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The Quotation Lead plays a fundamental role in driving all commercial operations for the client.
The role will include:
- Collating customer and supplier information for quotations
- Verifying specification requirements from customers and validating these are met
- Sourcing and pricing parts and services including those from third parties
- Producing, verifying and approving quotations
- Completing Technical information to support quotation and operational activities
- Presenting quotations to customers
Core Responsibilities
- Communication: Internal and external communication utilisingphone, email, Microsoft Teams
- Pricing: Quote compilation and processing using pricing tools and practices to meet customer needs
- Sales Management: Customer Relations Management including CRM updates, email and outbound calling to seek updates and work winning opportunities
- Technical Management: Completion of technical information, advantageous would be the ability to complete complex designs and manufacturing information to support both sales and operational activities
- Data Management and Reporting: Completing reports and contract updates utilisingMicrosoft programmes and business based applications
- General administration tasks as required
Skills & Experience Required
- Previous experience in a similar role is advantageous, however full training will be provided
- Experience within the Construction, Process and/or Industrial sectors advantageous.
- Design background with qualifications in Autodesk CAD beneficial but not essential
- Understanding of HVAC advantageous.
- Have excellent time management and organisational skills, highly organised with the ability to manage a varied programme of work
- Be committed to providing good customer service with a drive for continuous improvement.
- Be professional and confident with great written and spoken skills.
- Strong attention to detail and accuracy.
- Be computer literate and have experience using Microsoft packages such as Word, Outlook and Excel.
- Work well as part of a team but have the ability to work on your own initiative.
- Be able to provide quality customer service to the management team, colleagues, and customers.
- Be able to communicate positively and assertively in what can be a busy working environment.
- Can work under pressure in a calm and methodical way during busy periods.
- Driving licence with own transport.
- Minimum 3 Years expedience
