The purpose is to manage technical sales enquiries from receipt through to quotation and order handover, via historical data interpretation, liaising with customers, suppliers and internal teams.
Main Duties:
- Log, acknowledge and manage customer enquiries.
- Review historical records, drawings and technical data, interpreting/updating information with current engineering standards and customer requirements.
- Interpret engineering drawings, specifications and bills of materials to establish the scope, technical requirements and costs of enquiries.
- Obtain and evaluate quotations from suppliers to formulate accurate, competitive and commercially viable customer quotations.
- Prepare costing information, estimates and supporting documentation for customer enquiries.
- Record and maintain all customer contact, enquiry details, quotations and follow-up activity within HubSpot.
- Maintain effective document control and filing for all order-related records, including customer and supplier quotations, correspondence, drawings, costings and purchase documentation.
- Liaise with customers, suppliers and internal engineering teams to clarify technical and commercial requirements and resolve queries.
- Attend customer premises when required to assess equipment, gather technical information and support the preparation of quotations.
- Follow up outstanding quotations and works orders, monitoring progress and keeping customers and relevant internal teams informed.
- Support the handover of accepted quotations into orders, ensuring technical, commercial and delivery requirements are clearly communicated.
- Provide guidance, knowledge sharing and practical support with the training and development of other team members.
- Contribute to the continuous improvement of estimating, quotation and document-control processes.
(E) = Essential; (D) = Desirable
Qualifications
- Relevant Level 3 technical qualification, apprenticeship or equivalent practical experience in mechanical engineering, manufacturing or a related discipline (E)
- Relevant sales, estimating or commercial qualification (D)
Skills & Knowledge
- Ability to read and interpret mechanical engineering drawings, specifications and bills of materials in metric and imperial measurements (E)
- Numerical and analytical skills to prepare accurate estimates and costings (E)
- Understanding of engineering materials, manufacturing processes and supplier lead times (E)
- Strong written/verbal communication skills, inc. the ability to explain technical information clearly (E)
- Strong organisational skills, attention to detail and the ability to prioritise multiple enquiries (E)
- Commercial awareness and an understanding of pricing, margins, supplier quotations and quotation validity (E)
- Working knowledge of HubSpot or a comparable CRM system (D)
- Working knowledge of CAD or SolidWorks (D)
- Knowledge of crushers, presses, special-purpose machinery or similar capital equipment (D)
Experience
- Experience preparing costings/quotations from drawings, specifications and supplier information (E)
- Experience of liaising with customers, suppliers and internal engineering/production teams (E)
- Experience of managing enquiries, orders or works (E)
- Experience of using CRM systems (D)
- Experience of researching legacy equipment, drawings or historical engineering records (D)