Sales & Estimation Specialist

Work Initiatives; Melbourne; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Full-time permanent position

On-site gym

Free secure undercover parking

Supportive team environment

Job summary

Work Initiatives invites applications for a Sales & Quoting Specialist based in Bayswater, Melbourne. You will be the primary contact for trade customers, handling enquiries, quotations, orders and ongoing account relationships in a busy manufacturing environment.

You will combine trade sales with estimating, pricing bespoke jobs and coordinating with Production, Logistics and Purchasing to meet lead times. Strong CRM/ERP experience and excellent communication are essential.

Qualifications

• Experience in trade sales or sales support.
• Proven ability to price bespoke jobs independently.
• Strong CRM/ERP usage for order processing.
• Excellent written and verbal communication.
• Ability to multitask and manage priorities.

Responsibilities

• Be the primary contact for trade customers via phone, email and in person.
• Provide advice on timber doors, mouldings, profiles and finishes.
• Prepare and price quotations accurately and promptly.
• Process sales orders and track through production and delivery.
• Maintain trade accounts and records.
• Collaborate with Sales, Production, Logistics and Purchasing teams.
• Support process improvements and reporting.

Skills

Trade sales experience

Quoting & estimating

CRM/ERP experience

Customer service

High-volume communication

Tools

CRM systems

ERP systems

Job description

About the Role: We are seeking a Sales & Quoting Specialist to act as the primary point of contact for trade customers, managing enquiries, quotations, order processing and ongoing account relationships.

This role combines:

• Trade sales
• Estimating and quoting
• Customer service
• Order management
• Account management

Key Responsibilities Trade Sales & Customer Service

• Act as the first point of contact for trade customers via phone, email and in person.
• Provide advice on timber doors, mouldings, profiles and finishes.
• Respond to enquiries and quotation requests.
• Convert enquiries into confirmed orders.
• Build and maintain strong trade account relationships.
• Identify upselling and repeat-order opportunities.
• Resolve customer issues professionally and effectively.

Quoting & Estimating

• Prepare and price quotations independently.
• Ensure accurate pricing of materials, labour and project scope.
• Generate quotations on the spot where possible.
• Follow up submitted quotations.
• Update and revise quotations as required.

Order Management

• Process sales orders accurately through internal systems.
• Track customer orders through production and delivery.
• Keep customers updated on lead times and progress.
• Resolve order discrepancies before they impact customers.
• Conduct post-delivery customer follow-up.

Account Management & Administration

• Manage trade accounts from enquiry through fulfilment.
• Maintain customer records and information.
• Complete data entry, filing and document management.
• Coordinate customer appointments and internal meetings.
• Process transactions accurately.

Cross-Functional Collaboration

• Work alongside Sales, Production, Logistics and Purchasing teams.
• Confirm production lead times and delivery requirements.
• Resolve internal issues within agreed timeframes.
• Share customer feedback to improve service.
• Assist other departments during peak periods.

Systems & Process Improvement

• Use ERP and CRM systems daily.
• Maintain product, pricing and market knowledge.
• Contribute to process improvements.
• Support reporting and system enhancements.
• Participate in ongoing training and development.

Key Performance Indicators (KPIs)

• 95%+ customer satisfaction score.
• Respond to all enquiries within 1 business day.
• 98%+ quotation accuracy.
• 98%+ order accuracy.
• Complete follow-up on all quotations and post-delivery customer interactions.
• Maintain 99%+ CRM accuracy.
• No unresolved internal issues older than 48 hours.

Essential Experience

• Trade sales, customer service or sales support experience.
• Strong estimating and quoting experience.
• Ability to accurately price bespoke jobs independently.
• Experience managing quotations through to fulfilment.
• CRM and ERP experience.
• High-volume customer interaction experience.
• Strong written and verbal communication skills.

Highly Desirable Experience

• Building products industry.
• Timber products.
• Cabinet making.
• Joinery.
• Interior design.
• Manufacturing environment.
• ERP, CRM or quoting systems experience.
• Strong sales mindset.
• Excellent relationship-building skills.
• Ability to multitask and manage competing priorities.

Ideal Candidate Backgrounds

• Internal Sales Estimator
• Sales Estimator
• Building Products Estimator
• Doors & Frames Estimator
• Joinery Estimator
• Cabinetry Estimator
• Timber Industry Sales Representative
• Trade Counter Sales Professional
• Manufacturing Sales Coordinator
• Architectural Products Sales & Estimating Professional

Working Hours

• Monday to Friday
• 8:30am – 5:00pm

Benefits

• Full-time permanent position
• Bayswater location
• Free secure undercover parking
• On-site gym
• Supportive team environment
• Career progression opportunities
• Regular interaction with Sales, Production and Logistics teams