Sales Support Representative

Sales Support Representative

Position Summary:

CDI Custom Curb Adapters is seeking a highly organized, responsive, and customer-focused Sales Support Representative to support our Regional Sales Representatives and help drive a seamless customer experience from quote through delivery. This position serves as a key connection point between Sales, Customers, Engineering, Production, and Logistics. The Sales Support Representative will help keep orders moving, ensure information is accurate, prepare and develop customer quotes, and provide the administrative, technical, and logistical support needed for our sales team to be successful. The ideal candidate will have strong attention to detail and the ability to interpret customer requirements, drawings, measurements, equipment information, and other technical details necessary to develop accurate quotes. Experience with estimating, quoting, engineering, drafting, HVAC equipment, sheet metal, or manufacturing is highly preferred.

Our Core Values:

FAST Respond quickly

EASY Don't complicate things

FUN Be a great day maker

COMMUNITY Share your time, treasure, and talents with each other and the world

GROWTH Committed to being better tomorrow than we are today

Requirements:

Essential Duties and Responsibilities:

Sales & Quoting Support

• Process and manage incoming customer orders for the assigned plant and sales territory.
• Prepare accurate customer quotes based on provided specifications, measurements, drawings, equipment information, and project requirements.
• Review customer requests to identify the products, materials, dimensions, configurations, and other information required to develop an accurate quote.
• Work with Regional Sales Representatives, Engineering, Production, and other internal teams to gather information needed for complex or non-standard quotes.
• Review drawings, equipment schedules, specifications, and other technical documents to determine quoting requirements.
• Identify missing, conflicting, or unclear information before a quote is released to the customer.
• Calculate pricing based on CDI products, materials, labor, production requirements, freight, and other applicable costs.
• Generate, track, revise, and follow up on sales quotes, proposals, and bids.
• Convert approved quotes into accurate customer orders while ensuring all quoted specifications and requirements are carried through to order entry.
• Maintain accurate records of quotes, revisions, pricing, and customer requirements within CDI's CRM and management systems.
• Recognize when a quote requires additional engineering review or approval and coordinate with the appropriate CDI team member.
• Assist Regional Sales Representatives with pricing, quoting, order entry, customer follow-up, and technical information.

Technical & Engineering Support

• Develop a working knowledge of CDI Custom Curb Adapter products, manufacturing capabilities, materials, and production processes.
• Read and interpret basic engineering drawings, mechanical drawings, equipment schedules, dimensions, and specifications.
• Review HVAC equipment information to help determine appropriate curb adapter requirements.
• Understand basic dimensions, measurements, elevations, openings, transitions, and other information used in curb adapter quoting.
• Use customer-provided information, field measurements, drawings, and equipment data to support accurate quoting.
• Communicate technical requirements clearly to Engineering, Production, Sales, and customers.
• Assist in identifying potential manufacturing or installation concerns during the quoting process.
• Escalate complex engineering or design questions to the appropriate Engineering or leadership team member.
• Maintain accuracy and attention to detail when working with dimensions, measurements, specifications, and pricing.

Customer Support

• Serve as a primary internal point of contact for customer questions regarding:
• Quotes
• Order status
• Product availability
• Manufacturing timelines
• Shipping and delivery
• Tracking information
• Documentation and submittals
• Provide timely, professional, and solution-focused communication to customers.
• Follow up on open customer requests and ensure commitments are completed.
• Help create a positive customer experience by being responsive, accurate, and easy to work with.

Production & Logistics Coordination

• Coordinate with the Plant Production Manager and Logistics Coordinator to ensure production and shipping schedules align with customer commitments.
• Communicate changes to customer orders, priorities, and delivery requirements to the appropriate internal teams.
• Monitor orders through the production and shipping process and proactively identify potential delays.
• Escalate issues that could impact customer commitments or sales opportunities.

Sales Administration & Documentation

• Maintain accurate customer records, order history, sales pipeline information, quote history, and other required data within CDI's CRM and management systems.
• Prepare product submittals, sales packets, technical documentation, and other materials for customers and prospects.
• Process and track product sample requests, including coordinating preparation and shipment.
• Maintain organized and accurate sales and quoting documentation.
• Assist with revisions to quotes and customer documentation as project requirements change.

Reporting & Performance Support

• Assist with weekly and monthly sales reporting for the assigned plant and territory.
• Compile sales activity, quote activity, order volume, quote-to-order conversion, and other performance metrics as requested.
• Support Regional Sales Representatives with information needed for customer meetings, sales planning, and follow-up.
• Help identify recurring customer or quoting issues and recommend opportunities for improvement.

Success in the Sales Support Representative position means:

• Quotes are accurate, complete, and delivered quickly.
• Customer requirements are clearly understood before pricing is provided.
• Orders accurately reflect the specifications and requirements included in the approved quote.
• Customers receive fast, professional, and proactive communication.
• Regional Sales Representatives have the technical and administrative support they need to sell effectively.
• Engineering, Production, and Logistics receive clear and accurate information.
• Potential issues are identified during quoting rather than after an order reaches production.
• Quote revisions and customer changes are managed accurately and efficiently.
• CRM, quoting, and company systems remain accurate and up to date.
• The Sales Support Representative consistently demonstrates CDI's FAST, EASY, FUN, COMMUNITY, and GROWTH values.

Education and Experience:

• High school diploma or equivalent required; additional education in business, engineering, drafting, estimating, or a related field is a plus.
• 2+ years of experience in sales support, customer service, estimating, quoting, order management, engineering support, drafting, manufacturing, or a related role preferred.
• Prior experience preparing quotes, estimates, or proposals is strongly preferred.
• Experience interpreting engineering or mechanical drawings is strongly preferred.
• Experience with HVAC equipment, sheet metal, curb adapters, construction, manufacturing, or related industries is a plus.
• Experience using CRM, ERP, quoting, estimating, CAD, or order-entry systems preferred.
• Experience working with dimensions, measurements, specifications, material requirements, or manufacturing processes is highly desirable.

Knowledge, Skills, and Abilities:

• Strong understanding of quoting and estimating principles.
• Ability to accurately interpret customer requirements and technical information.
• Ability to read and understand basic engineering, mechanical, HVAC, or fabrication drawings.
• Strong mathematical and analytical skills with the ability to work accurately with dimensions, quantities, pricing, and measurements.
• Excellent verbal and written communication skills.
• Strong customer service skills and a professional, patient demeanor.
• Highly organized with the ability to manage multiple priorities and deadlines.
• Exceptional attention to detail and accuracy.
• Strong analytical and problem-solving skills.
• Ability to communicate effectively across Sales, Engineering, Production, Logistics, and Leadership.
• Ability to take ownership of tasks and follow them through to completion.
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CDI custom curb adapters