Estimator & Projects Admin: CRM & DocuSign Expert

Rubicon Recruitment Agency; Poole; On-site; GBP 26,000 - 36,000; Full time

Job summary

Rubicon Recruitment Agency is seeking an Estimator/Administrator in Poole to keep quotations, proposals, and projects moving without slipping through the cracks. You’ll maintain the CRM, liaise with suppliers and clients, and support multiple live projects with a structured, consistent approach.

Experience in administration or estimating support and familiarity with CRM systems and DocuSign are valuable. This role offers a stable team environment and regular cross-functional interaction.

Qualifications

• Experience in an administration or estimating support role.
• Confidence using CRM systems, or willing to learn quickly.
• Strong attention to detail and ability to manage multiple live projects.
• Experience with DocuSign or similar document management software is an advantage.
• Clear, professional communication with clients and suppliers.

Responsibilities

• Arrange quotations by liaising directly with suppliers.
• Prepare proposals and reports for customers and the line manager.
• Maintain the CRM system, product literature, and other records.
• Manage the Projects email account, respond within one working day.
• Process purchase orders and transfer proposals into live filing.
• Liaise with the Projects Office Manager and Projects Manager on invoices and purchase orders.

Skills

CRM systems

DocuSign

Administration

Estimating support

Client and supplier liaison

Tools

CRM systems

DocuSign

Job description

Rubicon Recruitment Agency is seeking an Estimator/Administrator in Poole to keep quotations, proposals, and projects moving without slipping through the cracks. You’ll maintain the CRM, liaise with suppliers and clients, and support multiple live projects with a structured, consistent approach.

Experience in administration or estimating support and familiarity with CRM systems and DocuSign are valuable. This role offers a stable team environment and regular cross-functional interaction.