Client Experience Associate I, Estimator

Overview

We are One Workplace. We believe that people with a purpose need a place to be their best. From Seattle area skyscrapers to the Pacific Northwest’s premier Universities and medical facilities, we design insightful spaces with the latest technology providing our clients an environment that embodies their image and encourages success. Our drive to support our clients has helped us expand our footprint and now it’s time to expand our team.

 

One Workplace is committed to the development of empathetic leaders, diversification of talent and increased representation at every level of our business. We believe in cultivating a culture of inclusion and are dedicated to building and retaining teams through removing unnecessary barriers to employment and providing opportunities for career growth. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status.

 

Compensation range: $80,000-$92,000/year

 

One Workplace Benefits:

• 15 days of PTO
• 9 Paid holidays
• Medical/Dental/Vision Insurance
• Profit Sharing
• 401k + Employer Match
• Wellness App with reimbursement of up to $500/year

Position Summary

Location: Santa Clara, CA or SFBA

 

The Client Experience Associate, Estimator, is a critical member of the CX Team responsible for providing support for the RFP process, and new business.  In addition, the CEA will support client engagements, CX process development, and refinement. The role requires someone who is detail-oriented, self-motivated, and capable of managing a wide range of responsibilities. This position demands strong organizational skills, a proactive attitude, and the ability to manage multiple tasks and deadlines. Other sales support tasks will be assigned as workload permits.

 

Key Responsibilities

RFP Management & Support:RFP Kick-off Meetings: Participate in initial RFP meetings. Participate in the initial project kick-off meetings, ensuring that all stakeholders are aligned on timelines, responsibilities, and deliverables.

Works with Leadership on pricing strategy.

Manages pricing and pricing requests.Collaborate with Leadership on pricing, margins, and formatting pricing and proposals.Prepare reports, such as, Product Mix Report.Maintain and organize all pricing request records and relevant documentation.  Manages all files for future reference and hand-off.

Ensure smooth onboarding, transitioning information and documents to the team responsible for managing the project.Support Leadership by participating in mid-RFP process reviews and audits to assess project deliverables.Participate in the refinement of internal processes to increase workflow efficiency and support continuous improvement.

 

Qualifications & Skills

Education: Bachelor’s degree or equivalent, or at least three years of relevant experience in the industry.Key Skills:- Strong product knowledge.- Excellent oral and written communication.- High attention to detail.- Proficient in Microsoft Office and internal ordering systems.- Ability to work independently and as part of a team.- Attributes:- Self-motivated with strong time management skills.- Ability to work under pressure and solve problems effectively.- Ability to foster positive relationships both internally and externally.

 

Physical Requirements & Work Environment

- Physical Demands: Ability to move between the office and warehouse, and handle tasks that require reading, writing, and basic math.- Work Environment: Primarily office-based with occasional exposure to warehouse environments where noise levels may be higher.

 

Success in the Role

-Proactive: Ability to anticipate needs, manage multiple projects, and stay on top of tasks.- Organized: Strong organizational and time-management skills, with the ability to prioritize and track crucial information.- Customer-Oriented: Passion for delivering excellent service to both internal teams and external clients.- Adaptable: Comfortable with change, especially in a fast-paced environment, and eager to take on new challenges.

 

Role Impact:The Client Experience Associate, Estimator, plays a pivotal role in ensuring the pricing is accurate, competitive and clear.  They are instrumental in making the project pursuit a success. This role directly impacts the success of business development initiatives by supporting internal teams and ensuring operational excellence.