Report & Estimating Sales Coordinator - Key Accounts

Job summary

The role acts as a bridge between operations and clients by generating draft quotes, processing inspection reports, and managing revisions. It involves monitoring KPI reports to ensure timely submission of quotes and reports while maintaining accurate activity notes.

Job details

Report & Estimating Sales Coordinator The bridge between Operations/Estimating and the client — generating draft quotes, processing inspection reports, driving quotes and reports to “Good to send” and out to the client, and managing revisions. Workflow coverage: Primary in Account Management (draft quote), Operations/Estimating, and Reporting; supports Completion report processing. Daily rhythm  Start of day Midday End of day Review orders needing draft quotes and inspection reports to process Check the KPI Report for outstanding quotes/reports and revision requests Coordinate completion of draft quotes with the Estimating team Process inspection reports; submit quotes/reports to the client or KAM Log the reason any draft could not be sent; update activity notes and contact Estimating Hand approved-quote items back to the AM “Repair Approval” step Standard operating procedures RPT-1 — Minor draft-quote generation For repairs completed on site and minor orders requiring a quote, generate the draft. Coordinate scope and pricing with Estimating. When validated, mark the quote “Good to send” and route it to the KAM for client submission. RPT-2 — Inspection-report processing Process inspection reports on completed work; ensure each report is complete and attached. Where deficiencies require a quote, route the scope to Estimating. RPT-3 — Report / quote submission (reporting loop) From the KPI Report's outstanding list, submit quotes and reports accordingly. If a draft could not be sent, confirm and document the reason, update the activity note, and contact Estimating. RPT-4 — Revisions When a revision is required, send it to Estimating to revise. On return, re-submit; add the sending email to documents. Notify the KPI/Compliance Admin to mark reports as submitted.

What you’ll do

The role acts as a bridge between operations and clients by generating draft quotes, processing inspection reports, and managing revisions. It involves monitoring KPI reports to ensure timely submission of quotes and reports while maintaining accurate activity notes.

Requirements

The position requires strong coordination skills to manage the workflow between the estimating team and account managers. Candidates must be capable of processing technical reports and handling client-facing documentation in a fast-paced environment.

Listed skills

• Account Management · Preferred
• Documentation · Preferred
• Communication · Preferred
• client relations · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales Coordination
• Estimating
• Account Management
• Report Processing
• Data Entry
• Workflow Management
• Communication
• KPI Tracking
• Client Relations
• Documentation
• Quote Generation
• Revision Management
• Sales
• Standard Operating Procedure
• Key Performance Indicators (KPIs)
• Operations

Job areas

• Sales
• Administrative
• Customer Service & Support
• Management & Leadership
• Key Account Coordinator
• Sales Coordinator
• Clerical Support Workers Not Elsewhere Classified
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel