Quote Maker Jobs (NOW HIRING)

Description

 CDI's CORE VALUES

• 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 the products, materials, dimensions, configurations, and other information required to develop an accurate quote.
• Work 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.

• Develop a working knowledge of CDI Custom Curb Adapter products, manufacturing capabilities, materials, and production processes.
• Read and interpret basic engineering drawings, mechanical drawings, equipment schedules, dimensions, and specifications.
• Review HVAC equipment information to help determine appropriate curb adapter requirements.
• Understand basic dimensions, measurements, elevations, openings, transitions, and other information used in curb adapter quoting.
• Use customer-provided information, field measurements, drawings, and equipment data to support accurate quoting.
• Communicate technical requirements clearly to Engineering, Production, Sales, and customers.
• Assist in identifying potential manufacturing or installation concerns during the quoting process.
• Escalate complex engineering or design questions to the appropriate Engineering or leadership team member.
• Maintain accuracy and attention to detail when working with dimensions, measurements, specifications, and pricing.

• Serve as a primary internal point of contact for customer questions regarding:
• Quotes
• Order status
• Product availability
• Manufacturing timelines
• Shipping and delivery
• Tracking information
• Documentation and submittals
• Provide timely, professional, and solution-focused communication to customers.
• Follow up on open customer requests and ensure commitments are completed.
• Help create a positive customer experience by being responsive, accurate, and easy to work with.

• Coordinate with the Plant Production Manager and Logistics Coordinator to ensure production and shipping schedules align with customer commitments.
• Communicate changes to customer orders, priorities, and delivery requirements to the appropriate internal teams.
• Monitor orders through the production and shipping process and proactively identify potential delays.
• Escalate issues that could impact customer commitments or sales opportunities.

• Maintain accurate customer records, order history, sales pipeline information, quote history, and other required data within CDI's CRM and management systems.
• Prepare product submittals, sales packets, technical documentation, and other materials for customers and prospects.
• Process and track product sample requests, including coordinating preparation and shipment.
• Maintain organized and accurate sales and quoting documentation.
• Assist with revisions to quotes and customer documentation as project requirements change.

• Assist with weekly and monthly sales reporting for the assigned plant and territory.
• Compile sales activity, quote activity, order volume, quote-to-order conversion, and other performance metrics as requested.
• Support Regional Sales Representatives with information needed for customer meetings, sales planning, and follow-up.
• Help identify recurring customer or quoting issues and recommend opportunities for improvement.

Requirements

Education: College degree or engineering/technical trade school education preferred, but not required. Relevant  experience and demonstrated technical skills may be considered in lieu of formal education.

• 2+ years of experience in sales support, customer service, estimating, quoting, order management, engineering support, drafting, manufacturing, or a related role preferred.
• Prior 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.
• Experience using CRM, ERP, quoting, estimating, CAD, or order-entry systems preferred.
• Experience working with dimensions, measurements, specifications, material requirements, or manufacturing processes is highly desirable.
• Strong understanding of quoting and estimating principles.
• Ability to accurately interpret customer requirements and technical information.
• Ability to read and understand basic engineering, mechanical, HVAC, or fabrication drawings.
• Strong mathematical and analytical skills with the ability to work accurately with dimensions, quantities, pricing, and measurements.
• Excellent verbal and written communication skills.
• Strong customer service skills and a professional, patient demeanor.
• Highly organized with the ability to manage multiple priorities and deadlines.
• Exceptional attention to detail and accuracy.
• Strong analytical and problem-solving skills.
• Ability to communicate effectively across Sales, Engineering, Production, Logistics, and Leadership.
• Ability to take ownership of tasks and follow them through to completion.
• Comfortable working in a fast-paced manufacturing environment.
• Ability to learn CDI products, processes, HVAC equipment, and industry terminology.
• Proficient with Microsoft Office and comfortable learning new software and technology.
• Ability to lift up to 25 pounds occasionally.

What are we looking for