Inside Sales / Estimator

Job Description

Job Description

Job Title : Inside Sales / Estimator

Reports To : Sales & Marketing Manager

Department : Sales

Direct Reports : None

FLSA Status : Exempt

Travel : As Required; less than 15%

Job Grade : Summary :

Summary :

Provide timely and accurate quotes to current and new customers. Enter leads, enter orders, and follow-up on quotes. Foster relationships with assigned manufacturing representatives.

Essential Duties and Responsibilities include the following and are not limited to :

• Acknowledge receipt of e-mailed quote requests within 2 business hours.
• Timely completion of quotes (usually 2-3 business days).
• Get prices from approved vendors on unique products needed for a given quote.
• Enter Purchase Orders in ACT and QuickBooks.
• Enter leads and contacts into ACT.
• Reconcile QuickBooks estimates for Purchase Orders received to minimize downstream errors.
• Follow up on all outstanding quotes.
• Train engineers, project managers, and salespeople on products and services.
• Make occasional sales calls.
• Conduct mid-year and annual reviews with assigned representatives.
• Attend tradeshows as required.

Competencies :

To perform the job successfully, an individual should demonstrate the following competencies :

Analytical - Designs workflows and procedures.

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions;

Works well in group problem solving situations; Uses reason even when dealing with emotional topics.

Attention to Detail - Achieves thoroughness and accuracy when accomplishing a task through concern for all the areas involved.

Technical Skills - Pursues training and development opportunities; strives to continuously build knowledge and skills; Shares expertise with others.

Customer Service - Meets commitments.

Interpersonal Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification;

Responds well to questions; Participates in meetings. Excellent verbal. Excellent people management skills.

Teamwork - Balances team and individual responsibilities; Supports everyone's efforts to succeed. Written Communication - Writes clearly and informatively;

Able to read and interpret written information.

Quality Management - Looks for ways to improve and promote quality.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values.

Manages multiple projects simultaneously.

Attendance / Punctuality - Is consistently at work and on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments.

Judgement - Displays willingness to make decisions, Exhibits sound and accurate judgment.

Planning / Organizing - Prioritizes and plans work activities; Uses time efficiently. Professionalism - Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in a timely manner; Strives to increase productivity.

Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions;

Uses equipment and materials properly.

Qualifications :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Education / Experience :

Bachelor's degree or combination of education and work experience managing / quoting projects in industrial / commercial and / or construction industries.

Computer Skills :

Strong computer skills including QuickBooks, Microsoft Excel, Word, PowerPoint, Outlook, and ACT!

Language Ability :

Ability to read and interpret working drawings and specifications. Ability to write reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization.

Skilled communications. Client management skills.

Mathematical / Analytical Ability :

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Knowledge of basic electrical calculation, applicable codes and standards, rules and regulations.

Reasoning Ability :

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Ability to determine alternate project scopes.

Quality Responsibility :

In daily work, an employee is responsible for maintaining or exceed the degree of excellence requested by the internal and external customers of this department.

This includes following established policies, following quality policies procedures and work instructions, using problem solving techniques to solve root causes of problems, and viewing quality as customer satisfaction.

Shelter Works expects all employees to take pride in their work, in our company and appearance.

Other Skills and Abilities :

Ability to develop relationships at all levels of the company and must demonstrate a high capability to work independently and within a team environment.

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to talk or listen. The employee frequently is required to stand, walk;
• sit; and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; stoop, kneel, crouch, or crawl;

and use hands and fingers to write, operate a computer keyboard, mouse, and telephone keypad. The employee must frequently lift and / or move up to 10 pounds and occasionally lift and / or move up to 25 pounds.

Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.