Technical Quoting Assistant

Optikos Corporation•Wakefield, MA

4h•$60,000 - $90,000•Onsite

About The Position

The Technical Quoting Assistant supports the Sales, Business Development, and Application Engineering teams by managing key quoting and order-processing activities. This role ensures all quotes and sales orders are complete in a timely manner, accurate, and efficiently processed through the ERP and CRM systems. Following initial training, you will develop a foundational technical understanding of our product line to identify export control considerations, while delivering exceptional customer service and cross-departmental support.

Requirements

Associate or bachelor’s degree in a technical field preferred.
2+ years of experience in inside sales support, order management, or a related technical role.
Proficiency with CRM software (Dynamics 365 preferred), ERP systems (Syspro preferred), and the Microsoft Office Suite.
Strong organizational skills, high attention to detail, and the ability to multitask in a fast-paced environment.
Excellent written and verbal communication skills; ability to handle customer conversations professionally.

Responsibilities

Prepare accurate and timely quotations for the sales team and Key Account Managers (KAMs).
Receive, verify, and process customer orders into Syspro (ERP) and CRM Dynamics 365.
Book sales orders, issue Sales Order Acknowledgments, and create production work orders.
Collect and verify all required documentation needed to officially accept customer orders.
Enter and maintain new leads, opportunities, and sales activities within the CRM.
Keep sales, customer records, and project folders updated with any order modifications.
Classify products during the quoting stage to ensure compliance with export control regulations.
Respond directly to customer inquiries and proactively gather missing order details.
Route customer feedback to the appropriate internal teams.
Provide administrative support to the sales team, including handling customer forms and document control.