The Solutions Engineer is a key technical resource responsible for developing accurate project estimates and ensuring alignment with client and project requirements. This role collaborates closely with sales teams and global representative to gather information, research material specifications, and produce tailored estimates that support project success.
Location
Southlake, TX
Employment Type
Full Time
Department
Sales
QUALIFICATIONS/ABILITIES
• Bachelors degree in engineering, architecture, construction management or a related field preferred
• Proficiency in estimating software, CAD, or similar design and visualization tools.
• Strong understanding of material specifications, industry standards, and project lifecycle processes.
• Familiarity with construction or manufacturing industry practices is a plus
• Ability to analyze project details, specifications, and requirements to produce accurate and comprehensive estimates.
• Strong verbal and written communication skills for interacting with sales teams and global representative, and stakeholders.
• Ability to manage multiple projects and deadlines efficiently
• Exceptional attention to detail to ensure estimates and project documentation are accurate and complete.
• Proficiency in CRM tools and Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with the elevator construction, or similar industries is beneficial.
• Required ISO training to include: ISO 9001, ISO 14001 and ISO 45001
PRIMARY RESPONSIBILITIES
1. Project Information Management:
• Receive project details from Sales Executives, Global Representative, or Continuity Sales Managers.
• Review and analyze project information to understand the scope and objectives.
2. Material Specification Research:
• Research and verify material specifications to align with project requirements.
• Ensure all materials meet industry standards and project specific needs.
3. Estimate Production:
• Develop accurate and comprehensive project estimates.
• Request additional information or clarification from stakeholders to produce clean and precise estimates.
4. Sketch development:
a. Create detailed sketches to accompany estimates, ensuring clear communication of project concepts and requirements.
5. Collaboration with Sales Team
• Submit completes estimates and sketches to Sales Representative for final review and client presentation.
• Provide technical insights and support as needed during hand off process.
6. Documentation and Communication:
• Maintain organized records of project estimates, sketches and communications.
• Ensure timely communication with all stakeholders to address questions or resolve discrepancies