Service Estimator - Archetype Permanent Solutions

Job Summary:

As a Service Estimator, you will be responsible for evaluating customer requirements and delivering precise estimates for service projects. Your role is pivotal in maintaining the seamless operation of our service team, ensuring efficient service delivery.

The ideal candidate will possess a robust comprehension of service industry norms and practices. Exceptional communication and interpersonal skills are vital, as you will collaborate closely with customers, suppliers, and internal stakeholders to guarantee utmost customer satisfaction.

Essential Duties & 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.

   Additionally, manage the following 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

Required Knowledge, Skills, and Abilities:

This role is pivotal in driving sales growth and maintaining strong customer relationships within the recurring service solutions sector. Success in this position requires strong analytical skills, effective communication abilities, and a proactive approach to problem-solving.

• Intermediate product knowledge relevant to service solutions.
• Excellent customer service skills with a focus on understanding and meeting client needs.
• Strong time management abilities to effectively prioritize tasks and meet deadlines.
• Good project management skills, capable of coordinating service projects efficiently.
• Cross-functional and cross-departmental collaboration skills to work effectively with diverse teams.
• Disciplined and organized approach to processing tasks and maintaining records.
• Ability to handle multiple orders and tasks concurrently in a timely manner.
• Detail-oriented mindset, ensuring accuracy in quotes, proposals, and documentation.
• Advanced computer skills preferred, including proficiency in relevant software applications.

Job Details:

• In-Person, Hybrid, or Remote position.  Ideally, the person in this role will be in close proximity to one of our following locations, and will work in-person or hybrid remote, but it is not required to be considered for this position:
• Kent, WA (Seattle, WA) or Fort Lauderdale, FL

• Schedule, Monday - Friday, traditional business hours.
• Salary Range: $57,000 - $76,000 per year, based on skills, experience and location.

Benefits include: Medical, Dental, Vision, 15 days PTO, 10 Paid Holidays, Life Insurance, AD&D, Short/Long Term Disability, 401K with Company Match, Pet insurance, Optional Supplemental Insurances, Legal Assistance for Identity Theft, Health Advocate, Tuition Assistance, Maternity and Paternity Leave, Adoption Aid. 

Education and Experience Requirements:

• 5 Experience in marine and/or power generation market segments.
• A bachelor’s degree in business administration, Marketing, Engineering, or a related field is preferred. Relevant coursework in sales, customer relationship management, or service management is advantageous.
• 2-5 years of experience in a sales role, preferably within the service solutions industry or a related field. 
• Experience in handling customer inquiries, preparing quotes, and managing customer relationships is essential.

Work Environment & Physical Demands:

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopies, filing cabinets, printers, and scanners.
• While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

Equal Opportunity Employer 

Powered by JazzHR