Pella Windows & Doors of North Carolina and Southwest Virginia

General

• Implement programs, tools, new products, and sales processes for PDSN to drive sustainable growth through Pella’s go-to-market segment strategies
• Work with the PDSN account management team to develop learning course material and coordinate logistics, scheduling, and training programs
• Recommend training methods, timing, and content to improve training effectiveness
• Gather regional intelligence, including regional competitors and market challenges, using a segment-agnostic lens
• Communicate effectively with management across PDSN, other channel partners, and Corporate
• Review HLPs and track KPIs, identify metric trends, and brief the PDSN Regional Business Manager on underperformance or overperformance
• Answer branch questions and escalate issues to the Regional Business Manager as necessary
• Partner with Segment Selling Process Managers to influence regional Sales Managers and ensure PDSN playbook accountability
• Travel 25% or more

Regional Business Specialist

Architect

• Build the Pella brand within the architectural community as a premier window and door solutions provider
• Develop long-term relationships with architects and trade organizations
• Generate architectural project specifications and sales lead hand-offs
• Develop continuing education opportunities for current and potential customers
• Originate new business relationships through networking, referrals, and face-to-face meetings
• Coordinate, promote, and advance visibility of the Pella product line
• Represent Pella Windows & Doors at company events, professional presentations, trade association meetings, and consumer home shows
• Participate in CSI, AIA, and other relevant trade and industry bodies
• Compile prospective customer lists and conduct outbound lead follow-up by phone and email
• Present product demonstrations and quote remodeling and new construction residential and commercial projects using PQM, Microsoft Office, and other systems
• Present Lunch and Learn educational programs to architects, engineers, contractors, building owners, and managers
• Follow up on leads from Dodge reports, Reed Construction, Pella Corporation, and outstanding proposals
• Respond to client concerns and resolve issues through independent decision-making
• Maintain product and competitive-market expertise
• Educate customers on installation guidelines and measure openings for accurate ordering
• Collaborate with Pella teams and departments on product requirements
• Manage customer interactions and proactive communications through CRM tools
• Keep manager informed while working independently
• Support personal and career development

Architectural Consultant

• Provide courteous, timely, and professional support to customers and local service teams via phone, email, and text in a contact center environment
• Troubleshoot issues, provide quotes, and schedule virtual or in-person service appointments
• Accurately document and process customer concerns using internal systems, tools, and standard work
• Develop working knowledge of company products and services
• Follow standard procedures and policies while communicating clearly and accurately
• Escalate complex issues to the appropriate local management team
• Maintain confidentiality and handle personal information appropriately
• Stay current on program updates, systems, and processes through ongoing training and team meetings
• Adhere to attendance and scheduling expectations
• Perform other duties as assigned

Centralized Service Coordinator

Account Executive

• Manage all field activities in an assigned sales-service area, including customer relations, product application, sales and delivery, service, installation instruction, collections and customer satisfaction
• Promote the visibility and presence of the entire product line while monitoring architectural and construction-related activity
• Represent Pella Commercial Solutions at company-sponsored events, professional group presentations, trade association meetings and trade shows
• Assist in growing and developing the customer base through training and guidance
• Maintain in-depth knowledge of products, applications and specification writing for projects of all sizes
• Establish personal action plans with management to promote and sell products
• Develop close working relationships with customers and inside support personnel
• Present product demonstrations, interpret and take off blueprints, and use Siebel On Demand, PQM and Microsoft Office to sell and order products for commercial projects
• Assist with prompt and on-time delivery and package products as a single source of supply when possible
• Advise management of significant developments and recommend actions
• Develop architectural promotion, product application and bidding strategies; implement value engineering when appropriate
• Gather competitive intelligence and recommend new products to improve profitability and sales
• Balance profitability and sales volume
• Engage early on projects to influence product selection and performance specifications
• Maintain project files, architectural portfolios and ongoing communication with buying influences and company personnel
• Conduct “box lunch” presentations and educate buying influences on product features and benefits
• Assist management in training other sales representatives on technical information, product knowledge, promotion, bidding and selling strategies
• Ensure products are installed properly according to manufacturer guidelines

