Sales Project Engineer

PierTech Systems, LLC; Chesterfield (MO); On-site; USD 85,000 - 120,000; Full time

Job summary

PierTech Systems, LLC in Missouri is seeking a Sales Project Engineer to bridge sales and engineering, from initial engagement through proposal, handoff, and closeout. You will translate customer needs into practical solutions and coordinate cross-functional teams to ensure successful project outcomes.

You will work with ERP/CRM systems (NetSuite, CRM) and develop technical documentation, estimates, and proposals. Occasional travel and a collaborative, customer-focused mindset are essential.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• Experience in sales engineering, project coordination, or a customer-facing technical role.
• Strong written and verbal communication with the ability to translate technical details.
• Proficiency with CRM and NetSuite or similar ERP systems.
• Ability to manage multiple opportunities and deadlines with attention to detail.

Responsibilities

• Partner with sales and customers to capture project requirements, timelines, and success criteria.
• Prepare scopes, budgets, estimates, proposals, and technical documents.
• Maintain records in NetSuite and CRM, tracking status, estimates, and correspondence.
• Coordinate with engineering, operations, procurement, vendors, and internal stakeholders.
• Deliver technical presentations and clear explanations of complex solutions.
• Track milestones, risks, changes, and commitments from pre-sale to closeout.
• Support reviews, order entry, kickoff, updates, and post-sale communications.
• Identify process improvements and system enhancements for better accuracy and efficiency.
• Maintain up-to-date knowledge of products, services, and industry trends.
• Determine feasibility of projects considering technical, scheduling, and financial constraints.

Skills

CRM experience

Communication skills

Project coordination

Customer-focused

Microsoft Office

Education

Bachelor's degree in Engineering

Equivalent experience considered

Tools

NetSuite

CRM systems

ERP systems

Excel

PowerPoint

Job description

The Sales Project Engineer serves as a key technical and commercial resource, supporting sales opportunities from initial customer engagement through proposal, project handoff, implementation coordination, and closeout. This role combines consultative selling, technical solution development, project coordination, and systems-driven follow-through. The ideal candidate is comfortable working in ERP and CRM systems, translating customer needs into practical solutions, and partnering with sales, operations, engineering, vendors, and customers to deliver successful project outcomes.

Key Responsibilities

• Partner with sales representatives and customers to understand project requirements, technical needs, timelines, commercial expectations, and success criteria.
• Prepare project scopes, budgets, estimates, quotations, proposals, and supporting technical documentation.
• Use NetSuite and CRM tools to maintain accurate opportunity records, customer information, project status, estimates, documentation, and follow-up activities.
• Coordinate with engineering, operations, procurement, vendors, subcontractors, and internal stakeholders to confirm feasibility, pricing, lead times, and delivery requirements.
• Provide technical presentations, product or solution recommendations, and clear explanations of complex concepts to customers and internal teams.
• Track project milestones, risks, open issues, change requests, and customer commitments from pre-sale through project handoff or completion.
• Support proposal reviews, order entry, project kickoffs, status updates, and post-sale communication to ensure customer expectations are met.
• Identify process improvements, sales enablement opportunities, and system enhancements that improve accuracy, efficiency, and customer experience.
• Maintain current knowledge of company products, services, industry trends, technical standards, and competitive offerings.
• Determine feasibility of projects based on technical, scheduling, and financial constraints.
• Serve as communications lead during the proposal and implementation stages.

Required Qualifications

• Bachelor's degree in Engineering, Construction Management, Project Management, or a related field; equivalent experience may be considered.
• Experience in sales engineering, project engineering, estimating, technical sales, project coordination, or a closely related customer-facing technical role.
• Working knowledge of CRM platforms and comfort using NetSuite or similar ERP systems for quotes, customer records, project tracking, reporting, or order management.
• Strong ability to read, interpret, and communicate technical information, drawings, specifications, requirements, or project documentation.
• Excellent written and verbal communication skills, including the ability to explain technical solutions to non-technical audiences.
• Strong organizational skills with the ability to manage multiple opportunities, deadlines, priorities, and project details simultaneously.
• Customer-focused mindset with strong problem-solving, follow-through, and collaboration skills.
• Proficiency with Microsoft Office applications, especially Excel, Word, Outlook, and PowerPoint.

Preferred Qualifications

• Hands-on experience with NetSuite CRM, NetSuite ERP, CRM, or similar sales and business systems.
• Experience supporting engineered products, industrial equipment, technology solutions, construction projects, manufacturing, distribution, or professional services.
• Experience preparing estimates, bills of material, project proposals, technical submittals, or customer-facing solution documentation.
• Familiarity with project management practices, including scope management, scheduling, risk tracking, change management, and stakeholder communication.
• Ability to analyze sales pipeline data, project metrics, and system reports to support forecasting and decision-making.
• Experience in creating automated work flows to optimize key reoccurring activities using AI platforms.

Core Competencies

• Technical aptitude and commercial awareness
• Consultative selling and customer discovery
• Project planning and cross-functional coordination
• Attention to detail and documentation accuracy
• CRM and NetSuite discipline
• Clear communication and professional presentation
• Ownership, accountability, and urgency

Work Environment and Expectations

This role may involve office-based work, customer meetings, site visits, vendor coordination, and occasional travel depending on business needs (less than 5% travel). The Sales Project Engineer is expected to maintain accurate system records, communicate proactively, support excellent customer experiences, and contribute to successful sales and project execution.