Product Configuration Specialist
About The Position
The Product Configuration Specialist is responsible for transforming technical documentation prepared by the Sales Engineering team into accurate, complete, and competitive customer quotations within Dynamics 365 Finance & Operations (F&O). This role combines a working knowledge of electrical equipment with strong attention to detail and ERP proficiency to ensure that every quote correctly reflects the specified products, configurations, pricing, and lead times. The Product Configuration Specialist works closely with Sales Engineers, purchasing, and production teams to produce timely quotes, resolve specification ambiguities, and support the company’s sales pipeline from documentation handoff through quote delivery.
Requirements
- Previous experience in quoting, estimating, or a related technical support role preferred.
- Working knowledge of electrical equipment, components, and manufacturing processes.
- Proficiency in Dynamics 365 Finance & Operations (F&O), or demonstrated ability to learn ERP quoting workflows quickly.
- Strong attention to detail and accuracy when working with technical specifications and pricing.
- Ability to read and interpret engineering documentation, bills of material, and product specifications.
- Excellent communication skills and the ability to collaborate across sales, engineering, and production teams.
- Proficiency in Microsoft Office Suite.
- Problem-solving skills and a results-oriented mindset.
Responsibilities
- Review and interpret technical documentation, specifications, and bills of material handed off by Sales Engineers to develop accurate customer quotations.
- Build, configure, and maintain quotes in Dynamics 365 Finance & Operations (F&O), ensuring correct part numbers, pricing, quantities, and lead times.
- Apply a working understanding of electrical equipment to validate component selections, identify discrepancies, and flag missing or unclear information before quotes are issued.
- Coordinate with Sales Engineers to clarify requirements, resolve technical questions, and confirm scope prior to finalizing pricing.
- Prepare detailed cost estimates and proposals based on engineering documentation and current manufacturing and material costs.
- Collaborate with purchasing and production teams to verify component availability, sourcing, and realistic lead times.
- Maintain accurate quote records, revision history, and pricing data within F&O to support forecasting and reporting.
- Track outstanding quotes and follow up to ensure timely turnaround and conversion.
- Continuously improve quoting accuracy and efficiency by identifying process gaps and supporting standardization of quote templates and pricing logic.
- Must comply with the company’s safety policies.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
