Essential Duties and Responsibilities

Opportunity & CRM Management

• Create and maintain customer opportunities within the CRM.
• Update opportunity stages and maintain accurate records throughout the sales process.
• Ensure all opportunity information is complete and current.
• Maintain documentation related to customer inquiries and quotations.
• Work closely with the Outside Sales Team and support them as necessary.

Quotation & Estimating

• Prepare and submit accurate and timely customer quotations.
• Develop estimates using established pricing guidelines and company standards.
• Review customer requirements to ensure that quotations are complete and accurate.
• Process quote revisions and maintain version control as project requirements evolve.
• Coordinate with internal resources to obtain pricing, engineering, and technical information when required.
• Keep the Outside Sales team informed of quote stages as well as copy on submittals.

Sales Order & Project Processing

• Review customer Purchase Orders for accuracy and completeness.
• Alert the Outside Sales Team of any incoming purchase orders.
• Convert accepted quotations into Sales Orders or Projects within Acumatica.
• Verify pricing, quantities, specifications, and required documentation before order release.
• Ensure that all supporting documentation is properly attached and maintained within the ERP system.
• Coordinate the transition of awarded work to Operations for execution.

Customer Service & Communication

• Respond promptly and professionally to customer inquiries.
• Provide customers with updates regarding quotations, orders, and project status.
• Coordinate information between customers and internal departments.
• Follow up on outstanding quotations and requested information.
• Build positive customer relationships through timely and effective communication.
• Provide Outside Sales team with updates regarding quotations, orders, and project status.

Cross-Functional Collaboration

Work closely with Outside Sales, Engineering, Operations, Purchasing, Production, Accounting, Shipping, and other internal departments to ensure customer requirements are accurately communicated, and projects move efficiently through the organization.

Key Performance Indicators (KPIs)

Performance may be evaluated based on:

• Quote turnaround time
• Quote accuracy
• Sales Order accuracy
• CRM data accuracy and completeness
• Timeliness of opportunity updates
• Customer response time
• Quote follow-up completion
• Order processing efficiency
• Internal and customer satisfaction

Qualifications

Education & Experience

• Associate degree or equivalent work experience preferred.
• Experience in customer service, inside sales, estimating, project coordination, or industrial manufacturing is preferred.
• ERP and CRM experience, Acumatica is a plus.

Knowledge, Skills & Abilities

• Strong organizational and time management skills.
• Excellent written and verbal communication.
• High attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong customer service orientation.
• Proficiency with Microsoft Office applications.
• Ability to work independently while collaborating effectively with cross-functional teams.

Core Competencies

• Customer Focus
• Accountability
• Communication
• Collaboration
• Organization
• Problem Solving
• Attention to Detail
• Adaptability
• Professionalism
• Continuous Improvement

Position Purpose

The Business Development Team Representative ensures customer opportunities are processed accurately, efficiently, and professionally by maintaining high-quality CRM data, preparing accurate quotations, converting awarded business into executable orders, and providing exceptional support throughout the commercial sales process. This role is essential to deliver consistent customer experience and support the company's continued growth.