What you will do
As a B2B Quotes Planning Coordinator, you’ll help drive revenue by managing service quotes through to confirmed appointments. Acting as the main customer contact, you’ll coordinate bookings, collaborate with field teams, and use data to identify opportunities and ensure a smooth, efficient process. Managing and updating the Service Quote Tool CRM to ensure all KPIs are met.
What we offer
Competitive Salary: Reflecting your skills and experience.
Flexible Leave Entitlement: 25 days of annual leave (pro-rated in hours) plus time off in lieu for any Bank Holidays worked.
Holiday Purchase Scheme: Buy up to 10 additional days, increasing your total annual entitlement to the equivalent of up to 35 days.
Comprehensive Benefits: Including pension plan (up to 7% employer contribution match), life assurance, employee assistance program, and referral scheme.
Exclusive Discounts: With high street brands, cycle-to-work scheme, and discounts on Johnson Controls security products.
Career Development: Extensive opportunities for growth and advancement.
How you will do it
Communicate clearly and professionally with customers, primarily via phone, to confirm appointments and follow up on outstanding quotes.
Prioritize and manage your workload effectively, ensuring aged and high-value work progresses through the sales journey.
Collaborate with engineers and field management to resolve scheduling conflicts and ensure all job requirements (permits, RAMS, equipment) are in place.
Use data and reporting tools to identify performance gaps and revenue opportunities.
Escalate risks to revenue delivery promptly and follow escalation processes meticulously.
What we look for
Required
Experience in a fast-paced, customer-focused environment
Excellent communication and rapport-building skills
Strong organizational and time management abilities
Resilience, tenacity, and the ability to work under pressure
Proficiency in CRM systems and dataa-driven decision-making
Preferred
Background in inside or field-based sales
Experience in planning or scheduling roles
Familiarity with field-based operations and B2B customer engagement
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