Sales Estimating Specialist- Modernization

The first 3 letters in workplace safety are Y-O-U! TK Elevator is currently seeking an experienced Sales Estimating Specialist- Modernization located in Atlanta, GA. Responsible for preparing accurate, timely modernization estimates and proposals in support of Service and Repair Account Managers. This role serves as a dedicated quoting resource focused on hydraulic modernization opportunities, utilizing field survey data, equipment information, and established pricing guidelines to develop customer proposals. The position is responsible for creating opportunities within Salesforce/CRM, preparing modernization estimates, and supporting Account Managers throughout the sales process. Success in this role is measured by quote output, turnaround time, accuracy, CRM compliance, and sales team utilization. A key component of the role is building strong partnerships with Service and Repair Account Managers to maximize modernization lead conversion and drive revenue growth.

ESSENTIAL JOB FUNCTIONS

Opportunity & CRM Management:

Create and maintain modernization opportunities within Salesforce/CRM Review field survey forms for completeness and accuracy Validate equipment information and modernization scope requirements Ensure all required documentation is attached and properly maintained within CRM Provide rapid turnaround on modernization estimates

Estimate Development:

Develop modernization estimates utilizing approved modernization products, pricing tools, and estimating standards Review field survey forms for completeness and accuracy and partner with Account Managers where there are gaps Ensure estimates are complete, accurate, and compliant with company standards Support quote revisions and customer-requested scope changes

Process Improvement:

Maintain organized records of surveys, estimates, and revisions Support continuous improvement of estimating tools, survey forms, and proposal templates Identify recurring obstacles impacting quote cycle time and recommend solutions Assist with standardization of modernization estimating processes across the organization

Performance Expectations:

Meet established quote production targets based on lead volume Achieve defined turnaround time standards for proposal delivery Maintain high estimating accuracy and pricing compliance Drive increased utilization of the Mod estimating support function

EDUCATION & EXPERIENCE

Associate or Bachelor's degree preferred 2+ years of experience in elevator sales support, modernization estimating, repair sales, construction estimating, or a related field Proven success in a deadline-driven environment Demonstrated ability to work effectively with field sales teams and cross-functional partners Experience in elevator modernization, repair sales support, service sales, estimating, or related technical sales functions Ability to manage multiple opportunities simultaneously Strong attention to detail and organizational skills Proficiency with Salesforce or similar CRM systems Proficiency in Excel and quoting/estimating systems Ability to manage multiple bids simultaneously in a deadline-driven environment Strong interpersonal skills with the ability to build trust and credibility with Sales partners Provided they meet all eligibility requirement under the applicable plan documents, employees will be offered Medical, dental, and vision coverage Flexible spending accounts (FSA) Health savings account (HSA) Supplemental medical plans Company-paid short- and long-term disability insurance Company-paid basic life insurance and AD&D Optional life and AD&D coverage Optional spouse and dependent life insurance Identity theft monitoring Pet insurance Company-paid Employee Assistance Program (EAP) Tuition reimbursement 401(k) Retirement Savings Plan with company match: Employees can contribute a portion of their pay on a pre-tax or Roth basis. The company provides a dollar-for-dollar match on the first 5% contributed.

Additional benefits include:

15 days of vacation per year 11 paid holidays each calendar year (10 fixed, 1 floating) Paid sick leave, per company policy Up to six weeks of paid parental leave (available after successful completion of 90 days of full-time employment) Eligibility requirements for these benefits will be controlled by applicable plan documents. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies.