Technical Sales Estimator in Heath

The purpose is to manage technical sales enquiries from receipt through to quotation and order handover, via historical data interpretation, liaising with customers, suppliers and internal teams.

Main Duties

• Log, acknowledge and manage customer enquiries.
• Review historical records, drawings and technical data, interpreting/updating information with current engineering standards and customer requirements.
• Interpret engineering drawings, specifications and bills of materials to establish the scope, technical requirements and costs of enquiries.
• Obtain and evaluate quotations from suppliers to formulate accurate, competitive and commercially viable customer quotations.
• Prepare costing information, estimates and supporting documentation for customer enquiries.
• Record and maintain all customer contact, enquiry details, quotations and follow-up activity within HubSpot.
• Maintain effective document control and filing for all order-related records, including customer and supplier quotations, correspondence, drawings, costings and purchase documentation.
• Liaise with customers, suppliers and internal engineering teams to clarify technical and commercial requirements and resolve queries.
• Attend customer premises when required to assess equipment, gather technical information and support the preparation of quotations.
• Follow up outstanding quotations and works orders, monitoring progress and keeping customers and relevant internal teams informed.
• Support the handover of accepted quotations into orders, ensuring technical, commercial and delivery requirements are clearly communicated.
• Provide guidance, knowledge sharing and practical support with the training and development of other team members.
• Contribute to the continuous improvement of estimating, quotation and document-control processes.

(E) = Essential; (D) = Desirable

Qualifications

• Relevant Level 3 technical qualification, apprenticeship or equivalent practical experience in mechanical engineering, manufacturing or a related discipline (E)
• Relevant sales, estimating or commercial qualification (D)

Skills & Knowledge

• Ability to read and interpret mechanical engineering drawings, specifications and bills of materials in metric and imperial measurements (E)
• Numerical and analytical skills to prepare accurate estimates and costings (E)
• Understanding of engineering materials, manufacturing processes and supplier lead times (E)
• Strong written/verbal communication skills, inc. the ability to explain technical information clearly (E)
• Strong organisational skills, attention to detail and the ability to prioritise multiple enquiries (E)
• Commercial awareness and an understanding of pricing, margins, supplier quotations and quotation validity (E)
• Working knowledge of HubSpot or a comparable CRM system (D)
• Working knowledge of CAD or SolidWorks (D)
• Knowledge of crushers, presses, special-purpose machinery or similar capital equipment (D)

Experience

• Experience preparing costings/quotations from drawings, specifications and supplier information (E)
• Experience of liaising with customers, suppliers and internal engineering/production teams (E)
• Experience of managing enquiries, orders or works (E)
• Experience of using CRM systems (D)
• Experience of researching legacy equipment, drawings or historical engineering records (D)