3. Stress factor – Frequently: Required to work several hours or attend or conduct meetings beyond the normal day. Receive stressful assignments or work at least once a week.
4. Scope of impact – Decisions normally affect me and the work of others
Qualifications and skills:
• Proven work experience as a Project Coordinator or similar role preferred but not required
• Excellent communication skills
• Solid organizational skills, including multitasking and time-management
• Ability to perform in fast paced work environment
• Strong working knowledge of Microsoft Office
1. Education – Certificate degree or Bachelor’s degree. Customer service or business acumen.
2. Knowledge – Some business knowledge and the ability to apply information from contracts, pricing guides and other resources.
3. Experience – At least 2-3 years related experience preferred.
4. Good communication skills, ability to use resources to apply discounts and fees to create a proposal.
5. List all major equipment and computer systems typically used or handled to perform your job duties:
a. Computer
b. Internet
c. Printers/Fax/Copiers
d. Microsoft Office Products
e. eManage One
f. Project Spec
g. ClickUp
6. Detailed role with financial responsibility and interest to learn interior design products and manufacturers.
Physical Elements:
1. Physical movement –
Standing – occasionally
Sitting – most of the day
Walking – occasionally
Bending – occasionally
Crouching – occasionally
Pushing/pulling – occasionally
Lifting/lowering – occasionally
Lifting – 5 – 30 lbs.
Repetitive motions with hands, wrists, or arms – most of the day
Computer/keyboard – most of the day
2. Exposures –
Cold – occasional – only between meetings and/or site visits where the building isn’t
enclosed
Heat – occasional – same as cold
Heights – occasional
Skin irritants – occasional
Lung irritants – occasional
Electrical equipment – occasional
Loud noises – occasional
Sharp tools/instruments – occasional
LERDAHL | Inspired Workspace Interiors is a commercial interior construction, design and
furnishings company serving corporate, healthcare, education and manufacturing clients
across Wisconsin, Eastern Iowa and Northern Illinois. We work with clients in over 30
different states and are a locally owned and operated business entity in Madison and
Milwaukee, Wisconsin and Dubuque Iowa
