Controls Sales Estimator

Responsibilities

• Plan and Spec work:
• Receive plans and specifications (plan and spec) from the Engineering Sales team via the Controls & Aftermarket Sales Manager
• Review and mark-up plan and spec to determine controls system requirements for new construction and/or retrofit projects
• Provide turnkey proposal for plan and spec projects to Controls & Aftermarket Sales Manager for review and submission to Engineering Sales team
• Existing building work:
• Receive site visit information from Controls Sales team for existing buildings, discuss Customer needs and Sales opportunity
• Provide turnkey proposal to Controls & Aftermarket Sales Manager for review and submission to Customer
• Receive field service reports, determine service(s) required and/or recommended, discuss with Controls Sales team:
• Controls replacements and repairs
• Preventive Maintenance (PM) Agreements
• Prepare estimates and proposals based upon field service reports:
• Controls replacements and/or repairs
• PM Agreements
• Additional services recommended and/or performed at like sites:
• Programming updates, graphics updates, sequence of operations updates, etc.
• Data entry for proposed projects, repairs, and/or PM agreements into CRM (Linx, etc.)
• Track sent proposals and follow-up with Equipment Sales and Controls Sales on a consistent basis
• Booking of sold proposals and/or PM Agreements to Controls Department including turnover meetings and discussions with Controls Sales, Controls Management, and/or Controls & Aftermarket Sales Manager
• Track repair parts / equipment status and update Controls Sales, Controls Management, Controls Service, and Customer
• Weekly update to Controls Sales to update weekly proposed, sold, and booked projects and PM agreements
• Track active, expiring, and expired PM agreements and send proposals for renewal 60-90 days prior to expiration of existing contract
• Requires discussion with Controls Sales for additional services, pricing levels, scope verification
• Requires verification of existing agreement performance with Controls Sales, Controls Management, and Controls Dispatchers
• Maintaining job files for Controls Sales, Controls Management, and Customers
• Active member of the Controls Team. Support training and event planning, promotional items and branding
• Responsible for clerical and administrative support including faxing, copying and data entry for Controls Sales Team
• Takes calls from customers and works to answer questions, resolve issues or take messages
• Responsible for generating, interpreting and printing various assigned reports
• Maintain expense reports and utilizing vendor & manufacturer discounts
• Ability to multi-task, prioritize and strong organizational skills are essential

Required Profile

• Associate’s degree in business or related field and 3 years of Administrative Assistance experience; or 5 years of administrative experience
• Strong computer skills in MS 365 to include Word, Excel, PowerPoint, and Outlook
• HVAC, Mechanical Contracting, Engineering or Construction industry experience a plus