Sales Estimator

To cost enquiries and projects for our customers.

Job Added: 8th February 2024

Department: Sales

Reports to: Sales Director – Key Accounts and Administration / Sales Director – New Business Development

Location: Office based

Responsibilities and duties for the role will include:

  • Maintaining, developing and managing customer relationships.
  • Cross and up-sell the company’s full product range where possible, whilst keeping the best interests of the client in mind
  • Working collaboratively with other departments and stakeholders to understand and meet the potential customers’ needs
  • Logging and maintaining all relevant customer and lead information in the CRM database
  • Understanding key products and communicating the benefits and key attributes to potential clients
  • Being aware of project cost implications and avoid any pricing pitfalls
  • Working together with relevant stakeholders to resolve pricing, invoicing, credit, payment and/or shipping discrepancies for clients
  • Dealing with questions, complaints and providing conflict resolution in a professional manner
  • Preparing proposals within the quote model of a professional and detailed standard
  • Ensuring that ‘handovers’ to the Operations department are of an excellent quality and complete with all required information
  • Liaising with suppliers and obtaining competitive quotations
  • Liaising with other departments, including Production, Logistics and Finance, to support with the successful completion of all projects
  • Interacting with Sales Managers regarding client based tasks & market information
  • Assisting the sales team if and when necessary should workloads permit to ease that of others

Key Attributes / Skills and Qualifications:

  • Ability to estimate projects from concept to quote completion and to understand drawings and bills of quantities
  • Knowledge of a CRM or similar system
  • A working understanding of our ERP system, Microsoft Dynamics Navision (desirable)
  • Knowledge of AutoCAD and Microsoft Project (desirable)
  • Ability to communicate effectively and liaise with clients, suppliers and internal departments such as Sales, Finance, Production and Logistics
  • A friendly, outgoing nature – enjoying talking to customers on the phone is a must!
  • A high level of proficiency in Microsoft Excel, Word and Outlook
  • Strong organisation skills and the ability to multi task
  • Excellent attention to detail and the ability to reply efficiently and without delay
  • Effective communicator and team player
  • Site survey skills and an understanding of the self-storage industry (desirable)
  • You may be required to visit the site/store and to undertake a building survey of the clients key requirements as well as attend trade shows/fairs

How to apply:

If you believe you would be a good fit for this position, we would love to hear from you.
Please send your CV to:

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