Sales Estimating Specialist

TK Elevator; Atlanta (GA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, and vision

FSA

HSA

Disability insurance

Life insurance

AD&D

Pet insurance

EAP

Tuition reimbursement

401(k) match

Job summary

TK Elevator is seeking an experienced Sales Estimating Specialist in Atlanta, GA, to prepare accurate modernization estimates and proposals, using field data and pricing guidelines to support Service and Repair Account Managers.

You will create opportunities in Salesforce/CRM, develop estimates, and partner with Account Managers to maximize lead conversion and drive revenue growth through timely, compliant quotes.

Qualifications

• Associate's or bachelor’s degree preferred.
• 2+ years of elevator sales support or modernization estimating experience.
• Proven success in a deadline-driven environment.
• Ability to work with field sales teams and cross-functional partners.
• Experience in elevator modernization, repair sales support, service sales, estimating, or related tech sales functions.
• Ability to manage multiple opportunities simultaneously.
• Strong attention to detail and organizational skills.
• Proficiency with Salesforce or similar CRM system.
• Proficiency in Excel and quoting/estimating system.
• Ability to manage multiple bids simultaneously in a deadline-driven environment.
• Strong interpersonal skills with the ability to build trust and credibility with Sales partners.

Responsibilities

• Create and maintain modernization opportunities within Salesforce/CRM.
• Review field survey forms for completeness and accuracy.
• Validate equipment information and modernization scope requirements.
• Ensure all required documentation is attached and properly maintained within CRM.
• Provide rapid turnaround on modernization estimates.
• Develop modernization estimates utilizing approved products, pricing tools, and estimating standards.
• Review field survey forms for completeness and accuracy and partner with Account Managers where there are gaps.
• Ensure estimates are complete, accurate, and compliant with company standards.
• Support quote revisions and customer-requested scope changes.
• Maintain organized records of surveys, estimates, and revisions.
• Support continuous improvement of estimating tools, survey forms, and proposal templates.
• Identify recurring obstacles impacting quote cycle time and recommend solutions.
• Assist with standardization of modernization estimating processes across the organization.
• Meet established quote production targets based on lead volume.
• Achieve defined turnaround time standards for proposal delivery.
• Maintain high estimating accuracy and pricing compliance.
• Drive increased utilization of the Mod estimating support function.

Skills

CRM management

Sales support

Interpersonal skills

Attention to detail

Multi-tasking

Education

Associate's degree

Bachelor's degree

Tools

Salesforce

Excel

Estimating system

Job description

Who we are

TK Elevator (TKE) is a world-leading innovator in vertical transportation and urban mobility. From engineering and installation to maintenance and digital transformation, we support all mobility systems, elevators, escalators, walkways, stairlifts and boarding bridges on any platform, at any time. With digital platforms like AGILE and the IoT platform MAX, we enable smarter, safer urban movement.With more that 50,000 employees, and 1,000+ global support centers, we are moved by what moves people.

TKE – Move Beyond.

TK Elevator is currently seeking an experienced Sales Estimating Specialist in Atlanta, GA.

The Inside Sales Support Representative—Modernization is responsible for preparing accurate, timely modernization estimates and proposals in support of Service and Repair Account Managers. This role serves as a dedicated quoting resource focused on hydraulic modernization opportunities, utilizing field survey data, equipment information, and established pricing guidelines to develop customer proposals.

The position is responsible for creating opportunities within Salesforce/CRM, preparing modernization estimates, and supporting Account Managers throughout the sales process. Success in this role is measured by quote output, turnaround time, accuracy, CRM compliance, and sales team utilization. A key component of the role is building strong partnerships with Service and Repair Account Managers to maximize modernization lead conversion and drive revenue growth.

ESSENTIAL JOB FUNCTIONS:

Opportunity & CRM Management:

• Create and maintain modernization opportunities within Salesforce/CRM
• Review field survey forms for completeness and accuracy
• Validate equipment information and modernization scope requirements
• Ensure all required documentation is attached and properly maintained within CRM
• Provide rapid turnaround on modernization estimates

Estimate Development:

• Develop modernization estimates utilizing approved modernization products, pricing tools, and estimating standards
• Review field survey forms for completeness and accuracy and partner with Account Managers where there are gaps
• Ensure estimates are complete, accurate, and compliant with company standards
• Support quote revisions and customer-requested scope changes

Process Improvement:

• Maintain organized records of surveys, estimates, and revisions
• Support continuous improvement of estimating tools, survey forms, and proposal templates
• Identify recurring obstacles impacting quote cycle time and recommend solutions
• Assist with standardization of modernization estimating processes across the organization

Performance Expectations

• Meet established quote production targets based on lead volume
• Achieve defined turnaround time standards for proposal delivery
• Maintain high estimating accuracy and pricing compliance
• Drive increased utilization of the Mod estimating support function

EDUCATION & EXPERIENCE:

• Associate's or bachelor's degree preferred
• 2+ years of experience in elevator sales support, modernization estimating, repair sales, construction estimating, or a related fiel
• Proven success in a deadline-driven environment
• Demonstrated ability to work effectively with field sales teams and cross-functional partners
• Experience in elevator modernization, repair sales support, service sales, estimating, or related technical sales functions
• Ability to manage multiple opportunities simultaneously
• Strong attention to detail and organizational skills
• Proficiency with Salesforce or similar CRM system
• Proficiency in Excel and quoting/estimating system
• Ability to manage multiple bids simultaneously in a deadline-driven environment
• Strong interpersonal skills with the ability to build trust and credibility with Sales partners

What makes us special

At TK Elevator, we offer more than just a role, we offer a place to grow, thrive, and make an impact.

Provided they meet all eligibility requirement under the applicable plan documents, employees will be offered

• Medical, dental, and vision coverage
• Flexible spending accounts (FSA)
• Health savings account (HSA)
• Supplemental medical plans
• Company-paid short- and long-term disability insurance
• Company-paid basic life insurance and AD&D
• Optional life and AD&D coverage
• Optional spouse and dependent life insurance
• Identity theft monitoring
• Pet insurance
• Company-paid Employee Assistance Program (EAP)
• Tuition reimbursement
• 401(k) Retirement Savings Plan with company match: Employees can contribute a portion of their pay on a pre‑tax or Roth basis. The company provides a dollar‑for‑dollar match on the first 5% contributed.

Additional benefits include:

• 15 days of vacation per year
• 11 paid holidays each calendar year (10 fixed, 1 floating)
• Paid sick leave, per company policy
• Up to six weeks of paid parental leave (available after successful completion of 90 days of full‑time employment)

Eligibility requirements for these benefits will be controlled by applicable plan documents. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies.

TK Elevator is an equal opportunity employer and committed to diversity. Qualified applicants will receive consideration for employment without regard to age, gender, race, color, religion, sexual orientation, gender identity, national origin, disability, and veteran status or any other protected status required by applicable law.

Important note:

TK Elevator is committed to a prejudice‑free and diverse working environment with equal opportunities. We welcome applications from everyone we continously work towards an inclusive and barrier‑free reality. Please do reach out to us and we will work on individual solutions tailored to you.

TKE – Move Beyond