Sales Estimating Lead

Your new company A leading Manufacturing organisation based in Middlesbrough


Your new role
Team Leadership & Supervision

• Lead and support the estimating team, ensuring all enquiries are reviewed, processed, and quoted promptly and accurately.
• Act as the primary interface between the team, senior management, and other departments.
• Oversee the preparation of all quotations, ensuring adherence to commercial procedures, pricing guidelines, and quality standards.
• Authorise quotations within delegated authority levels.
• Manage team availability, approve holidays and overtime, and provide regular feedback, coaching, and performance reviews.
• Represent the department and deputise for the Sales Manager when required.
• Ensure the team actively captures market intelligence and stays informed of pricing trends and client expectations.
• Identify and support opportunities to improve quotation win rates and convert new customers through pricing strategy or service enhancements.

Reporting & KPIs

• Maintain accurate reporting on estimating and sales performance, including:
• Monthly Estimating Performance Reports
• Fast Track, and Mini Project sales figures vs. targets
• Mini Project Target Reports for tracking order opportunities
• Weekly and monthly KPI tracking and performance summaries
• Maintain and update the SAP system to ensure all activity is logged and monitored.
• Provide insight and recommendations to improve processes, team effectiveness, and customer experience.

Cost Estimation and Preparation

• Analyse project requirements, materials, labour and overhead costs to develop detailed and accurate price estimates.
• Prepare professional and persuasive quotations, including cost breakdowns, project timelines and terms and conditions.
• Liaise with engineering to understand requirements for each stage of their quotation documentation.
• Ensure RFQ''s are issued in a timely manner.
• Expedite supplier quotes.

Sales Support

• Provide product information and technical details to customers as needed.

Order Processing

• Manage the order processing system, including entering sales orders, tracking shipments and ensuring timely delivery to customers.
• Collaborate with logistics and operations teams to co-ordinate product shipments and resolve any delivery issues.
• Create jobs from quotations and input data in to ERP system, providing support with operations and invoicing stages when required.

Customer Communication

• Act as a liaison between the sales team and customers, ensuring effective communication and addressing customer enquiries.
• Keep customers informed about order status, delivery timelines and any relevant updates.
• Manage customer expectations in the event of delays.

Technical Documentation

• Maintain accurate and up-to-date technical documentation, including product specifications, pricing and sales contracts.
• Ensure that all documentation complies with company standards and policies.

Sales Reporting

• Monitor sales reports, analysing key performance indicators and sales metrics.
• Provide insights and recommendations based on sales data to support decision-making.

Day to Day Tasks:

• All tasks relating to sales estimation following on from receipt of site paperwork documentation including: winning quotes, management of customer requirements relating to won/confirmed sales opportunities, ordering all parts relating to sales, raising PO''s for parts related to sales.
• Raising quotations, inclusive of sales analysis.
• End to end sales pipeline management.
• Communicating with customers and suppliers via telephone and email.
• General admin duties to support across the team where required.

What you''ll need to succeed Previous experince is essential


What you''ll get in return The opportunity to work for a fantastic organisation


What you need to do now


If you''re interested in this role, click ''apply now'' to forward an up-to-date copy of your CV, or call us now.
If this job isn''t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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