Dealer Sales Consultant

Collections

• Manage an assigned portfolio of customer accounts and oversee collection activities throughout the delinquency timeline
• Utilize effective collection strategies to reduce past-due balances and support company cash flow objectives
• Partner with internal teams to meet and improve Days Sales Outstanding (DSO) goals
• Evaluate account activity and credit exposure to help minimize bad debt risk
• Collaborate with customers to establish and manage payment arrangements when needed
• Investigate billing discrepancies and resolve account issues with customers, contractors, and title companies
• Conduct account reconciliations and maintain accurate financial records
• Lead weekly delinquency review meetings and recommend collection strategies
• Monitor lien timelines and coordinate required notices in accordance with state-specific requirements
• Prepare lien waivers, letters of direction, satisfaction requests, and other payment-related documentation
• Work closely with cash applications teams to ensure customer payments are accurately posted
• Maintain thorough documentation of account activity, collection efforts, and follow-up actions
• Communicate professionally with customers, sales teams, leadership, and cross-functional partners to drive issue resolution

Collections Coordinator

Technician

• Execute the Order Verification process accurately and on time
• Gather and record accurate job-site measurements and product requirements
• Communicate with customers as a professional Pella representative
• Set realistic homeowner expectations regarding the Pella Installation Process
• Inspect job sites for water intrusion, rot, mold, and other issues
• Confirm job-site suitability and resolve discovered issues with homeowners
• Provide documentation and photos to assist installation teams
• Control project and recovery costs
• Coordinate with sales teams and installers for seamless order fulfillment
• Deliver missing installation items to job sites as needed
• Verify completed installations against manufacturing guidelines and report concerns to the manager
• Provide training to Retail Sales Consultants as needed
• Ensure job-site safety rules are followed
• Perform minor service or installation tasks to improve customer satisfaction
• Maintain the assigned company vehicle
• Support installation recovery work as needed

Measure Technician – Windows and Doors

• Build the Pella brand as a premier commercial window and door solutions provider
• Achieve individual sales and customer satisfaction goals
• Prospect for and secure new business through networking, referrals, and face-to-face meetings
• Generate growth within existing accounts through trust and long-standing partnerships
• Represent Pella at architecture/design firms, professional groups, commercial association meetings, and builder home shows
• Use a consultative sales approach to recommend fenestration solutions
• Leverage Pella team members and departments for specific product requirements
• Ensure quotes and orders are accurate and comply with company processes
• Respond to customer concerns and coordinate resources for first-time resolution
• Maintain expertise on Pella products and services, competitive landscape, and commercial building codes
• Educate customers on manufacturer installation guidelines and measure openings for accurate ordering and applications
• Collaborate with Operations teams on after-sale service and installations
• Work with Accounts Receivable on billing and payment issues
• Use CRM tools to manage customer interactions and proactively communicate
• Spend a minimum of 60% of time in the field at customer sites generating account growth and prospecting
• Meet or exceed sales goals and manage larger, more complex accounts and projects
• Serve as a role model and subject matter resource

Commercial Sales Consultant

• Complete the Order Verification process accurately and on time, virtually and in person
• Gather correct job-site and product requirements and communicate installation processes to homeowners
• Represent Pella professionally at assigned job sites
• Set realistic homeowner expectations for the Pella installation process
• Take and record accurate measurements
• Inspect job sites for water intrusion, rot, mold, and other issues
• Confirm job-site suitability and help homeowners resolve discovered issues
• Provide documentation and photos to assist installation teams
• Control project and recovery costs
• Coordinate with sales teams and installers to ensure seamless order fulfillment
• Deliver missing installation items to job sites as needed
• Evaluate completed installations against manufacturing guidelines and report concerns to the manager
• Provide training to Retail Sales Consultants as needed
• Ensure job-site safety rules are followed
• Perform minor service or installation tasks to improve customer satisfaction and complete jobs promptly
• Maintain the assigned company vehicle
• Strive for 100% “Very Satisfied” customers

Recruitment

• Manage and publish internal and external job postings
• Partner with recruiters, hiring managers, and HR teams throughout the hiring and onboarding process
• Coordinate and schedule interviews
• Welcome and host candidates during onsite interviews
• Conduct benefits overviews and answer candidate questions during the hiring process
• Support onboarding activities, including background checks, drug screenings, relocations, internal transfers, and new hire communications
• Facilitate onsite interview events and assist with verbal offer presentations
• Maintain recruiting records, documentation, and compliance requirements
• Identify opportunities to improve recruiting processes and enhance the candidate experience
• Serve as a key resource for talent acquisition systems, processes, and best practices

Regional Business Specialist

Architectural Consultant

Centralized Service Coordinator

Dealer Sales Consultant

Collections Coordinator

Measure Technician – Windows and Doors

Commercial Sales Consultant

Measure Technician – Windows and Doors

Talent Acquisition Associate