The overall objective of this position is to assist the sales and estimating departments with the accurate and timely administration, processing, formulation, and reporting of sales data and proposals in order to help build relationships and meet client expectations.

• Support the sales and estimating managers during meetings, recording meeting minutes, and taking action items.
• Generate Sales/Estimating reports with accurate and timely information to track progress and support decision making
• Provide general administrative support to the Sales, Estimating department.
• Support Point Eight Power’s growth goals by performing order entry functions, assisting and entering incoming request for quotations, and maintaining estimating data and documents in the CRM for access by Estimators, Project Managers, Account Managers and Accounting.
• Effectively communicate with the Project Managers, Estimators, Account Managers, Accounting & Corporate Credit Departments to complete the order entry and change order processes by recording data accurately and consistently within the CRM System.
• Organize and maintain all estimating quotation folders and project folders for both active and archived projects.
• Enable effective workflows and support optimal operational costs by ensuring that all departmental supplies are well-organized and maintained at healthy inventory levels.
• Ensure a positive client experience by setting up conference/meeting rooms with appropriate equipment, materials and food and beverage when clients make onsite visits to Point Eight Power as requested. Continually increase quality and effectiveness by implementing approved process improvement initiatives including process mapping and entries/updates to the CRM (IFS) and material pricing spreadsheets.
• Support the company mission of being “best in class” by accurately modeling and representing the PEP brand, mission, vision, values.

Required Skills

· Intrapersonal Skills: Self-motivated and able to identify, examine, and resolve issues independently from others. Holds a strong regard for guidelines, procedures, and integrity.

· Verbal & Written Communication Skills - This position requires intermediate skills (Ability to read, analyze, and interpret general business documents and excel spreadsheets. Ability to create/update excel spreadsheets and graph. Ability to effectively present information and respond to questions from groups of managers,clients, and the general public). Excellent cross-functional team skills. Able to manage multiple priorities and deadlines to drive results.

· Math Skills - This position requires intermediate skills (calculate figures/discounts, proportions, area, basic descriptive statistics, etc.)

· Computers and Electronics — Knowledge of computer hardware and software, including applications and programming such as Microsoft Office Business Suite, Excel, CRM software, and Adobe Acrobat software, knowledge of accounting software.

Accuracy - This position requires attention to details and ability to check your own work for accuracy.

Required Experience

• One to three years of office administration, accounting or clerical experience, required.
• Two years of experience working with Client Relationship Management (CRM) software, such as IFS, preferred.

· Intrapersonal Skills: Self-motivated and able to identify, examine, and resolve issues independently from others. Holds a strong regard for guidelines, procedures, and integrity.

· Verbal & Written Communication Skills - This position requires intermediate skills (Ability to read, analyze, and interpret general business documents and excel spreadsheets. Ability to create/update excel spreadsheets and graph. Ability to effectively present information and respond to questions from groups of managers,clients, and the general public). Excellent cross-functional team skills. Able to manage multiple priorities and deadlines to drive results.

· Math Skills - This position requires intermediate skills (calculate figures/discounts, proportions, area, basic descriptive statistics, etc.)

· Computers and Electronics — Knowledge of computer hardware and software, including applications and programming such as Microsoft Office Business Suite, Excel, CRM software, and Adobe Acrobat software, knowledge of accounting software.

Accuracy - This position requires attention to details and ability to check your own work for accuracy.