Customer Quotes Advisor

Overview

In this role you will convert service opportunities into confirmed appointments to drive revenue. You will manage the Service Quote CRM, coordinate with field teams, and leverage data insights to identify gaps and unlock new revenue opportunities. You will operate within the Customer Contact team to support growth and timely delivery of paid works. You will apply strategic planning and relationship-building to turn quotes into tangible outcomes, contributing to the company’s mission of efficient, decarbonized building systems.

Pay / Benefits

• Competitive salary
• 25 days annual leave + bank holidays off
• Holiday Purchase Scheme (buy up to 10 extra days)
• Pension plan (employer match)
• Life assurance
• Employee assistance program (EAP)

Responsibilities

• Manage and update the Service Quote CRM to meet KPIs
• Drive revenue by booking customer appointments and scheduling engineers
• Collaborate with field teams to ensure timely completion of paid works
• Use data insights to identify gaps, prioritise workloads, and unlock new revenue opportunities

Key requirements

• Strong time management and organisational skills
• Confidence in customer relationship management and strategic planning
• Ability to thrive in a fast-paced, target-driven environment
• Experience in conflict resolution and rapport building
• Sales or planning experience, ideally in field-based operations (desirable)

• conflict resolution
• rapport building
• communication
• strategic planning
• CRM systems
• data insights/analytics

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