Technical Specialist - Customer Service Proposals
StrategiQly
Job Description
Job Description
Technical Specialist – Customer Service Proposals
The Technical Specialist – Customer Service Proposals is responsible for coordinating the development of customer service proposals tailored to each customer’s specific needs. This includes solutions for Spare Parts, Rebuild, Service, and Training. The role also ensures accuracy, efficiency, and cost optimization in all proposals while continuously identifying opportunities to reduce costs and improve processes.
The ideal candidate is customer-focused, a strong problem solver, and demonstrates a “service-first” mindset with exceptional communication skills.
Primary Responsibilities
- Read and interpret customer specifications.
- Coordinate and lead engineering review meetings with project teams.
- Draft proposal documents using Microsoft Word and Excel.
- Conduct thorough reviews of quotes to ensure accuracy.
- Develop cost grids outlining material and labor costs.
- Coordinate and lead proposal review meetings as needed.
- Interface with customers as required.
- Collaborate with FANUC America Corporation engineering, purchasing, Product Data
- Management, and material planning teams.
- Solicit quotes from FANUC America Corporation vendors.
- Implement strategies to drive cost reduction and process improvements.
Required Qualifications
- Associate’s degree in Business Administration or a related field, or equivalent relevant experience.
- Minimum of two (2) years of experience in material management, inventory control, sales, or a related field.
- Familiarity with part numbering, revision control, and BOM structures.
- Proficiency in Microsoft Excel, including the ability to create macros.
- Proficiency in Microsoft Office applications, including Windows and PowerPoint.
- Ability to quickly develop technical product knowledge (e.g., FANUC products).
- Knowledge of spare parts and BOM structures.
Preferred Qualifications
- Bachelor’s degree.
- Experience with Oracle systems.
- Advanced Excel skills, including macro development.
Required Competencies
- Strong analytical and problem-solving skills, with the ability to identify and define problems or needs.
- Excellent organizational skills, with the ability to manage multiple complex tasks simultaneously.
- Team-oriented mindset with strong personal initiative and the ability to work effectively in less structured environment.
- Excellent interpersonal and communication skills, including listening, presenting, and written and verbal communication; ability to present to both small and large groups.
- Demonstrated proficiency in Windows, Oracle, Microsoft Word, Excel, PowerPoint, and web-based applications.
- Willingness to work overtime when needed to meet critical deadlines.
- Demonstrated ability to multitask, learn new processes, maintain focus, make timely decisions, and work independently in a productivity-driven environment.
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