Technical Sales Estimator

Job Title

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.