Proposals Specialist
Required skills
- quote requests
- customer
- technically sound response
- project status
- District Sales Managers
- prepare quotes
- Product Managers
- Product Architects
- Production Engineering
- proposal drawing
Nice to have
- 4-year Technical Degree
- 2-year Technical Degree
- equivalent experience
- converting systems
- equipment
- markets served
Role summary
The Proposals Specialist manages the quote request process from initial inquiry to customer delivery. This role involves assessing customer requirements, developing technically sound responses, preparing detailed quotes, specifications, and cost estimates. It requires close collaboration with various internal teams (Sales, Product Management, Engineering, Operations) and external vendors. The specialist will also maintain proposal records and documentation. Proficiency in Microsoft Office, AutoCAD, and SolidWorks is necessary, with a preference for a technical degree and experience in systems engineering. Strong communication, organizational, and detail-oriented skills are essential for handling multiple projects accurately.
KEY RESPONSIBILITIES:
- Manage quote requests from inquiry to customer.
- Drive assessment of customer process requirements to develop a technically sound response.
- Communicate current project status to District Sales Managers and customers when necessary.
- Contact the customer for follow-up or additional information when necessary.
- Prepare quotes working with Product Managers, Product Architects, District Sales Managers, Production Engineering and Operations when necessary.
- Prepare proposal drawing of required equipment. (NY only)
- Prepare specification of required equipment.
- Prepare cost estimates of required equipment.
- Request vendor quotes for major components and follow-up as necessary.
- Ensure Engineering hour estimates have been reviewed by appropriate Engineering Managers.
- Ensure Manufacturing hour estimates have been reviewed by appropriate Operations Managers.
- Obtain delivery estimates from Scheduling for inclusion in specification.
- Ensure the quote package meets customer requirements.
- Work with Product Line Leaders to obtain necessary Management approvals prior to forwarding to Sales/Customer.
- Travel as required for customer meetings, training, etc.
- Maintain proposal records and documentation.
- Represent Proposal group as required.
- Other duties as assigned by supervisor/manager
- Awareness of ISO 9001:2015, ISO 14001:2015, EHS&S programs
REQUIREMENTS AND SKILLS:
- Education: 4-year Technical Degree preferred (a 2-year Technical Degree or equivalent experience considered)
- Technical: Familiarity with converting systems, equipment and markets served preferred
- Proficiency in Microsoft Office applications, Excel and Word specifically
- Proficiency in Autodesk AutoCAD and SolidWorks (NY only)
- Strong communication and organizational skills
- Able to handle multiple projects simultaneously
- Detail-oriented with a focus on accuracy
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