Quantity Surveyor, Estimator

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Optimal

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2003

💰 $2.5M Debt Financing on 2013-05

Optimal Investment Services is an independent investment management company based in Switzerland.

📋 Description

• The Estimator plays a vital role within our company, responsible for preparing detailed and accurate quotations for works. • They assess project specifications, scope, and costs, working closely with suppliers, subcontractors, and clients to gather pricing, evaluate materials, and ensure competitiveness. • Estimators not only represent the company externally but also contribute directly to its growth by securing new business through winning quotes. • Their work is critical to maintaining profitability, building client trust, and driving successful project delivery. • Proactively engaging with clients to encourage quotation opportunities, ensuring consistent client interaction to secure requests for quotations and detailed tender invitations. • Write and issue desktop quotation where possible by obtaining information to minimise costs • Attend site visits for quote scoping • Write and issue clear, itemised, step-by-step quotes using CRM system • Liaise with suppliers and subcontractors to ensure cost competitiveness • Follow up on outstanding quotes to improve conversion rates • Schedule quotation booking in the CRM ensuring correct trade, geography, and availability • Issue clear quote orders to engineers or supply chain with all necessary info • Coordinate materials, access arrangements, and client communications • Act as single point of contact for the client throughout the job lifecycle • Conduct quality checks (photos, feedback, completion verification) • Resolve issues proactively and escalate where necessary • Provide job summaries and updates to clients as required • Hit weekly and monthly KPIs: Quote turnaround and conversion rate 25% • Participate in daily stand-ups and report performance metrics • Continuously seek ways to improve speed, accuracy, and customer experience

🎯 Requirements

• Experience in Construction & Refurbishment: Background in property maintenance, residential/commercial refurbishments, or construction—ideally in roles such as Project Manager, Estimator, Quantity Surveyor, or similar. • Industry Knowledge: Strong understanding of how building services operate—from quoting to project delivery—and a clear grasp of trade workflows and client expectations. • Commercially Driven: Confident managing project costs, quoting for works, and driving revenue through proactive client management. • Excellent Communicator: Able to communicate clearly and professionally with clients, suppliers, subcontractors, and internal teams—both in writing and over the phone. • Highly Organised: Skilled at juggling multiple projects, quotes, and job schedules with accuracy and attention to detail. • Tech-Savvy: Comfortable using CRM systems, scheduling platforms, and Microsoft 365 to track and manage your workflow. • Calm Under Pressure: Able to prioritise effectively and keep things moving even when deadlines are tight or issues arise. • Ownership Mentality: A proactive self-starter who takes full responsibility for outcomes and looks for ways to improve processes and performance.