Bid Team Assistant

MicroSourcing; Pasay; Hybrid; PHP 600,000 - 700,000; Full time

Benefits offered by this job

Healthcare day-one

Performance bonuses

Paid time-off

Job summary

MicroSourcing is seeking a Bid Team Assistant to support HVAC bid preparations. You will work with the Bid Team to gather quotes, enter data, verify equipment model numbers, and prepare compliant bids using Mincron and Salesforce.

The role requires attention to detail and collaboration with multiple stakeholders to ensure timely, accurate bid submissions. The position offers a hybrid work setup in Pasay City with night shift, competitive rewards, and opportunities for professional growth within

Qualifications

• Experience with bid creation processes and documentation.
• Ability to interpret vendor quotes and submittals.
• Knowledge of freight/shipping considerations for commercial equipment.

Responsibilities

• Bid Preparation & Creation.
• Bid initiation: receive model numbers and part numbers from Bid Team Member to start bid creation.
• Vendor Quote Management: reference quotes in Salesforce case to source pricing.
• Data Entry: input model numbers, accessory parts, and pricing.
• Equipment Submittals: verify numbers using submittals for accuracy.
• Bid System: create bids using Mincron FastPath Bid 1 with quotes and submittals.
• Follow Mincron workflow: use standard disclaimers and save bids.

Skills

Mincron (FastPath Bid 1)

Salesforce / CRM

Data entry accuracy

HVAC knowledge

Vendor quotes analysis

Attention to detail

Tools

Mincron FastPath Bid 1

Salesforce

Vendor portals (Rheem iStore/Oracle)

Mitsubishi Distributor Portal

Job description

Discover your 100% YOU with MicroSourcing!

Position

Bid Team Assistant

Location

Mall of Asia Complex, Pasay City

Work setup & shift

Hybrid | Night Shift

Why join MicroSourcing?

You'll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Position Summary

The Bid Team Assistant is responsible for the accurate and timely preparation of equipment bids for commercial HVAC projects. This role works closely with the Bid Team to gather necessary information, interface with vendor quotes, and produce complete bids using Mincron and Salesforce platforms. The Bid Team Assistant ensures all bids are compliant with company standards, properly documented, and delivered to the appropriate individuals upon completion.

Key Responsibilities

• Bid Preparation & Creation
• Bid Initiation: Receive model numbers and part numbers from the Bid Team Member to initiate the bid creation process.
• Vendor Quote Management: Locate and reference vendor quotes saved within the Salesforce case (under Factory Quotes) to source accurate model numbers and pricing.
• Data Entry: Enter equipment model numbers, accessory part numbers, and pricing from vendor quotes onto the bid.
• Equipment Submittals: Utilize equipment submittals provided by the Bid Team Member to confirm equipment model numbers and accessory part numbers during bid creation.
• Bid System: Create all bids using Mincron FastPath Bid 1, referencing vendor quotes, submittals, and vendor price lists as provided in the Salesforce case or by the Bid Team Member.
• Mincron Bid Entry Process
• Follow the established Mincron workflow for all bid creation:
• Access Mincron FastPath Bid 1 to create and manage bids.
• Apply the General Bid Disclaimer to every bid created without exception.
• To apply the disclaimer: Enter "G" in the Select line → Backspace → Enter "1" in the Statement on Bids line → Press F10 to save.
• Freight Considerations
• Freight Review: Evaluate freight charges on every bid by determining the equipment's shipping origin. Freight chart will be provided.
• Rheem Commercial Minimum: Be aware that the Rheem Commercial freight minimum is $20,000.00. If the combined cost of equipment and accessories falls below this threshold, applicable freight charges must be added to the bid.
• TBD Freight: If a vendor quote indicates freight as "TBD" (To Be Determined), include a clearly visible note on the bid stating: "Freight Not Included."
• Bid Completion & Salesforce Case Update
• Bid Number Entry: The Salesforce case will be assigned in "In Progress" status. Upon bid completion, enter the bid number into the Bid Number field within the corresponding Salesforce case.
• Case Status Update: Update the Salesforce case status to "Bid Pending Creation" after entering the bid number.
• Case Owner Reassignment: Change the Salesforce case owner back to the Bid Team Member originally assigned to the case for accuracy verification prior to bid distribution.
• Bid Revision Number: The latest bid revision number must be noted in the corresponding Salesforce case to ensure all team members are referencing the most current version of the bid.
• Bid Copy: A copy of the completed bid must be saved in the corresponding Salesforce case for record keeping and reference.
• Bid Distribution & Documentation
• Supporting Documents: Include all relevant supporting documentation with the bid submission, such as equipment submittals, specification sheets, and any other applicable materials.
• Record Keeping: Ensure all bid-related documents (vendor quotes, submittals, price lists) are properly stored within the corresponding Salesforce case.

Required Knowledge, Skills & Abilities

• Proficiency with Mincron (FastPath Bid 1) or ability to learn quickly.
• Experience working within Salesforce or similar CRM/case management platforms.
• Strong attention to detail in data entry and cross-referencing of part numbers and pricing.
• Solid understanding of commercial HVAC equipment, model numbers, and accessory components.
• Ability to interpret and analyze vendor quotes and equipment submittals.
• Knowledge of freight and shipping considerations for commercial equipment.
• Familiarity with vendor portals such as Rheem iStore/Oracle and Mitsubishi Distributor Portal.
• Strong organizational and time management skills to handle multiple bids simultaneously.
• Effective written communication skills for bid distribution via email.
• Ability to collaborate with Bid Team Members and other stakeholders.

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan - it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply