Sr Client Experience Specialist, New Business 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

Location: Santa Clara, CA or SFBA

Position Summary

Overview/Position Summary

• New Business Support Focus:
• RFP Pricing Support
• Issues Pricing Requests
• Created Product Mix Report for Steelcase CDA Creation
• Support Head of Strategy and Account Development in requesting CDA from Steelcase when needed
• Maintains and Owns the File Keeping of Pricing Requests

 

Client Experience Focus:

• Assures team get Client/Customer Set Up Completed Accordingly.
• Project Assignment (Internal) Kick-off Meeting Owner
• Owns Initial Meeting Agenda with Project Kick-off Check List
• Mid-way check points | QC Checks with Audits, Plans, etc.
• Supports Director or Manager of CEM(s) to schedule mid-way Leadership review of project
• deliverables + oversite of audits, etc.
• Process Development Focus:
• OWP Warehouse + Installation Team Changes Continued Training
• Billing Changes Continued Training

 

Major Duties/Responsibilities:

• Learn and gain expertise in utilizing templates to further the furniture RFP process by: attending NBD sales calls with Head of Strategy and Account Development, co-create schedules, budget development, foster relationships with reps, methods of project management, and correspondence with key members of the team (designers, clients, contractors, etc).
• Take initiative and assist Head of Strategy and Account Development with product research, pricing and lead-time information.
• Illustrate proficiency using our ordering system by creating sales quotes and convert to sales orders. Critical contributor to team effort by working closely with Head of Strategy and Account Development to serve NBD efforts. This person will face unexpected problems and deadlines as well as numerous interruptions.
• Must communicate effectively, be organized and take initiative while having a positive attitude. All responsibilities to be performed with varying amounts of supervision and a high level of self-motivation.

Qualifications:

• Bachelor of Arts degree (B.A.) or equivalent from a four-year college; or at least three years related experience or training; or equivalent combination of education and experience

 

Knowledge/Skills/Abilities

• Product knowledge, excellent client service skills; professional oral and written communication skills; strong organizational and time management skills; strong attention to detail/accuracy; self-motivation; resourcefulness; ability to function in a team environment; positive and professional attitude. Knowledge of internal ordering systems desired.
• High attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to provide excellent customer service and foster both internal and external relationships
• Must be able to effectively solve problems and make decisions in the best interest of
• One Workplace and the client. Maintain professionalism under pressure.
• Excellent knowledge of Microsoft Office systems with the ability to learn an internal system