Responsibilities / Tasks
Capture, qualify, and load new leads into the CRM with complete and accurate information.
Maintain pipeline hygiene: update stages, activities, next steps, close reasons, and probability.
Support lead handover between Service Sales and Service Execution to ensure continuity.
Run standard CRM reports (pipeline, lead aging, activity tracking) and share weekly summaries with the team.
Schedule and log customer touchpoints, follow-ups, and internal actions in the CRM.
Prepare quote packs using approved templates (scope summary, pricing input sheets, deliverables, lead times, assumptions).
Consolidate technical inputs from engineering/service execution into a commercial quote format.
Support internal approvals by compiling required information (costs, margins, vendor quotes, logistics, exclusions).
Maintain a quote tracker (RFQ date, due date, status, value, probability, owner, next action).
Ensure quote documentation is stored correctly and version-controlled per team process.
Use I-base to validate and update installed base information (customer sites, equipment details, serial numbers, service history where available).
Link installed base information to CRM opportunities/leads to improve targeting and quote accuracy.
Support data cleansing initiatives: remove duplicates, standardize naming conventions, and close data gaps.
Liaise daily with Service Sales, Service Execution, Planning, Parts, Finance, and Supply Chain to unblock tasks.
Request and consolidate supplier/subcontractor quotations and track responses.
Coordinate internal meetings and ensure actions are recorded and followed up.
Support campaign or regional initiatives (e.g., installed base drives, service offers, customer visit planning).
Assist with customer communication (meeting scheduling, document sharing, basic follow-ups) under supervision.
Manage shared inbox/admin items where applicable: RFQs, NDAs, purchase order documentation requests, and customer onboarding forms.
Help prepare simple customer-ready documents: scope letters, service reports pack compilation, quote cover letters.
Keep folders, trackers, and registers up to date (quotes, orders, leads, call reports).
Identify repetitive admin tasks and suggest improvements (templates, checklists, trackers, dashboards).
Support basic process documentation for “how we do it in NPE Service” (CRM steps, quoting flow, installed base updates).
Contribute to data quality and reporting improvements to help the team make faster decisions.
CRM data accuracy and completeness (lead/opportunity fields consistently maintained).
Improved turnaround time on quotes through disciplined tracking and coordination.
Clean, reliable installed base and linkage between I-base and CRM records.
Clear weekly pipeline and quote status reporting.
Professional admin support that reduces workload on service sales and execution teams.
Your Profile / Qualifications
Matric (Grade 12) completed.
Diploma or Degree (completed or in progress) in Business, Engineering, Supply Chain, Finance, or a related field (advantageous)
Proficiency in Microsoft Office: Excel, Outlook, and Word (PowerPoint advantageous).
Comfortable working in CRM systems (any CRM exposure advantageous).
Professional, reliable, and able to handle confidential commercial information.
Proactive, improvement-minded, and willing to learn technical/service concepts.
Strong attention to detail, good admin discipline, and ability to work with confidential information.
Clear written and verbal communication skills (email, phone, internal coordination).
Reliable, organized, and able to manage multiple tasks and deadlines.
Did we spark your interest?
Then please click apply above to access our guided application process.
GEA is one of the largest technology suppliers for food processing and a wide range of other industries. The global group specializes in machinery, plants, as well as process technology and components.
GEA provides resource-efficient solutions for sophisticated production processes in diverse end-user markets and offers a comprehensive service portfolio.
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