Technical Quotes Specialist - Hybrid & ERP Expert

CL&D Graphics LLC; Town of Hartland (WI); Hybrid; USD 48,000 - 62,000; Full time

Job summary

CL&D, a division of ProMach, Hartland, WI, seeks a Quote Specialist to coordinate technical, operational, and commercial details for quotes, from initial quoting through testing and transition to production. This hybrid role includes collaboration with Sales, Account Services, R&D, and Operations.

You will prepare specifications, graphics templates, and test roll orders, translate requirements into test specs, and maintain documentation in ERP/CRM systems.

Qualifications

• Associate degree and relevant experience related to the position; equivalent experience may be considered.
• Experience working with ERP systems and maintaining accurate data records.
• Exposure to manufacturing, printing, or technical quoting is preferred.
• Strong written and verbal communication skills, including the ability to explain technical and commercial information clearly.
• Strong numerical skills and confidence working with dimensions, specifications, pricing, and cost information.
• Basic algebra skills and proficiency using calculators and spreadsheets.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Strong organization and time-management skills with the ability to manage multiple detailed priorities.

Responsibilities

• Review requests for quotes from Sales and Account Services, identify missing or unclear information, and ensure requirements are complete before moving forward.
• Prepare accurate and timely quote documentation, including specifications, assumptions, materials, labor, processing, and outside vendor costs.
• Enter, maintain, and review project, quote, and customer information within CL&D's ERP and CRM systems.
• Create and manage qualification materials for new customers and projects, coordinating activities through testing, shipping, and approval.
• Create, review, and update technical drawings and templates using Adobe Illustrator.
• Communicate with customers and vendors to clarify information and maintain alignment on specifications and timelines.
• Support cross-training and process improvement initiatives within the New Business team.
• Partner with Research & Development to coordinate customer test requests and document technical requirements, timelines, and success criteria.
• Translate customer and Sales requirements into test specifications and help confirm feasibility based on CL&D's materials, processes, and capabilities.
• Serve as a liaison between Sales, Research & Development, and Operations by communicating test progress, results, adjustments, and approvals.
• Help transition approved test specifications into accurate, production-ready documentation.
• Maintain complete test specifications, revisions, project data, and approval records within the ERP system.

Skills

ERP systems

Excel / Word / Outlook

Communication skills

Analytical skills

Time management

Independent work

Cross-department collaboration

Adobe Illustrator

Education

Associate degree

Tools

Adobe Illustrator

Job description

CL&D, a division of ProMach, Hartland, WI, seeks a Quote Specialist to coordinate technical, operational, and commercial details for quotes, from initial quoting through testing and transition to production. This hybrid role includes collaboration with Sales, Account Services, R&D, and Operations.

You will prepare specifications, graphics templates, and test roll orders, translate requirements into test specs, and maintain documentation in ERP/CRM systems.