JOB SUMMARY
Responsible for communicating with customers, understanding their needs, and ensuring a smooth quotation/estimate process.
Required to build instant rapport and achieve customer satisfaction.
Responsible for generating estimates, general sales information, product requirements, pricing, and communicating order information to project managers.
Ensure the highest level of customer satisfaction by providing support, guidance, proper follow-up and resolution of customer inquiries, problems, or opportunities.
PRIMARY DUTIES & RESPONSIBILITIES
Have a complete understanding of relevant market products.
Consolidate sales input to apply recommended strategy from sales into the estimate/proposal
Review customer specifications for scope details and exclusion
Consolidate field conditions input from Sales and customer into the estimate and proposal for field construction projects.
Communicate with customers through email, phone, and other virtual means concerning current and/or potential orders, drawings, and technical information.
Perform take-offs from customer supplied drawings and specifications.
Coordinate estimate input with Engineering on non-standard design requirements.
Coordinate with specific manufacturing plant to determine acceptable production durations.
Coordinate with Engineering to determine acceptable engineering and drawing durations.
Coordinate with QA/QC for any questionable QC requirements.
Work with Purchasing or directly with subcontractors to get pricing for buy-out components.
Review historical project performance against current project when similar scope.
Issue completed estimate to Sales for pricing/margin decision per pricing authority matrix.
Follow up on customer inquiries by requesting necessary drawings, technical assistance, credit approvals, delivery information, price quotes, etc.
Develop and maintain customer relationships
Maintain and grow existing customer base through prospecting, sales account development, quoting, and customer communication and follow-up
Ensuring all customer sales quotes are imputed complete and accurate, sent to customers, and filed appropriately
Advising customer on lead times, inventory levels, pricing, and freight pricing
Participate in project kick-off meetings
Assist customers with product questions, ordering, order tracing, complaints and issues
Other duties as assigned by Proposal & Estimating Manager
EDUCATION & EXPERIENCE QUALIFICATIONS
Bachelor’s Degree or equivalent technical experience;
Ability to interpret drawings and plans
To perform this job successfully, an individual must be proficient in all MS Office products
Excellent interpersonal and communication skills required
Exceptional customer service skills
Strong attention to detail with time management and decision-making skills
Ability to multi-task while working in a fast-paced environment; self-directed and able to prioritize responsibilities, providing precise attention to detail
JOB REQUIREMENTS
Work may require evening and weekend work
Previous customer-facing experience
Ability to interpret data and provide recommendations based on findings
Well-developed interpersonal skills
Ability to advocate and inquire with the right balance to positively influence the team
Self-starter, willing to accept initiative and able to work independently
Travel less than 5%
BEHAVIORAL COMPETENCIES
Dependability/Attendance
Customer focus
Problem Solving/Judgement
Thoroughness
Detail-oriented
Adaptability/Decisiveness.
Initiative/Perseverance.
Interpersonal Skills.
Organizational Skills.
Management Skills.
Stress Management.
TECHNICAL COMPETENCIES
Proficiency in Microsoft Office and ERP software
Excellent communication skills, both verbal and written
Good organizational skills and ability to multitask
Must achieve targets
Ability to adapt and cross-train to learn all job duties as required
Ability to work in a fast-paced environment
Analytical skills to synthesize complex or diverse information
Mathematical skills to calculate discounts, interest, commissions, percentages, area, circumference, volume and application rates.