Technical sales office for the coordination of planning requests for building technology (m/f/d)

Your chance with us Become part of our team and take a central role in the structured acceptance, technical audit and coordination of project planning requests in the field of building technology. In this function, you will ensure that inquiries from sales, external services or directly from customers are prepared completely, comprehensible and quality-proof for further processing. Activity description As a sales service in the coordination of project planning requests, you form the organizational and technical interface between sales, customers, technology and project planning. You examine in-depth inquiries using architecture, Heating, plumbing and execution plans and technical documentation Completeness, plausibility and projectability. In doing so, you can identify missing information, request them specifically, maintain the relevant project data in the CRM system and ensure a structured transfer to the projecting team. This provides the basis for efficient processes, reliable project processing and successful customer projects.

stepstone

Your duties Technical initial examination of incoming project planning requests from external service, sales or directly from customers with regard to completeness, plausibility and required plan documents. Reading, understanding and evaluating plans such as architectural, heating, sanitary and execution plans as well as technical drawings and documentation. Actively collect missing data, information and documents through clear, binding communication with customers, external services and internal contact persons. Preparation and qualified handover of fully tested project planning requests to the projecting team. Installation, maintenance of projects in the CRM system (Salesforce) including careful administrative processing of all relevant fields. Central coordination and interface function between sales, customers, technology and project planning. Participation in the optimization of internal processes, in particular for improving data quality, process reliability and processing efficiency. Complete technical or craft training, ideally related to building technology, SHK, TGA, construction or sanitary industry. Transversal beginners with a commercial background and a pronounced technical understanding are also welcome. Very good technical understanding as well as the ability to reliably understand technical relationships in the field of building technology. Secure reading and understanding of plans such as architecture, heating, sanitary and execution plans is explicitly the focus. Ability to develop the relevant information for project processing from plans, drawings and technical documentation. Embossed organizational ability, structured working and a high degree of care. Communication strength and service-oriented appearance in contact with customers, external services and internal departments. Safe handling of MS Office; Experiences with ERP and CRM systems (e.g. Salesforce) are desirable. Very good knowledge of German in word and writing; English skills are of advantage. Sensual task: You make an important contribution to smooth project processes and support customer projects in the field of energy-efficient and sustainable construction. Flexibility: Benefit from flexible working hours and the ability to work on mobile, for a good reconciliation of work and private life. Strong team culture: look forward to an esteeming, collegial cooperation and an environment in which cooperation and openness are raised. Individual development: We support your personal and professional development with appropriate training and development opportunities. Welcome culture: With a structured onboarding and an open team, we provide a good start.