Report & Estimating Sales Coordinator - Key Accounts
Job in
Port Coquitlam, BC, Canada
Listed on 2026-09-12
Listing for:
Community Fire Prevention Ltd
Full Time
position Listed on 2026-09-12
Job specializations:
-
Administrative/Clerical
-
Engineering
Job Description & How to Apply Below
Report & Estimating Sales Coordinator
The bridge between Operations/Estimating and the client — generating draft quotes, processing inspection reports, drivingquotesand reports to “Good to send” and out to the client, and managing revisions.
Workflow coveragePrimary 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
- 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.
- Process inspection reports on completed work; ensure each report is complete and attached.
- Where deficiencies require a quote, route the scope to Estimating.
- 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.
- 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.
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