Adam Vogel
Santa Rosa
Summary
Detail-oriented Project Estimator and Sales specialist with a proven track record in effective communication, cost estimation, and client relations. Expertise in developing comprehensive estimates for window and door installation projects, ensuring accuracy and compliance.
Results-driven professional with extensive experience in sales and project estimation. Skilled in cost analysis, project coordination, and vendor negotiation, leading to improved operational efficiency and client satisfaction. Ready to leverage problem-solving abilities to drive successful project outcomes.
Overview
16
16
years of professional experience
Work History
Project Estimator and Salesperson
American Window and Door Systems Inc.
Napa
05.2022 - Current
- Analyzed project specifications and requirements for accurate cost estimation.
- Collaborated with sales and engineering teams to clarify project details.
- Developed comprehensive estimates for window and door installation projects.
- Reviewed vendor quotes to ensure compliance with project standards.
- Prepared detailed proposals outlining materials and labor costs.
- Utilized estimating software to streamline the quoting process efficiently.
- Communicated with clients to address questions about estimates and proposals.
- Developed full-scope estimates for use in project bidding and design-build projects.
- Worked closely with clients to understand their needs and develop scope of work documents.
- Developed bid packages for potential subcontractors based on project specifications.
- Negotiated contracts with vendors for best possible prices while maintaining quality standards.
- Monitored progress of ongoing projects to ensure accuracy of initial estimates throughout construction process.
- Reviewed designs and drawings to identify any potential risks or discrepancies in order to provide accurate estimates.
- Responded quickly and efficiently to customer inquiries about pricing, availability, delivery times.
- Presented prepared estimates by assembling and displaying numerical and descriptive information.
- Maintained detailed and organized records of bid documents, correspondence and other project-specific information.
- Formulated proposals and processed work orders by analyzing and calculating field measurements, survey plans and plot plans.
- Analyzed blueprints and other documents to prepare time, cost and labor estimates.
- Directed and negotiated change orders and claims for contractors, suppliers and architects.
- Produced preliminary estimates based on schematic and design development level documents.
- Addressed client inquiries regarding bid details, providing clear explanations of cost drivers.
- Participated in industry conferences and workshops to stay informed on best practices in estimation.
- Ensured compliance with all relevant regulations and standards in the preparation of estimates.
- Negotiated pricing with suppliers and subcontractors to secure advantageous terms.
- Maintained up-to-date knowledge of industry trends, pricing fluctuations, and new materials and technologies.
- Assisted customers in selecting window and door products.
- Demonstrated product features and benefits to potential buyers.
- Maintained knowledge of industry trends and competitor offerings.
- Processed customer orders accurately and efficiently.
- Collaborated with team members to improve sales strategies.
- Addressed customer inquiries and resolved issues promptly.
- Conducted follow-up calls to ensure customer satisfaction.
- Participated in training sessions to enhance product knowledge.
- Developed key customer relationships to increase sales.
- Resolved customer complaints promptly and efficiently.
- Educated customers about products and services offered by the company.
- Advised customers on the latest product features and benefits.
- Assisted customers in selecting appropriate products or services for their needs.
- Placed orders and answered customer questions in-person, through email, and over phone to maximize customer service.
- Analyzed customer feedback to identify areas of improvement in product offerings.
- Gathered data on competitors' pricing, products, and promotional activities.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Negotiated deals and handled complaints or objections.
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
Service/Office Manager
Pacific Coast Custom Interiors, Inc
Santa Rosa
11.2015 - 05.2022
- Corporate tax compliance
- Corporate minutes
- Corporate Federal tax scheduled monthly and bi-weekly (as of 01/01/2018) payments
- Federal (FUTA) tax filing/payments, form(s) 940, 941, DE9\C, and all applicable forms
- State tax monthly filing/payments, form(s) 940, 941, 801, DE9 plus all applicable forms
- Payroll state compliance
- (Payroll) employee information, weekly hours/salary, benefits, deduction, W-2's, W-3's, W-4's,and sub/private contractor's 1099's / W9's
- Printing employee/officer's paychecks, check log data entry, check log audit
- Vendor relations, vendor purchase requirements, vendor applications/account info updates
- 401k salary deferment/employer match broker payments and state retirement plan compliance
- Board Of Equalization (BOE) state tax payment calculation, quarterly payments, and rate compliance
- Bureau of Automotive Repair (BAR) licensing payments/compliance
- Point of Sale setup/input chart of accounts, sales/fabrication tax, account reconciliation, labor rates, material rates, item codes, shipping rates, and etc
- Verbal quotes/estimates via phone, in person, and emails
- Customer vehicle's/project inspection for quotes, info, material, and quality
- Customer service, customer relations, and customer retention
- Customer/project scheduling
- Material matching, ordering, pricing, quantity
- Processed payments
- Managed daily office operations and administrative tasks for a custom interiors company.
