Summary
Overview
Work History
Education
Skills
Timeline
Generic

William Cole Smith

San Diego,CA

Summary

Proven track record in project management and customer service, excelling in roles at CLI-Commercial Lighting Industries and beyond. Mastered cost estimation and scope development, boosting client trust and repeat business. Skilled in training assessment and mentorship, consistently meeting sales targets. Achieved significant efficiency improvements and client satisfaction through innovative solutions and strong team collaboration.

Overview

14
14
years of professional experience

Work History

Lighting Estimator

CLI- Commercial Lighting Industries
05.2022 - 04.2023
  • Used specialized software to create estimates quickly and accurately and make estimates easily understandable and shareable.
  • Established a reputation for delivering reliable and accurate estimates, resulting in increased client trust and repeat business opportunities.
  • Gathered cost and material data for accurate and up-to-date information on material and labor costs.
  • Calculated labor hours accurately based on trade-specific productivity rates, leading to more realistic project timelines and work plans.
  • Analyzed commercial lighting plans to determine project requirements accurately.
  • Maintained adherence to industry standards and regulations.
  • Partnered with project managers and engineers to achieve accurate estimates.
  • Assisted clients in selecting optimal lighting solutions based on their specific needs.
  • Presented comprehensive bid proposals to clients, showcasing a clear understanding of their requirements and expectations.
  • Continuously improved estimating procedures by staying updated on industry trends and attending relevant training courses.

FIRE SPRINKLER SYSTEMS DESIGNER

A&D Fire Sprinklers
03.2020 - 04.2022
  • Managed multiple design projects simultaneously, ensuring timely delivery within budget constraints.
  • Developed innovative design concepts for improved brand recognition and customer engagement.
  • Produced high-quality mockups for client approval during the iterative design process, saving time on revisions later down the line.
  • Presented creative solutions to client challenges, resulting in high levels of client satisfaction and repeat business opportunities.
  • Designed fire protection systems using AutoCAD/HydraCAD, Autosprinks, NAVIS and Revit programs for TI's, new construction, and retrofits.
  • Responsible for managing, designing, and developing fire sprinkler system projects throughout the entire lifecycle, from bid acceptance to project completion.
  • Worked directly with architects, superintendents and all trade project managers to coordinate, engineer and problem-solve all construction efforts to meet required construction schedule deadlines.
  • Conducted job walks with PMs on site to survey existing Fire sprinkler systems and create accurate as-built documents in the absence of RCPs for projects.
  • Generated precise fire protection drawings and submittal documents based on NFPA codes, regulation standards, local AHJ criteria, and any additional interested parties' needs.
  • Led BIM coordination meetings in person and online, effectively coordinating and collaborating with all trades to ensure accurate shop drawings and installation
  • Managed material ordering and fabrication of systems, coordinating with architectural style schemes and preferences to ensure projects were completed within budget and on schedule.
  • Directly collaborated with AHJ to facilitate seamless processes for pulling permits, conducting flow tests, submitting required documents and resolving redline discrepancies.
  • Enhanced operational efficiency by implementing standardized training checklists. These include detailed guidelines for tasks like performing system surveys, managing CAD drawings from start to finish, and complying with City submittal requirements.

Corporate Trainer/Bartender

Chili's Bar and Grill
03.2009 - 04.2020
  • Enhanced customer loyalty by establishing strong relationships and delivering exceptional service
  • Led the development and administration of all-new brand initiatives, fundraisers, and sales as a certified corporate trainer/brand ambassador.
  • Collaborated with executive management to coordinate Chili’s Learning Enhancement workshops, boosting efficiency and increasing product/service knowledge for new hires, managers-in-training, bartenders, and certified trainers.
  • Enhanced corporate culture by conducting team-building activities and workshops.
  • Planned, organized, and managed small group and individual training programs on all brand level updates for certified trainers during Quarterly Rollouts.

INSURANCE SALES AGENT

WFG - WORLD FINANCIAL GROUP
02.2015 - 04.2017
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Contributed to agency success by consistently meeting or exceeding monthly sales targets.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Secured a resident insurance producer license #0K56503 approved by the California Department of Insurance.
  • Collaborated with families and individuals to evaluate their financial status, identify suitable financial tools, and align them with their specific needs.
  • Managed recruitment of sales agents, overseeing their onboarding and guiding their insurance sales careers by assisting in obtaining necessary licensing, providing training, and shadowing them during appointments for accurate presentations and deal closures.

Education

Associate of Arts - Business Administration

Palomar College
San Marcos, CA
06.2016

Skills

  • Cost Estimation
  • Material takeoffs
  • Scope development
  • Estimating Software
  • Training assessment
  • Course design
  • Mentorship
  • Product Knowledge

Timeline

Lighting Estimator

CLI- Commercial Lighting Industries
05.2022 - 04.2023

FIRE SPRINKLER SYSTEMS DESIGNER

A&D Fire Sprinklers
03.2020 - 04.2022

INSURANCE SALES AGENT

WFG - WORLD FINANCIAL GROUP
02.2015 - 04.2017

Corporate Trainer/Bartender

Chili's Bar and Grill
03.2009 - 04.2020

Associate of Arts - Business Administration

Palomar College
William Cole Smith