General Description
This role is responsible for providing a wide range of tasks as the front-end coordinator of ACTION’s Rental Management (CRM) System. This requires a broad and extensive knowledge of the company’s practices, policies, and procedures. The role will plan system-based workflows for sales activities and project execution, coordinate the implementation of standardized procedures across departments, and deliver accurate project documentation and system visibility to all stakeholders.
Key Responsibilities
- Ensure all bid enquiries are logged accurately onto the CRM system as per company guidelines, policy and procedures.
- Preparation of commercial offers as per the templates and guidance provided, as per the Tender/Authority Matrix.
- Generation of commercial offers directly through the RM system when required, as per the Tender/Authority Matrix.
- Maintain project files and collaborate with customers as required to provide efficient support service.
- Coordinate simultaneous projects and manage efficient documentation control procedures for projects (live and completed)
- Compile and submit the following project documentation:
- Commercial and Technical Proposals
- Pre-Qualification Documentation
- Method Statements and Construction Drawings
- Identify and facilitate converting successful opportunities from CRM to RM database.
- Update stakeholders on current bid status, bid progression, issues and potential delays.
- Ensure bid data is captured on the CRM system accurately.
- Maintain and compose timely data reports as requested by management.
- Participate in progress review meetings including preparation of relevant minutes and reports.
- Develop dashboard and intelligent reports that helps management in decision making and devising action plans.
- Process the required information to relevant stakeholders with clear instructions and timelines.
- Ensure work is completed in line with ACTION’s policies and procedures in a timely professional manner.
- Distribute all project correspondence to the relevant stakeholders in a timely and professional manner.
- Responsible for maintaining the following documentation for all projects (filed on the server in the allocated location)
- All incoming correspondence
- All outgoing correspondence
- Quotation and Contract copy
- Method Statement and Design
- Payment Applications and Invoices
- Generate and maintain the following CRM system reports for all bids
- Opportunity Source
- Opportunity Type
- Opportunity Status
- Opportunity success and failure rate
- Opportunity Categorization
- Produce the following reports to the Line Manager
- Bid Status - Weekly
- Sales Pipeline - Weekly
- Invoice Summary - Monthly
- Sales Forecast Report (Consolidated Report)
- Generate ad hoc reports as requested by the Line Manager
- Maintain good working relationships with all parties at all levels at all times when representing the Company.
QHSE
- Make a deliberate effort to gain a full understanding and working knowledge of the Company’s QHSE Policies and Procedures.
Cross Functional Support/Training
- Works closely with internal project stakeholders assigned to resolve any project risks associated with contracts, documentation & execution.
- Identify & address problems and opportunities; brings those which are appropriate to the Line Manager; and facilitates discussion & deliberation
- Be prepared to assist other Company Personnel as required/requested.
- As required/requested, be prepared to carry out other duties and responsibilities.
- As required, become involved in "on the job training" of others.
- Participate in any other relevant/appropriate training programs as requested by the company as well as conduct internal training seminars on
- CRM processes and procedures.
Qualification requirements
- Bachelor of Business Administration, Science, Engineering, or equivalent from an internationally recognized university.
- Degree / knowledge in Project Management or Operations is an asset.
- Certified in relevant business or project management tools/applications is an advantage.
- Proven experience of 4+ years in a related role within a similar industry.
- Working knowledge of Microsoft Office applications and business operations tools.
- Basic skills of multitasking, organization, analysis, and problem-solving to support sound decision-making.
- The travel percentage mandated for this role is minimal or as required by project needs.
Good computer proficiency and ability to deliver reports in a timely and accurate manner.- Good ability to work within a team to achieve results, including across various internal and external stakeholders.
- Ability to work under pressure, work flexible hours to meet deadlines.
- Good verbal & written communication skills in English language, including effective presentation skills.
- Ability to work independently and complete tasks on time, while adapting to changing priorities.