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Service Project Estimator

2 months ago

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

Position Summary:

As a Service Project Estimator, your primary responsibility will be to assess client needs and provide accurate cost assessments for service initiatives. This role is crucial for ensuring the effective functioning of our service division, thereby facilitating smooth service execution.

The ideal candidate will have a solid understanding of industry standards and practices. Strong communication and interpersonal skills are essential, 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 through the customer relationship management (CRM) system.
  • Address 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 and follow up on pending quotes to improve efficiency.
  • Collect various information and obtain parts pricing from different manufacturers and suppliers.
  • Create new preventative maintenance proposals customized to client specifications and requests.
  • Perform additional departmental tasks as assigned.

Additional Responsibilities Include:

  • Ensure adherence to regulatory standards, including Confidence Testing.
  • Collaborate with external sales teams, project managers, and business development representatives.
  • Oversee pricing agreements with vendors.
  • Update internal rate sheets for recurring services and maintenance contracts.
  • Manage Long Term Service Agreements and update contracts in the CRM system.
  • Prepare estimates and change orders for clients and project managers.
  • Review and enhance existing preventative maintenance proposals, aligning client 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 system.
  • Work towards enhancing customer satisfaction and Net Promoter Score.

Qualifications:

Essential Knowledge, Skills, and Abilities:

This role is vital for driving sales growth and nurturing strong client relationships within the service solutions sector. Success in this position requires strong analytical skills, effective communication, and a proactive problem-solving approach.

  • Intermediate knowledge of service solutions.
  • Exceptional customer service skills focused on understanding and fulfilling client needs.
  • Strong time management skills to prioritize tasks effectively.
  • Good project management capabilities to coordinate service projects efficiently.
  • Ability to collaborate across functions and departments.
  • Organized and disciplined approach to task processing and record maintenance.
  • Capability to manage multiple orders and tasks simultaneously.
  • Detail-oriented mindset to ensure accuracy in estimates and documentation.
  • Advanced computer skills, including proficiency in relevant software applications.

Job Details:

  • Position can be in-person, hybrid, or remote.
  • Standard work schedule: Monday - Friday, during traditional business hours.
  • Salary range based on skills and experience.

Benefits: Comprehensive benefits package including medical, dental, vision, paid time off, life insurance, and retirement plans.

Education and Experience:

  • 5+ years of experience in relevant market segments.
  • A 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 industry.
  • Experience in managing customer inquiries and preparing quotes is essential.

Work Environment:

  • This position operates in a professional office setting, utilizing standard office equipment.
  • Regular communication and interaction with team members and clients are expected.

Equal Opportunity Employer