Service Estimator

4 days ago


Mandeville, Louisiana, United States Archetype Permanent Solutions Full time
Job Summary

We are seeking a highly skilled Service Estimator to join our team at Archetype Permanent Solutions. As a Service Estimator, you will play a pivotal role in evaluating customer requirements and delivering precise estimates for service projects.

Key Responsibilities
  • Prepare accurate service repair quotes based on comprehensive inputs from technicians, customers, and the service team.
  • Process leads, opportunities, and estimates through our CRM system.
  • Handle customer inquiries and requests for quotations (RFQs) via phone and email.
  • Professionally communicate and deliver quotes to customers, ensuring clarity and responsiveness.
  • Maintain a prioritized list and diligently follow up on outstanding quotes to enhance effectiveness.
  • Gather miscellaneous information and procure parts pricing from various manufacturers and vendors.
  • Develop new preventative maintenance (PM) proposals tailored to customer specifications and requests.
  • Perform other assigned departmental tasks efficiently and effectively.
Additional Responsibilities
  • Ensure compliance with regulatory requirements, including Confidence Testing in Washington and Oregon.
  • Collaborate with outside sales, project managers, and business development representatives.
  • Manage pricing agreements with vendors such as ABB, Daihatsu, and Bergen.
  • Maintain and update internal rate sheets for recurring services, health checks, and preventative maintenance contracts.
  • Handle Long Term Service Agreements (LTSA) and update contracts in the CRM system.
  • Prepare estimates and change orders and send them to customers and project managers.
  • Review and refine existing PM proposals, balancing customer needs with business objectives.
  • Negotiate terms with external sales partners and receive customer purchase orders (POs).
  • Coordinate service order job openings and handover sheets as required.
  • Follow up on customer estimates and maintain updated customer information in the CRM system.
  • Work towards improving Net Promoter Score (NPS) and customer satisfaction.
Requirements
  • Intermediate product knowledge relevant to service solutions.
  • Excellent customer service skills with a focus on understanding and meeting client needs.
  • Strong time management abilities to effectively prioritize tasks and meet deadlines.
  • Good project management skills, capable of coordinating service projects efficiently.
  • Cross-functional and cross-departmental collaboration skills to work effectively with diverse teams.
  • Disciplined and organized approach to processing tasks and maintaining records.
  • Ability to handle multiple orders and tasks concurrently in a timely manner.
  • Detail-oriented mindset, ensuring accuracy in quotes, proposals, and documentation.
  • Advanced computer skills preferred, including proficiency in relevant software applications.
Job Details
  • Location: Mandeville, LA
  • Work Schedule: Monday - Friday, traditional business hours
  • Salary Range: $57,000 - $76,000 per year, based on skills, experience, and location
Benefits
  • Medical, Dental, Vision
  • 15 days PTO
  • 10 Paid Holidays
  • Life Insurance
  • AD&D
  • Short/Long Term Disability
  • 401K with Company Match
  • Pet insurance
  • Optional Supplemental Insurances
  • Legal Assistance for Identity Theft
  • Health Advocate
  • Tuition Assistance
  • Maternity and Paternity Leave
  • Adoption Aid

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