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Service Quotation Specialist

2 months ago

Kent, Washington, United States Archetype Permanent Solutions Full time
Job Overview

Position Summary:

As a Service Estimator at Archetype Permanent Solutions, you will play a crucial role in assessing client needs and providing accurate estimates for service-related projects. Your contributions are essential for the smooth functioning of our service team, ensuring timely and effective service delivery.

The ideal candidate will have a solid understanding of industry standards and practices. Strong communication and interpersonal skills are necessary, as you will work closely with clients, suppliers, and internal teams to ensure the highest level of customer satisfaction.

Key Responsibilities:

  • Generate precise service repair estimates based on detailed information from technicians, clients, and the service team.
  • Manage leads, opportunities, and estimates using the CRM system.
  • Respond to website inquiries and customer requests for quotes via phone and email.
  • Clearly communicate and present quotes to clients, ensuring transparency and promptness.
  • Maintain a prioritized list of outstanding quotes and follow up diligently to improve efficiency.
  • Collect various information and obtain parts pricing from different manufacturers and suppliers.
  • Create tailored preventative maintenance proposals based on customer specifications.
  • Execute other departmental tasks as assigned.

Additional Responsibilities:

  • Ensure adherence to regulatory standards, including Confidence Testing.
  • Collaborate with external sales, project managers, and business development teams.
  • Oversee pricing agreements with vendors.
  • Update internal rate sheets for recurring services and maintenance contracts.
  • Manage Long Term Service Agreements and update relevant contracts in the CRM.
  • Prepare estimates and change orders for clients and project managers.
  • Review and enhance existing preventative maintenance proposals, aligning customer needs with business goals.
  • Negotiate terms with external sales partners and process customer purchase orders.
  • Coordinate service order job openings and necessary documentation.
  • Follow up on customer estimates and keep customer information current in the CRM.
  • Work towards enhancing customer satisfaction and Net Promoter Score.

Qualifications:

Essential Skills and Abilities:

  • Intermediate knowledge of service solutions.
  • Exceptional customer service skills with a focus on client satisfaction.
  • Strong time management skills to prioritize tasks effectively.
  • Good project management abilities for efficient service project coordination.
  • Collaboration skills to work with diverse teams across functions.
  • Organized approach to task processing and record maintenance.
  • Ability to manage multiple tasks simultaneously and meet deadlines.
  • Detail-oriented mindset to ensure accuracy in documentation.
  • Proficiency in relevant software applications is preferred.

Job Details:

  • Position may be in-person, hybrid, or remote.
  • Typical schedule is Monday to Friday during standard business hours.
  • Salary range is competitive and based on experience and skills.

Benefits:

Comprehensive benefits package including medical, dental, vision, paid time off, life insurance, disability coverage, retirement plan with company match, and additional perks.

Education and Experience:

  • 5+ years of experience in relevant market segments.
  • Bachelor's degree in business administration, marketing, engineering, or a related field is preferred.
  • 2-5 years of experience in a sales role, ideally within the service solutions sector.
  • Experience in customer inquiries, quote preparation, and relationship management is essential.

Work Environment:

This position operates in a professional office setting, utilizing standard office equipment.

Archetype Permanent Solutions is an Equal Opportunity Employer.