Proposal Manager
6 days ago
CNS Engineering Service offers a wide range of engineering and construction solutions, bringing innovation and expertise to the sector through our diverse portfolio of consultancy, hardware, software, and services.
We provide comprehensive Building Information Modelling and CAD services that simplify construction processes, increasing efficiency and reducing costs. Our experienced team generates and manages digital 3D models to automate project decision-making.
Established in 1987, we have over 35 years of experience in providing expert engineering solutions.
Main Duties- Verify customer details, visit websites, make calls, and collect work location information to prepare accurate quotes for each enquiry.
- Work with Sales Managers to develop and manage proposals and service agreements, ensuring CNS-approved formats are used, including all terms and conditions.
- Ensure costing sheet approval for each quote before sending proposals to customers.
- Follow up on all proposal submissions with a call to the customer to confirm receipt and initial feedback.
- In case of service commencement based on email confirmation, track opportunities and secure LPOs, Contracts, or PDCs within one week from service start. If not, suspend services within a week.
- Oversee documentation with customers - LPOs, Contracts, TL, VAT, CAF, etc.
- Verify orders, including customer documents and payment details, and acknowledge receipt.
- Notify the billing department upon receipt of an LPO or Contract, adding start and end dates to the Staff Assignment and Control sheet.
- Contact customers 10 days in advance of LPO or Contract end date to follow up on extension orders or demobilization notice.
- Inform Lead TA and Business Partner about extension or demobilization notice and update the billing department to add to the Staff Assignment and Control sheet.
- If an extension of service is received via email confirmation, verify the validity of the LPO or Contract with Lead Business Finance regarding billing.
- The grace period for extension of service is 10 business days within which documentation should be completed or stop service.
- Assign serial numbers and dates for all proposals and contracts, storing them in an easily retrievable manner supported by costing sheets.
- Provide all customer proposals, contracts, order confirmations, Credit applications forms, Trade license copies, vendor registration, and VAT certificates for audit purposes.
- Submit all proposals and quotes before due dates for RFQs. Respond to standard enquiries same day or latest next day.
- Coordinate sales appointments and customer visits when necessary.
- Coordinate service commencement with HR operations manager.
- Update HR operations manager on daily order confirmations and service commencement requirements.
- Attend weekly meetings with Lead business Finance and Lead TA and BP to discuss weekly staff assignments, service started, extension/demobilization notice, etc.
- Attend weekly meetings with Lead business finance, Billing Specialist, and HR and Operations Manager to review pending billing and update actions taken.
- Support Debt collector with supporting documents like customer order, contract copies, contact details to ensure collection of due monies.
- Project a positive image of the company with customers, maintaining a polite and courteous demeanor.
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