Description

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)