Sales and Estimating Executive

Company – Lift Specialist

Job Title – Sales and Estimating Executive (Lift Industry)

Location – Essex

Based in Head office in Basildon 3 days per week and 2 days out on client visits etc.

Salary – £45k – £55k plus car allowance

We are currently recruiting for an experienced Sales and Estimating Executive who has experience in the Lift Industry sector.

The successful candidate will use their industry experience and knowledge to provide detailed estimates for client projects, including cost estimates, work time estimates, and overall customer satisfaction.

They will also be responsible for maintaining existing client contracts and proactively seek out new sales opportunities, developing customer relationships and create sales strategy and growth plans.

Key Duties

• Create and develop foundation relationships with all internal and external clients
• Provide support to internal and external customers in delivery/obtainment of quotations for all major work activities.
• Deliver in a timely fashion all client tender returns, quotations from tender opportunities and leads (recommendations, upgrades, contract exclusions, etc.)
• Provide technical support/solution to complex and detailed equipment issues
• Produce and maintain clear sales pipeline information, for monthly review with direct line manager. This will include quotation/sales and margin volume and values (absolute and percentage where needed).
• Maintain a quotation register, which demonstrates current status, validity period and win/loss reasoning – analyse data and effectively implement changes to improve sales performance
• Attend site surveys to determine functional and technical requirements of more complex sales opportunities. Produce technical report, with photographs to support sales argumentation
• Develop and maintain a standard item pricing matrix, with defined levels of discount required for standard, commercial decision and SOR sales.
• Manage the customer journey, ensuring clear communication over sales process and onward delivery to operations
• Develop a professional sales quotation package, which incorporates further business detail and services for potential business cross selling
• Create and conduct a clear sales to operational handover protocol for works activities, in assurance of profitable delivery above sold margin.
• Promote company brand and potential services, linking clients to cross selling opportunities – utilise internal businesses in delivery of higher margin achievement.