Estimator 1

Carolina CAT
Charlotte, NC Full Time
POSTED ON 12/2/2023 CLOSED ON 2/11/2024

What are the responsibilities and job description for the Estimator 1 position at Carolina CAT?

Description
Position at Carolina CAT - Power Systems

Join the Carolina Cat Team

As a family-owned company under our third generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.

Since 1926, we've supported our communities by supplying equipment for critical infrastructure and commerce and by donating our time and resources to area nonprofits. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that's built to last.

We're looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we're committed to providing a work experience that helps our team grow to their full potential.

Collectively, our employees work together to make a difference for our customers, our communities, and our company. Learn more about what it means to become a team member with Carolina Cat.

Summary

This position will work to achieve sales and profit goals of parts and service by working with the sales representatives to enter information into a quoting tool (PSQ). They will also be responsible for entering information into the request for quote tool, analyze and update information and follow the quoting process from start to finish. This position will be to assist in tasks such as parts identification, scope of work quote maintenance and transitioning to correct department for scheduling.

Essential Functions

  • Obtain Customers' Terms and Conditions before starting any quote.
  • Manage the process in which Terms and Conditions are approved internally.
  • Utilize and understand PSQ (Power Systems Quoter) and Service Link
  • Utilize the RFQ tool (Request for quote) for tracking quote request.
  • Work with the Sales Reps to meet due dates and validate the details.
  • Manage due dates to all projects in your queue.
  • Develop detailed project estimates and be a gatekeeper of all quoting responsibilities.
  • Review drawings, specifications, technical documents submittals and research parts information, labor information, and miscellaneous charges Correspond with Sales Representatives and Service Management through the quote process for accuracy and feedback.
  • Communicate with Parts Lead to ensure accuracy and timely manner of all equipment and parts necessary for executing each job.
  • Track losses and assist the Sales Team identify trends.
  • Weekly track outstanding status on quotes and inform the Sales Rep for follow-ups.
  • Review and update CVA's (Customer Value Agreements) and/or MSA (Master Service Agreements).
  • Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.

Education and/or Experience

  • Preferably 1-3 years' minimum industry experience and 1 sales experience with Power Systems equipment or Electrical.
  • Excellent organizational, influence and negotiation skills.
  • Excellent communication skills, including verbal, written, listening and presentation skills.
    Excellent customer service and prospecting skills with the ability to approach the sales process creatively and in a professional and consultative manner.
  • Excellent leadership skills, including decision making, creative thinking and goal setting skills.
    An excellent knowledge of the market and services performed with the ability to discuss the technical aspects of Power Systems equipment.
  • Excellent project management and conflict management skills with a good ability to manage change.
  • Excellent interpersonal skills, Including influence and negotiation skills.
  • Good problem solving skills and the ability to interpret policies, procedures and guidelines.
  • A good knowledge of Microsoft Word, Excel, data base systems (DBS) and a basic ability to operate industry specific PC programs.

Computer Skills

Microsoft operating platform

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, proportions, percentages, area, circumference, taxes, and volume.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Workplace Requirements

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration. The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock. The noise level in some work environments is occasionally loud.

EEO/AA Employer. All qualified individuals - including minorities, females, veterans and individuals with disabilities - are encouraged to apply.


LiftOne is an Equal Employment Opportunity (EEO) Employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age (40 and over), disability, genetic information, veteran status, or any other status protected by state or federal law.

 

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