Proposals Specialist

Davis-Standard•Stonington, CT

About The Position

The Proposals Specialist manages quote requests from initial inquiry through delivery to Sales or the customer, ensuring technical accuracy and timely communication. The role assesses customer process requirements, prepares technically sound quote packages, equipment specifications, and cost estimates, and coordinates with internal teams and vendors to obtain required information and approvals. It also maintains proposal records and documentation and may require travel for customer meetings or training.

Requirements

  • A four-year technical degree is preferred; a two-year technical degree or equivalent experience will be considered.
  • Proficiency in Microsoft Office applications, especially Excel and Word.
  • Strong communication and organizational skills.
  • Ability to handle multiple projects simultaneously.
  • Detail-oriented approach with a focus on accuracy.

Nice To Haves

  • Familiarity with converting systems, equipment, and markets served.
  • A four-year technical degree.

Responsibilities

  • Manage quote requests from inquiry through delivery to the customer.
  • Assess customer process requirements and develop technically sound responses.
  • Communicate project status to District Sales Managers and customers when necessary.
  • Contact customers for follow-up or additional information when necessary.
  • Prepare quotes in coordination with Product Managers, Product Architects, District Sales Managers, Production Engineering, and Operations as needed.
  • Prepare specifications and cost estimates for required equipment.
  • Request vendor quotes for major components and follow up as necessary.
  • Ensure Engineering hour estimates are reviewed by appropriate Engineering Managers.
  • Ensure Manufacturing hour estimates are reviewed by appropriate Operations Managers.
  • Obtain delivery estimates from Scheduling for inclusion in specifications.
  • Ensure quote packages meet customer requirements.
  • Work with Product Line Leaders to obtain necessary management approvals before forwarding proposals to Sales or customers.
  • Travel as required for customer meetings, training, and other needs.
  • Maintain proposal records and documentation.
  • Represent the Proposal group as required.
  • Perform other duties as assigned by a supervisor or manager.
  • Maintain awareness of ISO 9001:2015, ISO 14001:2015, and EHS&S programs.
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