Estimation Analyst

Estimation Analyst

Summary

The Estimating Analyst plays a vital role in assisting the Sales team in the execution of RFPs. This role gathers and analyzes data to assist in successful bid estimation. This role reports to the lead estimator.

Responsibilities

Estimating

• Owns the opportunity once it comes into the company.

This Includes:

-Gathering, Evaluating, and distributing all documents necessary to the opportunity to their correct location in SharePoint and CRM.

-Evaluating documents and understanding full extent of the opportunity. This includes escalating any necessary questions and scheduling necessary discussions amongst the team to ensure proper understanding and alignment.

• Full property data ownership.

This Includes:

-Managing all required property data for successful bid completion. This includes ensuring all property data is completed and accurate at least 4 working days before RFP due date. Working with and managing third party company relationships (i.e. SiteRecon) to streamline process, improve program accuracy, and address any data errors/concerns.

A strong understanding of property attributes for the ability to perform site takeoffs in third party software (i.e. SiteFotos).

• CRM pipeline ownership. This excludes any salesperson opportunities which are input by the salesperson.

This Includes:

-Ensuring all incoming opportunities are entered accurately and timely into Sales CRM.

-Updating all opportunities as they progress between attributes and stages.

-Running weekly reports on outstanding submissions and connecting with appropriate parties to ensure completion.

-Hosting daily Estimating/Sales meeting and providing valuable updates on all opportunities in pipeline.

• Data Analytics/Project work.

This Includes:

-Assisting the estimating and transition/sales team with data projects.

-Pulling reports out of the sales CRM and providing valuable analytics.

-Assisting the sales team with Zoho Analytics Dashboard improvements.

-Shadowing/learning from estimating team on how to build/level/comp estimates with the goal to grow into sole ownership of estimating projects.

-Working closely with Estimating team to learn and develop expertise in Phoenix 360 estimating and measurement software.

Skills

• Must be experienced and proficient in Microsoft Excel.
• Excellent critical thinking and problem-solving skills.
• Must be proficient in data organization and priority management.
• Must be skilled with time management in a deadline driven work environment.
• Excellent verbal, written and time-management skills.
• Ability to work effectively in collaboration across all departments.
• Hands on knowledge of Microsoft Word, Outlook, as well as CRM software.
• Must be open-minded and willing to learn.

Qualifications

• Advanced or better – Microsoft Excel. Certification preferred.
• High school diploma required; bachelor's degree preferred.
• 1-3 years of data/financial analysis experience. Not strictly based in service industry.