Teams at Cook & Boardman Group, LLC

Develop and execute sales strategies for assigned customers, generate opportunities for networking, security, and audiovisual services, follow up on proposals, and build profitable project backlog. Collaborate with account managers and project managers, attend customer and project meetings, maintain field presence, document processes, use ConnectWise for time and expenses, and ensure sales opportunities comply with company policies.

Coordinates construction projects by supporting project managers, preparing quotes and work orders, tracking orders and shipments, managing submittals and close-out documents, communicating with customers, contractors, suppliers, factories, and technicians, and resolving or escalating project issues. The role also prepares reports, processes sales orders, interprets blueprints, and supports projects across the United States, Canada, and Puerto Rico.