Inside Sales Rep

TRACHTE BUILDING SYSTEMS; Town of Sun Prairie (WI); On-site; USD 42,000 - 66,000; Full time

Job summary

TRACHTE BUILDING SYSTEMS in Sun Prairie, WI is seeking a pricing and orders coordinator to support Regional Sales Managers. You will prepare budgets, quotes, site plans, and manage order information using AutoCAD, Navision and CRM systems.

You will read plans, verify quantities, reflect pricing, and coordinate with internal departments to ensure accurate proposals and timely order entry.

Qualifications

• Associates degree or higher; 1–3 years in building/construction preferred.
• Ability to read plans, understand scope, and work with quantities and pricing.
• Strong organization and customer communication skills.

Responsibilities

• Input customer info into CRM, site plan database, and sales systems.
• Identify local building codes and ensure quotes reflect requirements.
• Prepare budgets, quotes, and proposal revisions with pricing tools; verify quantities and freight.
• Create site plans for facilities using AutoCAD; create drawings and layouts.
• Enter preliminary order information into Navision for contracts and action by sales support.
• Facilitate order process by coordinating with customer and internal departments.

Skills

Resilience

Communication skills

Building systems

Excel

AutoCAD

CRM software

ERP systems

Microsoft Office

Education

Associate degree

Building/construction experience

Tools

Navision

AutoCAD

Job description

Job Details: Job Location: Comm III - Sun Prairie, WI 53590, Position Type: Full Time, Job Shift: Office - Days, This position will support the Regional Sales Managers by providing pricing, proposal documentation and facilitating order entry of building proposals. The role is directly responsible for developing preliminary layouts, maintaining opportunity records, and coordinating complete order information while responding to customer requests.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Input customer information into CRM, the site plan database and other sales and business information systems
• Identify local, county or state building codes and ensure quotes accurately reflect requirements
• Prepare budgets, quotes, and proposal revisions using approved pricing tools. Verify quantities, scope, options, adders, deducts, exclusions, and freight assumptions, including truckload requirements.
• Create site plans for new or existing facilities utilizing AutoCAD
• Create building drawings and layouts utilizing AutoCAD
• Enter preliminary order information into Navision ensuring accuracy and completeness – info that is transferred to sales support, who use to make contracts
• Facilitate order process by communicating with both customer and internal departments

Qualifications: QUALIFICATIONS

• Demonstrated resilience and ability to work in high demand environments
• Ability to effectively and professionally communicate with internal and external customers
• Knowledge of building systems, structural design, products and services.
• Experience with Microsoft Office products including CRM, and Excel would be preferred.
• AutoCAD proficiency preferred, with willingness to develop required layout skills.
• Demonstrated proficiency with Excel and Microsoft Office; experience with CRM and ERP systems preferred.

EDUCATION/EXPERIENCE

• Associates Degree, experience may be considered in lieu of degree
• 1-3 Building or construction industry experience required
• Ability to read plans, understand scope, and work with quantities and pricing
• Strong organization, attention to detail, customer communication, and ability to prioritize concurrent requests.