Strategic Program Specialist

United Performance Metals•Northbrook, IL

About The Position

This role is responsible for supporting daily sales and program activities for assigned strategic customers, ensuring tasks stay on track. The specialist will maintain program trackers, customer requirements lists, open order logs, and follow-up action items. They will also assist with scheduling, delivery updates, and coordination between Sales, BD, Operations, and Supply Chain, and help prepare materials for customer calls, reviews, or internal update meetings. Additionally, the role involves preparing and updating quotes, entering and revising order details, serving as a day-to-day customer contact, managing documentation, updating reports, and collaborating with various internal teams.

Requirements

Support daily sales and program activities for assigned strategic customers, ensuring tasks stay on track.
Maintain program trackers, customer requirements lists, open order logs, and follow-up action items.
Assist with scheduling, delivery updates, and coordination between Sales, BD, Operations, and Supply Chain.
Help prepare materials for customer calls, reviews, or internal update meetings.
Prepare and update quotes for strategic customers, including multi-line and repeat business quotes.
Enter, revise, and ensure accuracy on pricing, quantities, surcharges, releases, and terms.
Partner with BD and the Strategic Program Manager to confirm commercial details before quote submission.
Maintain updated quote history and pricing files for assigned accounts.
Serve as a day-to-day customer contact for order status, delivery dates, changes, and general inquiries.
Enter orders, verify accuracy, and coordinate with Operations to confirm cut schedules, ship dates, and capacity.
Monitor open orders, prioritize urgent requests, and proactively identify delays or issues.
Maintain accurate backlog, customer preferences, expediting requests, and inventory needs.
Build positive, responsive relationships with customer buyers, planners, schedulers, and program contacts.
Prepare, organize, and maintain documents such as NDAs, SOWs, pricing sheets, forecasts, and amendments.
Track routing, signatures, and storage of program-related documentation.
Manage shared folders, program files, and customer documentation to ensure they remain current and audit-ready.
Update and maintain weekly sales reports, program dashboards, forecast sheets, and KPI summaries.
Pull sales history, quote activity, backlog, and margin reports for leadership or BD as needed.
Ensure accurate data entry and tracking in Salesforce, Stratix, and all program tools.
Identify data inconsistencies, trends, risks, or customer needs and escalate when appropriate.
Work closely with BD, Sales, Operations, Supply Chain, Quality, and Finance to ensure alignment with customer expectations.
Communicate program updates, customer changes, and sales priorities to internal teams.
Support the Strategic Program Manager on major commercial efforts — including large quote packages, long-term agreements (LTAs), multi-line bids, pricing updates, and related customer submissions.

Responsibilities

Support daily sales and program activities for assigned strategic customers, ensuring tasks stay on track.
Maintain program trackers, customer requirements lists, open order logs, and follow-up action items.
Assist with scheduling, delivery updates, and coordination between Sales, BD, Operations, and Supply Chain.
Help prepare materials for customer calls, reviews, or internal update meetings.
Prepare and update quotes for strategic customers, including multi-line and repeat business quotes.
Enter, revise, and ensure accuracy on pricing, quantities, surcharges, releases, and terms.
Partner with BD and the Strategic Program Manager to confirm commercial details before quote submission.
Maintain updated quote history and pricing files for assigned accounts.
Serve as a day-to-day customer contact for order status, delivery dates, changes, and general inquiries.
Enter orders, verify accuracy, and coordinate with Operations to confirm cut schedules, ship dates, and capacity.
Monitor open orders, prioritize urgent requests, and proactively identify delays or issues.
Maintain accurate backlog, customer preferences, expediting requests, and inventory needs.
Build positive, responsive relationships with customer buyers, planners, schedulers, and program contacts.
Prepare, organize, and maintain documents such as NDAs, SOWs, pricing sheets, forecasts, and amendments.
Track routing, signatures, and storage of program-related documentation.
Manage shared folders, program files, and customer documentation to ensure they remain current and audit-ready.
Update and maintain weekly sales reports, program dashboards, forecast sheets, and KPI summaries.
Pull sales history, quote activity, backlog, and margin reports for leadership or BD as needed.
Ensure accurate data entry and tracking in Salesforce, Stratix, and all program tools.
Identify data inconsistencies, trends, risks, or customer needs and escalate when appropriate.
Work closely with BD, Sales, Operations, Supply Chain, Quality, and Finance to ensure alignment with customer expectations.
Communicate program updates, customer changes, and sales priorities to internal teams.
Support the Strategic Program Manager on major commercial efforts — including large quote packages, long-term agreements (LTAs), multi-line bids, pricing updates, and related customer submissions.