At a Glance
- Tasks: Be the key link between operations and clients, managing quotes and reports.
- Company: Join a dynamic team focused on client satisfaction and operational excellence.
- Benefits: Enjoy competitive pay, flexible hours, and opportunities for growth.
- Other info: Fast-paced environment with plenty of chances to learn and advance.
- Why this job: Make a real impact by ensuring clients receive accurate and timely information.
- Qualifications: Strong organizational skills and attention to detail are essential.
The predicted salary is between 72000 - 88000 $ per year.
Report & Estimating Sales Coordinator
The bridge between Operations/Estimating and the client — generating draft quotes, processing inspection reports, drivingquotesand reports to “Good to send” and out to the client, and managing revisions.
Workflow coverage
Primary in Account Management (draft quote), Operations/Estimating, and Reporting; supports Completion report processing.
- Daily rhythm
- Start of day
- Midday
- End of day
- Review orders needing draft quotes and inspection reports to process
- Check the KPI Report for outstanding quotes/reports and revision requests
- Coordinate completion of draft quotes with the Estimating team
- Process inspection reports; submitquotes/reports to the client or KAM
- Log the reason any draft could not be sent; update activity notes and contact Estimating
- Hand approved-quote items back to the AM “Repair Approval” step
- Standard operating procedures
- RPT-1 — Minor draft-quote generation
- For repairs completed on site and minor orders requiring a quote, generate the draft.
- Coordinate scope and pricing with Estimating.
- Whenvalidated, mark the quote “Good to send” and route it to the KAM for client submission.
- RPT-2 — Inspection-report processing
- Process inspection reports on completed work; ensure each report is complete and attached.
- Where deficiencies require a quote, route the scope to Estimating.
- RPT-3 — Report / quote submission (reporting loop)
- From the KPI Report's outstanding list, submitquotes and reports accordingly.
- If a draft could not be sent, confirm and document the reason, update the activity note, and contact Estimating.
- RPT-4 — Revisions
- When a revision isrequired, send it to Estimatingto revise.
- On return, re-submit; add the sending email to documents.
- Notify the KPI/Compliance Admin to mark reports as submitted.
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Report & Estimating Sales Coordinator in Port Coquitlam employer: Community Fire Prevention Ltd
As a Report & Estimating Sales Coordinator at our company, you will thrive in a dynamic work culture that prioritizes collaboration and innovation. We offer competitive benefits, opportunities for professional growth, and a supportive environment where your contributions directly impact client satisfaction. Located in a vibrant area, our team enjoys a balanced work-life experience while being part of a forward-thinking organization committed to excellence.
Contact Details:
Community Fire Prevention Ltd Recruitment Team
