Sales Operations & Estimating Coordinator

Wellington Glass and Mirror Ltd; Upper Hutt; On-site; NZD 65,000 - 90,000; Full time

Job summary

Wellington Glass and Mirror Ltd in Alicetown, North Island, seeks a Sales Operations & Estimating Coordinator to drive efficiency in the sales process. You will handle estimating, deposit administration, invoicing, and cross-divisional support for Glazing and Retrofit divisions while leading a small virtual team.

Applicants should have experience in sales operations or commercial administration, strong CRM skills, and a focus on accuracy in pricing and data entry.

Qualifications

• Demonstrated experience in sales operations, sales coordination, or commercial administration.
• Proven ability to lead and coordinate a small team, including remote/virtual members.
• Strong CRM system skills and experience.
• High level of accuracy and attention to pricing, invoicing, and data entry.
• Excellent organisational skills managing multiple priorities and deadlines.
• Professional written and verbal communication.
• Familiarity with deposits, escrow, and invoicing processes.
• Knowledge of glass/glazing or window industry is advantageous.
• Experience in estimating/quoting in construction or trades is advantageous.

Responsibilities

• Screen and qualify incoming enquiries against lead criteria.
• Lead virtual assistants managing enquiries and follow-ups.
• Optimise appointment schedules and progression of qualified leads.
• Support proposal and quote follow-up to avoid lost opportunities.
• Maintain up-to-date records of proposals, quotes and estimates in CRM.
• Interpret and document job specifications from site assessments and suppliers.
• Enter job data into pricing software and price to margins and revenue targets.
• Prepare clear proposal and quotation documents for customers.
• Record all customer interactions and progress in the CRM system.
• Manage end-to-end deposit process for Retrofit quotes using DG Assure.

Skills

CRM proficiency

Pricing & invoicing

Team leadership

Data accuracy

Communication

Estimating software

Tools

Zoho CRM

RG6

V6

Smart Glazier estimating software

Job description

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Wellington Glass and Mirror Ltd – Alicetown, North Island

The Sales Operations & Estimating Coordinator provides the coordination, estimating, systems and administrative support required to move qualified opportunities efficiently through WGAM's sales process. The role provides sales operations and systems support across both our Glazing and Retrofit Divisions, with specific responsibility for estimating, deposit administration and invoicing support within the Retrofit Division.

Key responsibilities

• Screen and qualify incoming enquiries against agreed lead qualification criteria, escalating opportunities outside standard commercial or operational parameters


• Lead our virtual assistance team and casual assistants managing enquiries, scheduling consultations and proposal/quote follow-up, providing clear direction and quality oversight


• Ensure the sales team's appointment schedules are optimised for efficiency and qualified leads progress efficiently through the sales process


• Support proposal and quote follow-up activity to ensure no opportunity is lost through lack of follow-through


• Maintain up-to-date records of all active proposals, quotes and estimates, providing Division Managers with clear visibility of pipeline status


• Accurately interpret and document assigned job specifications, obtaining all necessary information from site assessments, team members, suppliers, and customers


• Accurately enter job specification data into specification and pricing software and price jobs to agreed gross margins and revenue-per-hour targets


• Prepare clear, professional, and compelling proposal and quotation documents for presentation to customers


• Ensure all customers, enquiries, proposals, quotes, customer interactions and job progressions are accurately recorded in the CRM with sales stages, required fields, tasks and follow-up activities maintained in accordance with the agreed sales process


• Manage the end-to-end deposit process for all accepted Retrofit Division quotes using DG Assure as the company's escrow service, including initiating deposit requests, monitoring receipt, and requesting release of escrowed funds

About you

• Demonstrated experience in a sales operations, sales coordination, or commercial administration role - ideally in a trades, construction, or building products environment


• Proven ability to lead and coordinate a small team, including remote or virtual team members


• Strong CRM system skills and experience


• High level of accuracy and attention to detail, particularly in pricing, invoicing, and data entry


• Excellent organisational skills with the ability to manage multiple priorities and deadlines simultaneously


• Professional written and verbal communication skills


• Comfortable working with financial processes including deposits, escrow, and invoicing


• Knowledge of the glass, glazing, or window industry (advantageous)


• Experience in estimating or quoting in a construction, building products, or trades environment (advantageous)


• Familiarity with RG6, V6, Smart Glazier estimating software and Zoho CRM (advantageous)

About us

Wellington Glass and Mirror (WGM) has been serving the Wellington region for decades, delivering quality glass and glazing solutions across both residential and commercial projects. Based in Alicetown, Lower Hutt, we're a growing, close-knit team that takes pride in our craft, our customer relationships, and the way we work together. We operate across two divisions — Glazing and Retrofit — and we're proud of the reputation we've built for quality, reliability, and doing the job right.

A full-time, permanent role in a growing, well-established business

A collaborative, down-to-earth team environment