Quotations Lead

I am working with a client based in Caldicot that is looking to appoint a Quotations Lead to help support their�growth plans.
The Quotation Lead plays a fundamental role in driving all commercial operations for the client.
The role will include:�

• Collating customer and supplier information for quotations
• Verifying specification requirements from customers and validating these are met
• Sourcing and pricing parts and services including those from third parties
• Producing, verifying and approving quotations
• Completing Technical information to support quotation and operational activities
• Presenting quotations to customers

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Core Responsibilities

• Communication: Internal and external communication utilising�phone, email, Microsoft Teams�

• Pricing: Quote compilation and processing using pricing tools and practices to meet customer needs�

• Sales Management: Customer Relations Management including CRM updates, email and outbound calling to seek updates and work winning opportunities�

• Technical Management: Completion of technical information, advantageous would be the ability to complete complex designs and manufacturing information to support both sales and operational activities�

• Data Management and Reporting: Completing reports and contract updates utilising�Microsoft programmes and business based applications

• General administration tasks as required

Skills & Experience Required�

• Previous experience in a similar role is advantageous, however full training will be provided�

• Experience within the Construction, Process and/or Industrial sectors advantageous.�

• Design background with qualifications in Autodesk CAD beneficial but not essential�

• Understanding of HVAC advantageous.�

• Have excellent time management and organisational skills, highly organised with the ability to manage a varied programme of work�

• Be committed to providing good customer service with a drive for continuous improvement.�

• Be professional and confident with great written and spoken skills.�

• Strong attention to detail and accuracy.�

• Be computer literate and have experience using Microsoft packages such as Word, Outlook and Excel.�

• Work well as part of a team but have the ability to work on your own initiative.�

• Be able to provide quality customer service to the management team, colleagues, and customers.�

• Be able to communicate positively and assertively in what can be a busy working environment.�

• Can work under pressure in a calm and methodical way during busy periods.�

• Driving licence with own transport.�

• Minimum 3 Years expedience

This is an immediate opportunity�and the client can be flexible with hours