Marine Estimator
ExternalPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
About the role
The Marine Estimator provides sales support to the Sales and Product Support teams. This position works closely with Marine Sales Representatives (MSR's) and Product Support Sales Representatives (PSSR's) to review customer needs, specifications, and requirements and develops quotes for MSR's and PSSR's to present to customers. ESSENTIAL JOB FUNCTIONS The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned. Work with MSR's, PSSR's, and customers to fully understand scope of supply and expectations of marine sales and service opportunities. Ensure complete and viable solutions are offered to customers. Assist sales team in pre-sale meetings and project development. Use Customer Solutions Quoter (CSQ), Salesforce, and Product Support Quoter (PSQ) to develop customer quotes based on needs, project specifications, and project documents, employing value engineering methods to meet or exceed customer needs. Thoroughly review contract documents to ensure compliance with specifications and commercial terms. Select vendors and issue purchase orders based on quality, compliance with customer's specifications, pricing, and availability. Evaluate Caterpillar and suppliers' quotes for accuracy of scope content; identify and promote cost improvements. On sold projects, clearly communicate with Project Management and Service Operations team all necessary project details and expectations during the handoff process. Create and maintain CSQ quote templates to streamline quoting process. Assist with documenting sea trial scope of work for service technicians to follow. Work as back up customer contact for MSR's and PSSR's when needed. Research new suppliers and vendors for marine products as need. Develop and maintain C18 and below price budget sheet for quick and accurate price quote. Provide updates to MSR's on quote status and maintain quote log to track marine quotes. Maintain all customer names and contact information in Customer Relationship Management (CRM) tool. Follow up on projects as needed to ensure completed job; maintain good customer relations through frequent contacts; assist in solving problems and disputes. Travel away from base location up to 20% of the time to job sites, attend customer and vendor meetings , and attend meetings at Peterson locations. Maintain regular, punctual, and predictable attendance