Project Estimator

Position Objective:

To augment the sales team with a support position capable of providing back-office support in the creation and administration of proposals.  As a Project Estimator, you will provide coordination and administrative support throughout the sales cycle within PDA and with clients.  You will assist with proposal and change order development, estimation of resources, and proposal writing. You will oversee various aspects of each phase of the sales pipeline and work closely with field sales.

Ideal Candidate: 

The ideal candidate will be someone with related technical background or a high degree of technical aptitude.  While not a sales role the Project Estimator needs to have a firm understanding of the role and responsibility they play in the sales process. Ideally, the candidate will have documented experience in a similar role that required review of technical concepts/documents, take-offs or print reading, BOM preparations, and vendor solicitation.  The candidate must have strong written and verbal communication skills.

Job Summary/Objective/Role:

The Project Estimator provides support to sales team members.  Project Coordinators assist with reporting, content development, and pre/post-order support.  The Project Coordinator collaborates with multiple departments including Sales, Engineering, and Admin to assemble and prepare documentation.  In this role you will aid in documentation and process development by utilizing personal knowledge, internal specialists or other internal resources, vendor representatives, and other available sources.  Over time you will learn and evaluate all of Process and Data Automation offerings to aid in identifying client objectives, requirements, and preferences.

Essential Functions

  • Must be able to work independently and with minimal supervision.
  • Ability to multi-task, handle multiple priorities with agility and perform in fast-paced, high-volume environment.
  • Review technical documents and correspondence to comprehend the RFQ requirements and breakdown the proposals into core components, and labor costs
  • Identify, research, and create a bill of materials needed to complete the requested scope
  • Solicit vendors by gathering information on products, pricing, and lead times
  • Prepare application proposals and scope into assembled technical documents
  • Enter and track all quoting activity in our customer resource management system
  • Provide on-going communication throughout the proposal development process
  • Achieves and maintains technical capabilities at required levels, attends trainings as needed, and participates in sales meetings, to enhance and maintain personal and company portfolio knowledge.
  • Able to meet deadlines

Competencies:

  • Excellent organization and communication skills
  • Exceptional interpersonal skills: fluent in verbal and written communications, technical Writing Experience preferred
  • Ability to problem-solve and respond to unique situations in the appropriate manner
  • Ability to read and understand routine reports, operating instructions, and correspondence
  • Be responsive, proactive and provide attention to detail
  • Perceive the purpose of a project and work towards the end goal

Knowledge, Skills, and Abilities

  • Associates degree in technical degree in a related discipline preferred or a minimum of 2 years of administrative support or similar technical sales experience
  • Proficient in Microsoft Office Suite; Teams and Outlook experience, advanced Microsoft Excel, Word, PowerPoint, and Dynamics 365 CRM
  • Client-oriented with excellent communication, organization, and problem-solving skills.
  • Familiarity with the general concepts/fundamentals of PLCs and the ability to assemble a BOM for electrical and/or control system platforms is highly desirable
  • Knowledge of Allen-Bradley or other major Automation platforms products and solutions desired
  • Experience with controls-related sales a plus

EOE/M/F/D/V