Essential Duties and Responsibilities
(This description is intended to provide a general statement as to the normal duties and responsibilities of the job and is not intended to be all inclusive and is subject to change; other duties may be assigned.)

  • Generates equipment pricing thru the C&M Quote System and installation pricing thru Excel worksheets
  • Generates quotation documents, including Operation Overviews, and submits quote transmission instructions and/or mails quote(s) to customers and Outside Sales representative
  • Reviews sales drawings and works with Outside Sales representatives, CAD operators, vendors, other internal departments and customers regarding issues, problems and questions to establish a system that meets the application requirements
  • Reviews purchase orders/contracts, processes order acknowledgements, generates project summaries and requests ship dates
  • Requests ship dates for current quotes which may become orders
  • Compiles information from quotes which may be beneficial to other departments in the applicable WOP (Work Order Processing) folder
  • Generates sales-related reports on an “as needed” basis
  • Logs quotes/drawings into the C&M Quote System and releases completed quotes/drawing-only from the C&M Quote System
  • Receives drawings/quote requests from Outside Sales representative /customers, creates sales drawings, contacts machine vendors to request information/drawings, and performs related updates as needed
  • Uses Installation reports to update Base Drawings as required as well as create base layouts of new and existing plants
  • Researches information on machines and equipment
  • Travels to job sites to take/confirm field measurements
  • Performs cycle time analysis for equipment
  • Performs safety and housekeeping duties
  • Participates in required training and applies safety skills/knowledge
  • Participates in continuous improvement teams and/or empowerment teams
  • Utilizes S.P.C. tools including gauging and other quality tools
  • Accurately completes required documentation
  • Participates in training of co-workers in all aspects of job responsibilities
  • Performs other duties and responsibilities as assigned by the Inside Sales Manager or the VP of Inside Sales

Essential Skills and Abilities

  • Minimum two year degree in related field preferred
  • Proficient with AutoCAD (current versions)
  • Proficient with Microsoft Office products
  • Familiar with material handling systems design (or equivalent)
  • Project and solution oriented
  • Proficiency in reading tape measures and other measuring devices
  • Proficiency in basic mathematics (fractions, decimals, conversions, etc.)
  • Skill and ability to read mechanical blueprints and electrical schematics

Physical Demands and Work Environment

  • This position will require the following: walking, sitting, using hands and fingers to handle or feel objects/tools/controls, using vibratory tools, reaching with hands and arms, balancing, stooping, talking and hearing.
  • While performing the duties of this job, this person may be exposed to a noise level that is usually minimal but may be elevated at times.

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