Bid Desk Analyst

The Bid Desk Analyst is responsible for the quote state from the beginning through the completion of the Motili Work Order process. Serves as the HVAC Specialist within the MotiliBid Desk team; will be responsible to provide industry knowledge to colleagues, including on-the-job HVAC training, installation application, and answer contractor questions / concerns as they pertain to the job at hand.  The analyst reviews all contractor quotes and submits to clients for approval based on a series of rules (Pricing, Labor, equipment, etc.) This role has advanced HVAC product knowledge and the ability to work with finance for clients on the final quote. Adheres to Motili Inc.Company culture related to respect for the individual, service to our customers and striving for excellence.

Position Responsibilities may include;

- Responsible for reviewing and revising quotes submitted by contractors

- Responsible for oversite of contractor payout is fair and reasonable on repair/replace installation

- Ensure quotes in final form are thorough, accurate, and reflect the proper balance between contractor desires and organizational objectives

- Perform cost analysis for potential and existing quotes to evaluate profitability and potential opportunity

- Confirm additional work suggested by technician outside of a standard repair or replacement ensuring all costs to client are valid and instruct technicians on application functions

- Provide feedback for contractors when a quote requires revising; if the client has rejected it for any reason, or if the Bid Desk team determines that the quote submitted does not encompass the entire scope of work

- Confirm on-site, pre-approved repairs are justified and ensure code, licensing, and permitting compliance

- Review accuracy of equipment and part selection as it applies to the installation and ensure product selection meets AHRI guidelines Explain selections based on current system conditions or current municipality code requirements

- Enforce flat rate repair / replace pricing schedule and ensure client pricing aligns with contractual agreement

- Verify items on the quote are justified with photo reviews and submit reviewed quotes to clients

- Serve as the liaison for any questions that may arise from the quoting process and demonstrate knowledge of the equipment / part selection and how the system functions

- Understand and own margin per job; by client, while working with the Sales team

- Effectively adhere to policy and procedures in compliance with Company policy and the law

- Maintain clean, professional, and safe work environment; creating an environment that welcomes others

- Collaborate with others to exchange information; receive or give direction; and effectively work as part of a team

- Support team in meetings to present new ideas, changes in product, or enhance Bid Desk experience

- Participate in additional projects/activities to support ongoing business needs

Nature & Scope:

- Works within well-defined instructions

- Uses established procedures and works under supervision to perform assigned tasks

- Work is closely supervised

Knowledge & Skills:

- Holds advance HVAC knowledge, AHRI matchup, application system(s), code requirements and understands, approves the installation prior to submissions to the client

- Demonstrated experience managing client relationships in a complex, fast-paced environment including the ability to communicate directly to clients

- Strong negotiation and influencing skills including conflict resolution with ability to establish positive work relationships

- Clear, concise, and professional verbal and written communication skills including effective listening skills

- Verifiable background in superb customer service and relationship management skills

- Ability to think critically; de-escalate issues that may arise with a contractor

- Strong analytical and problem solving skills including high level of attention to detail and accuracy

- Effective organizational skills and time management skills including ability to prioritize and multi-task

- Proficiency with keyboarding skills, MS Office – Outlook, Excel, Word, PowerPoint - Ability to use Email, calendar scheduling, creating, and updating spreadsheets

- Ability to apply good judgement and strong work ethics and integrity on the job

Competency:

Experience:

2-3 years’ heating & air conditioning – required

Education/Certification:

- High school diploma or GED equivalent

- HVAC certification preferred

People Management: No

Physical Requirements / Work Environment:

- Must be able to perform essential responsibilities with or without reasonable accommodations

- Ability to lift 20 Lbs. on an infrequent basis

Reports To:

- Department Supervisor/Manager

The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.