Quote Spec Specialist

JR Metal Works LLC; Kewaunee (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

JR Metal Works LLC in Wisconsin is seeking a Quote Spec Specialist to support Solutions and Sales by coordinating customer information, maintaining accurate sales and project documentation, and ensuring timely communication with stakeholders.

The role serves as a connection point between customers, sales, and internal teams, demanding strong organization, attention to detail, and effective cross‑department communication to move opportunities forward.

Qualifications

• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and follow through on commitments.
• Comfortable working with CRM, document management, and other business systems.
• Ability to communicate effectively with both customers and internal teams.
• Strong problem-solving and critical-thinking skills.
• Ability to work independently while also collaborating across departments.
• Professional, positive, and customer-focused approach.
• Previous experience in sales support, customer service, coordination, administration, manufacturing, or a related field is preferred.

Responsibilities

• Coordinate purchase orders and customer meetings, ensure timely and professional communication through requests, surveys, agreements, and other documentation; maintain accurate customer records across systems; follow up on opportunities and help communicate customer needs internally.
• Maintain accurate customer, opportunity, quote, and order information; enter and update opportunities, RFQs, orders, and supporting documentation; keep project records current; support quote revisions and updates as opportunities develop.
• Support Sales pipeline organization; assist with calendar coordination and scheduling; maintain sales tracking information including relevant financial data; gather updates from internal teams; identify outstanding follow-ups to move opportunities forward.
• Monitor and prioritize incoming customer and internal communications; follow up with internal teams regarding quotes, orders, requests, and project updates; ensure information is not lost through timely communication.
• Prepare and distribute recurring sales and pipeline reports; provide administrative support to Solutions and Sales teams; assist with additional projects that improve team effectiveness.

Skills

Organizational skills

Communication skills

Attention to detail

Multitasking

CRM experience

Cross-department collaboration

Tools

CRM systems

Job description

Position Summary

The Quote Spec Specialist supports the Solutions and Sales teams by coordinating customer information, maintaining accurate sales and project documentation, supporting customer communication, and helping keep opportunities moving through the sales process.

This position serves as an important connection point between customers, sales, and internal teams. Success in this role requires strong follow-through, attention to detail, organization, and the ability to communicate effectively across departments.

Core Responsibilities

• Customer & Sales Support including processing and coordinating purchase orders; customer meetings or project discussions, support timely and professional communication through customer requests, surveys, agreements, and other documentation as needed; maintain accurate customer records and information across company systems; and follow up on active opportunities and help ensure customer needs are communicated internally.
• CRM & System Management including maintain accurate customer, opportunity, quote, and order information; enter and update sales opportunities, RFQs, orders, and supporting documentation; maintain organized and current project records; support quote revisions and updates as opportunities develop; and ensure important customer and project information is documented and communicated appropriately.
• Pipeline & Sales Support including supporting the Sales team with pipeline organization; assist with calendar coordination and scheduling for the sales team; maintain sales tracking information, including applicable financial or margin data; communicate with internal departments to gather project and opportunity updates; and help identify outstanding follow-ups and keep opportunities moving forward.
• Communication & Coordination including monitor and prioritize incoming customer and internal communications; follow up with internal teams regarding quotes, orders, customer requests, and project updates; and ensure information does not get lost between customers, sales, and internal teams through timely and solutions-focused communication.
• Reporting & Administrative Support including prepare and distribute recurring sales and pipeline reports for reporting and decision-making; provide administrative and coordination support to the Solutions and Sales teams as needed; and assist with additional projects that support the effectiveness and organization of the Solutions Team.

Qualifications & Skills

• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and follow through on commitments.
• Comfortable working with CRM, document management, and other business systems.
• Ability to communicate effectively with both customers and internal teams.
• Strong problem-solving and critical-thinking skills.
• Ability to work independently while also collaborating across departments.
• Professional, positive, and customer-focused approach.
• Previous experience in sales support, customer service, coordination, administration, manufacturing, or a related field is preferred.

What Success Looks Like

Career Growth & Development

JR Metal Works is committed to helping employees build long-term, rewarding careers. Each position is supported by a Position Information Sheet (PIS) that clearly outlines role expectations, skill milestones, and growth pathways.

Position Information Sheets provide transparency into:

• Performance and merit-based pay progression
• Skill and responsibility milestones
• Leadership growth and development opportunities
• Cross-training and internal advancement paths
• Training, certification, and professional development expectations

Advancement at JR Metal Works is based on demonstrated performance, skill mastery, accountability, and alignment with company values. Employees are encouraged to actively engage with their Position Information Sheet and leadership team to track progress and plan their next career step.

Why JR Metal Works?

At JR Metal Works, EVERYONE Matters. We believe great work comes from people who are willing to learn, communicate, take ownership, and help one another succeed.

If you are someone who enjoys organization, problem-solving, customer interaction, and being the person who keeps things moving, we want to hear from you.

Come build something that matters.

This job description is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties and responsibilities. Duties may change at any time with or without notice.

Employment with JR Metal Works is at-will and may be terminated by either the employee or the Company at any time, with or without cause or notice, in accordance with applicable law.

JR Metal Works is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants. Reasonable accommodations will be provided to qualified individuals with disabilities in accordance with applicable laws.

Employees are expected to comply with all company policies, safety procedures, and applicable federal, state, and local regulations. Nothing in this job description creates a contract of employment or guarantees compensation or advancement.