Service Estimator
4 weeks ago
Job Summary:
As a Service Estimator at Archetype Permanent Solutions, you will play a pivotal role in evaluating customer requirements and delivering precise estimates for service projects. Your responsibilities will include preparing accurate service repair quotes, processing leads and opportunities, and handling customer inquiries and requests for quotations.
Key Responsibilities:
- Prepare accurate service repair quotes based on comprehensive inputs from technicians, customers, and the service team.
- Process leads, opportunities, and estimates through the CRM system.
- Handle website inquiries and customer 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:
This role requires strong analytical skills, effective communication abilities, and a proactive approach to problem-solving. The ideal candidate will possess intermediate product knowledge relevant to service solutions, excellent customer service skills, and strong time management abilities.
Work Environment & Physical Demands:
This job operates in a professional office environment. The employee is regularly required to talk or hear, and frequently required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms.
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