Proposals Specialist

Davis-Standard•City of Fulton, NY

About The Position

The Proposals Specialist manages customer quote requests from initial inquiry through delivery to the customer. The role assesses customer process requirements and develops technically sound proposals, coordinating with internal teams and vendors to prepare equipment specifications, cost estimates, delivery estimates, and quote packages. It maintains proposal documentation, communicates project status, and travels as required for customer meetings or training. The role also requires awareness of ISO 9001:2015, ISO 14001:2015, and EHS&S programs.

Requirements

A four-year technical degree is preferred; a two-year technical degree or equivalent experience is considered.
Familiarity with converting systems, equipment, and markets served is preferred.
Proficiency in Microsoft Office applications, specifically Excel and Word.
Strong communication and organizational skills.
Ability to handle multiple projects simultaneously.
Detail-oriented with a focus on accuracy.

Nice To Haves

Familiarity with converting systems, equipment, and markets served.
A four-year technical degree.
Proficiency in Autodesk AutoCAD and SolidWorks (New York only).

Responsibilities

Manage quote requests from inquiry to customer.
Assess customer process requirements and develop technically sound responses.
Communicate current project status to District Sales Managers and customers when necessary.
Contact customers for follow-up or additional information when necessary.
Prepare quotes in collaboration with Product Managers, Product Architects, District Sales Managers, Production Engineering, and Operations as needed.
Prepare proposal drawings of required equipment (New York only).
Prepare specifications for required equipment.
Prepare cost estimates for required equipment.
Request vendor quotes for major components and follow up as necessary.
Ensure Engineering hour estimates have been reviewed by appropriate Engineering Managers.
Ensure Manufacturing hour estimates have been 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.