Quotations Specialist

Swegon Ltd.; Ashby-de-la-Zouch; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading HVAC solutions provider is seeking an experienced Quotations Specialist in Ashby-de-la-Zouch. The role involves preparing quotations, managing customer relationships, and supporting service teams. Candidates should have excellent administration and communication skills, along with a proven sales track record. Work towards sales targets while updating the company database and ensuring customer satisfaction. Join a company committed to sustainability and an inclusive work culture.

Benefits

Development opportunities

Balanced work-life environment

Focus on diversity and gender equality

Qualifications

• Experience in a reactive service environment with a proven sales track record.
• Ability to exceed customer expectations.
• Computer literate in MS Office and database operating systems.

Responsibilities

• Prepare quotations and pursue all to drive conversion rates.
• Support Service teams with effective handovers.
• Process customer purchase orders accurately.
• Update company database with accurate information.
• Meet monthly and quarterly sales targets.

Skills

Excellent administration skills

Proficient in Microsoft Office

Effective oral and written communication

Time management

Sales opportunity identification

Education

GCSE/A level standard or equivalent

Business related administration qualification/experience

Tools

ERP systems

CRM systems

Job description

Swegonare seeking an organised, proactive and experienced administrator to work as our Quotations Specialist (known internally as a Service Estimator) in the Sales Support team. This role will require you to raise incoming remedial and spare part quotations across our Cooling, Ventilation and Smoke & Fire divisions. The role will involve proactively contacting customers, to follow up on quotations sent to drive order conversion rates and process orders in a timely manner ensuring the company database is updated at all stages.

Main duties and responsibilities

• Preparation of quotations in line with business requirements, ensuring correct selection and estimating.
• Pursue all quotations to drive conversion rate
• To provide effective handover and support to the Service teams.
• Provide information to Managers on any warranty issues or product failures
• Obtain best prices from approved supplier for preparation of quotations
• Assist where required with fielding telephone enquiries, responding where possible directly or ensuring enquiries are dealt with by the most appropriate team member
• Keeping records of job costings
• Processing of customers purchase orders
• Work towards and meet monthly and quarterly sales targets set
• Offer a good level of communication and guidance on customer requirements in order to build and maintain relationships
• Attend sales meetings periodically with the sales team, providing information on new business orders and opportunities
• Update the Company database to maintain current and correct information of contacts, addresses and activities
• Present key features and benefits of the company, its products & services to obtain opportunities
• Ensuring processes are in line with QA work instructions and procedures utilising controlled forms and templates
• Generate any other reports as requested
• Any other duties as required

Experience

Essential

• Excellent administration skills and computing skills including Microsoft Office packages and ERP/CRM systems
• Excellent oral and written communication and time management
• Experience of working in a reactive service environment and of exceeding customer expectations
• Able to demonstrate a proven sales track record and able to identify sales opportunities and leads

Qualifications

Essential

• Educated to GCSE/A level standard or equivalent
• Good standard of business related administration qualification/experience
• Computer literate in MS Office, ERP and database operating systems

We offer

At Swegon, we work to create the world's best indoor climate that makes people thrive and feel-good inside. We have ambitious goals in our sustainability efforts, in offering the most energy-efficient products, promoting gender equality, and becoming carbon neutral, and we have clear transparency in our work. We offer exciting challenges in a global environment with competent colleagues and a culture characterized by our values; "Customer Empathy, Trust, and Commitment," which permeate everything we do and are the basis for the decisions we make and how we interact with each other. At Swegon, we have an open and flexible organizational culture with short decision-making processes, plenty of development opportunities, and we care about you being able to balance your work with your personal life. We place great emphasis on personal qualities, welcome applicants with different backgrounds, and strive for diversity and gender equality.

About Swegon Group

Swegon Group, owned by the Stockholm Stock Exchange-listed Investment AB Latour, is a market-leading provider of a healthy indoor climate, with solutions for ventilation, heating, cooling, and climate optimization, as well as connected services and technical expertise. Swegon has subsidiaries and distributors worldwide and 17 production units in Europe, North America, and India. The company has approximately 3000 employees and had a turnover of approximately SEK 6 billion in 2022.

(Please note; we are not considering agencies to assist with filling this position.)

INDSWE