- Coordinated schedules and appointments for executives and project teams effectively.
- Oversaw office supplies inventory, ensuring availability and cost efficiency.
- Developed and maintained filing systems for project documentation and client records.
- Assisted in onboarding new employees by providing necessary training and resources.
- Implemented process improvements to enhance workflow efficiencies within the office.
- Maintained filing system for records, correspondence and other documents.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Managed office inventory and placed new supply orders.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Reviewed files and records to obtain information and respond to requests.
- Developed and implemented office policies and procedures.
- Ensured compliance with applicable laws regarding employment practices.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
Assistant Manager/Sales
U haul
Santa Rosa
05.2010 - 07.2014
- All day to day operations. Oversight of up to 16 employees. Scheduling of breaks and lunchs on a day to day basis in regards to work load.
- Opening and closing of showroom and POS.
- Training at all levels of employment.
- P and L updated daily for general employee to customers/workload ratio.
- Fleet logistics, products to reservations.
- Stocking and cycle count on inventory daily.
- Bill of lading attached and inloading position on 2000 lbs boxes.
- Fork lift boxes into semi trailers as trucks arrive.
- Installation of hitch and trailer wiring.
- Very basic installation to very complicated installation / fabrication.
- Customer complaints resolved with customer within 24 hours of complaint.
- Uhaul is the world's largest hitch and wiring sales and installation dealer.
- My team and I doubled profit for our center that was second in transactions. We did more with less.
- I was first in both locations for hitch sales and Installations in our marketing company.
- 8th in the entire company at one point for hitch sales and Installations.
Education
Associate -
Maria Carrillo High School
Santa Rosa, CASkills
- Sales
- Logistics
- Customer Service
- Database Management
- Data Analysis
- Business Analysis
- Business Development
- Billing
- Financial Analysis
- Inventory
- Management
- Quickbooks
- Inventory Management
- Accounting
- Negotiation
- Documentation
- Scheduling
- Xero (Online POS)
- Word
- Excel
- Technical Writing
- Office Management
- Vendor Management
- Strategic Planning
- Budgeting
- Data Entry
- Accounts Payable
- Payroll
- Bookkeeping
- Vendor Relations
- Cost estimation
- Project bidding
- Vendor negotiation
- Estimating software
- Blueprint analysis
- Client communication
- Customer relationship management
- Sales strategy implementation
- Problem solving
- Attention to detail
- Market trend analysis
- Effective communication
- Scope definition
- Mathematical problem-solving
- Blueprint reading
- Negotiation skills
- Project scheduling
- Task prioritization
- Design review
- Change order management
- Scheduling expertise
- Material takeoffs
- Quantity takeoffs
- Project planning
- Estimate preparation
- Commercial construction experience
- Project estimation and bidding
- Residential construction
- Bid preparation
- Preparing estimates
- Software proficiency
- Regulatory compliance
- Self motivation
- Time management abilities
- Document analysis
- Continuous improvement
- Documentation skills
- Client consultation
- Professionalism
- Multitasking capacity
- Project coordination
- Organizational skills
- Adaptability
- Logistics management
- Product knowledge
- Prepare documentation
- Schedule coordination
- Technical writing
- Data interpretation
Timeline
Project Estimator and Salesperson
American Window and Door Systems Inc.
05.2022 - Current
Service/Office Manager
Pacific Coast Custom Interiors, Inc
11.2015 - 05.2022
Assistant Manager/Sales
U haul
05.2010 - 07.2014
Associate -
Maria Carrillo High School