Quoting & Configuration Specialist
Role details
Job location
Tech stack
Job description
Responsible to manage interdepartmental processes such as departmental PCO, Kickoff meeting, and control CSR creation and maintenance. Responsible to prepare quotations, review/process orders, generate sales leads, respond to customer requests, and follow-up on progress of prospective sales. Provide support for Regional Sales Application Managers, Sales Representatives, and other CTS personnel., Quoting:
- Coordinate the gathering of all relevant information required to formulate and submit
- responses to customer quotation requests.
- Work with the project team to identify, assess and mitigate project risks.
- Overcome technical and business objections of prospective customers emphasizing salable product features.
- Interface with clients to analyze market receptiveness to product and price mix.
- Maintain quote templates to ensure consistency of quoting across the CTS department.
- Prepare quotations and process sales orders entered primarily for Controls, and support Relays as required.
- Estimate date of delivery to customers based on knowledge of our production and delivery schedules.
- Investigate and resolve customer problems with deliveries.
- Assist in the investigation and resolution of customer application and product problems.
- Enter new customer data and other sales data for current customers into Company ERP system.
- Order product demos for qualified customers on request.
- Build and maintain customer relationships.
- Comply with all work rules including but not limited to, the Company's safety and attendance policies.
Configuration:
Manage customer specified new control cabinet configurations including gathering customer requirements and translating them into a cabinet configuration that meets their needs. This may include research into accessories and interfacing closely with design engineering.
Requirements
- Degree in Marketing, Business, or technical, or four years' equivalent work experience with similar products/industry.
Skills and Knowledge
- Proficient with previous and current versions of the Full Microsoft Office Professional Suite. Beckwith Worksheets are maintained in Microsoft Excel. Advanced Excel programming is considered a plus.
- Demonstrated knowledge of SAP a plus.
- Must be able to work in a dynamic, fast-paced environment.
- Strong organizational and follow-through skills.
- Demonstrate attention to detail.
- Excellent project management skills. Ability to manage projects, plan schedules and motivate groups to achieve department deliverables within time constraints.
- The ability to read and understand electrical and electronic schematics, specifications, and reference materials is a plus.
- The ability to interview and understand engineers and technicians.
Equipment/Tools
- Telephone, computer, printer, copier, calculator.