Quote-to-Order Sales Support Specialist

CD

Fife (WA)

On-site

USD 50,000 - 80,000

Full time

14 days+

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Job summary

CDI Custom Curb Adapters is seeking a highly organized Sales Support Representative to back Regional Sales. You will process orders, prepare quotes, and coordinate with Engineering, Production, and Logistics to keep quotes moving from quote to delivery.

The role emphasizes attention to detail, interpreting drawings and HVAC-related specs, and providing timely, professional communication to customers. 2+ years in sales support or drafting is preferred; experience with CRM and ERP systems is a

Qualifications

High school diploma or equivalent required; additional education in business, engineering, drafting, estimating, or related field is a plus.
2+ years of experience in sales support, customer service, estimating, quoting, order management, engineering support, drafting, manufacturing, or related role preferred.
Experience preparing quotes, estimates, or proposals is strongly preferred.
Experience interpreting engineering or mechanical drawings is strongly preferred.
Experience with HVAC equipment, sheet metal, curb adapters, construction, manufacturing, or related industries is a plus.

Responsibilities

Process and manage incoming customer orders for the assigned plant and sales territory.
Prepare accurate customer quotes based on provided specifications, measurements, drawings, equipment information, and project requirements.
Review customer requests to identify products, materials, dimensions, configurations, and other information required to develop an accurate quote.
Collaborate with Regional Sales Representatives, Engineering, Production, and other internal teams to gather information needed for complex or non-standard quotes.
Review drawings, equipment schedules, specifications, and other technical documents to determine quoting requirements.
Identify missing, conflicting, or unclear information before a quote is released to the customer.
Calculate pricing based on CDI products, materials, labor, production requirements, freight, and other applicable costs.
Generate, track, revise, and follow up on sales quotes, proposals, and bids.
Convert approved quotes into accurate customer orders while ensuring all quoted specifications and requirements are carried through to order entry.
Maintain accurate records of quotes, revisions, pricing, and customer requirements within CDI's CRM and management systems.
Recognize when a quote requires additional engineering review or approval and coordinate with the appropriate CDI team member.
Assist Regional Sales Representatives with pricing, quoting, order entry, customer follow-up, and technical information.