Sales Estimator
SUMMARY
Serves as the first contact for customers to creating new revenue and profits for the Company. Creates loyalty and builds strong relationships with independent sales representatives and customers by providing accurate pricing and responsive service.
DUTIES AND RESPONSIBILITIES
Provides accurate sales estimate within acceptable profit margins
- Reviews construction documents including plans and specifications, defines scope of work to bid and performs takeoffs as necessary.
- Utilizes pricing tools including the configurator quote system to provide clear, accurate and consistent pricing.
- Obtains pricing for labor, machining, materials, equipment, tooling or any and all other components as required to manufacture job per customer requirements and satisfaction.
Secures orders based on sales estimates
- Diligently follows up on all cost estimates to obtain sales or negotiate sales within the established company guidelines and profit margins.
- Actively follows up and pursues sales leads, prioritizing opportunities consistent with company guidelines.
- Performs initial contract review and points out obvious issues to management as necessary.
- Receives new orders and collects information as required. Communicates closely with Project Mangers to ensure smooth processing through the system.
Supports general sales efforts
- Assists representatives in preparing substitution requests as necessary.
- Assists independent reps, contractors and architects in selecting appropriate products when specifications are unclear or in cases when there is not a specification.
- Collects information on lost quotes for use in evaluating opportunities to increase win ratios on future work.
- Utilizes company CRM program to the fullest extent as directed by the Inside Sales Manager.
- Provides backup support to Project Managers as directed by the Inside Sales Manager.
- Assists in collecting market intelligence and competitor product information and shares information as directed by Inside Sales Manager.
- Travels to trade shows and customer visits occasionally.
EDUCATION AND EXPERIENCE
Bachelors degree from a four-year college or university or an Associates Degree plus three years experience or equivalent combination of education and experience.
