Estimating & CRM Administrator

Department: Estimating / Pre‑Contracts

Zenith is looking for a highly organised, detail‑driven Estimating & CRM Administrator to support our estimating team.

This role is central to how enquiries, quotes, and client data flow through the business. The successful candidate will help ensure our estimating workload is well organised, our CRM data is accurate, and our internal systems are kept up to date and audit‑ready.

About the Role

The Estimating & CRM Administrator supports the estimating process from initial enquiry through to quote issue and outcome logging. You will play a key part in:

• Coordinating enquiry intake and tracking progress
• Maintaining the estimating planner and databases
• Ensuring client, site and contact data is accurate and consistent
• Supporting pre‑contract and bid administration activities

You will work closely with Estimating team, and the wider business development and compliance teams.

This is a process‑driven role with clear procedures, structured training and scope for progression.

Key Responsibilities

Estimating Administration

• Open and log new enquiries and opportunities within agreed timeframes
• Log quotations accurately and update outcomes (won, lost, cancelled)
• Maintain and update the Estimating Planner and trackers
• Prepare information and documentation for estimating meetings and site visits
• Issue agendas, minutes and follow‑up actions where required

CRM & Client Data

• Log and maintain client, contact, site and asset data within the CRM system
• Carry out routine data checks to ensure information is accurate for reporting
• Log bid feedback, client feedback and competitor information as required

Mailbox & Information Management

• Process shared mailboxes, triaging, categorising and filing correspondence correctly
• Ensure documents are saved in the correct client and project locations

Bid & Pre‑Contract Support

• Log and issue clarification requests and responses
• Support tender administration and document control
• Work alongside the Bid Assistant on bid‑related administration when required

Procedures & Continuous Improvement

• Follow established procedures and help keep guides up to date
• Flag errors, gaps or process improvements to the Estimating Manager

About You

This role would suit someone who is organised, reliable and comfortable working with data and structured processes.

Essential

• Strong attention to detail and accuracy
• Confident using Microsoft Outlook, Word and Excel
• Able to manage multiple tasks and deadlines
• Clear written communication skills

Desirable

• Experience in an admin, estimating, construction, engineering or commercial environment
• Experience working with CRM systems, trackers or SharePoint
• Interest in developing towards an estimating, pre‑contracts or commercial support role

Training & Development

Training is tailored to experience level and may include:

• Microsoft Office and Excel (beginner to advanced)
• CRM systems and data governance
• Introduction to tendering and estimating processes
• ISO awareness and business systems training

An apprenticeship route is available where appropriate, with progression opportunities over time.

What This Role Offers

• Clear responsibilities and defined processes
• Strong support and training from an experienced estimating team
• Exposure to estimating, pre‑contracts and commercial workflows
• A genuine progression pathway for the right candidate