Sales Specialist - Proposals

Posted 7 Days Ago
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Twinsburg, OH, USA
In-Office
Senior level
Other
The Role
Supports customers and sales teams by preparing quotations, entering and managing orders in SAP, coordinating pricing, delivery, engineering, supply chain, and finance inputs, and resolving order, invoice, return, and service issues. Maintains accurate CRM and customer records, ensures compliance with commercial terms, coordinates shipments and invoicing, and contributes to process improvement and service metrics.
Summary Generated by Built In

PRINCIPAL RESPONSIBILITIES:

 

  • Customer Support and Account Coordination - Serve as a customer service point of contact for assigned products, customers, and accounts.  Receive, resolve, or appropriately escalate inquiries related to quotations, sales orders, delivery status, invoicing, returns, and basic product support.
  • Quotation Management - Prepare accurate and timely proposals and quotations for standard and configured products.  Coordinate technical, pricing, delivery, and commercial inputs with internal functions, including Sales, Engineering, Supply Chain, Finance, and other stakeholders.
  • Order Entry and Administration - Receive, review, and enter customer orders in SAP.  Confirm order requirements, pricing, terms, product configuration, ship-to and bill-to information, documentation, and other details needed for clean order entry and execution.
  • Order Management and Delivery Support - Manage orders from receipt through shipment and invoicing, including acknowledgements, expediting, delivery coordination, documentation, and proactive communication of status, risks, and changes.
  • Commercial and Contractual Discipline - Work within approved pricing and commercial frameworks.  Identify non-standard terms, specifications, or requirements and coordinate required reviews and approvals before acceptance.
  • Customer Issue Resolution - Investigate order, delivery, invoice, return, and service concerns; coordinate corrective actions across functions; and maintain clear communication through resolution.
  • Returns and Service Coordination - Process return material requests and authorizations, support repair and warranty transactions in accordance with established procedures and approval requirements.
  • Sales and Process Support - Maintain accurate customer, quotation, and order information in CRM systems; support regional sales, orders, profitability, and Inquiry-to-Order quality goals; and contribute to procedures, metrics, special projects, and continuous improvement initiatives.

 

QUALIFICATIONS

 

  • Education - Associate degree in Business, Supply Chain, Engineering Technology, or a related field preferred; high school diploma or equivalent required.
  • Customer Service Experience - At least five years of customer service, inside sales, order management, commercial operations, or related business experience in an industrial or business-to-business environment involving internal and external customers.
  • Order Management - Demonstrated experience managing customer orders from quotation through delivery, including order entry, schedule management, pricing verification, and coordination with operations, engineering, and supply chain teams.  Experience reviewing customer purchase orders, interpreting commercial terms and conditions, supporting pricing activities, and ensuring compliance with contractual requirements.
  • Process Rigor - Strong attention to detail, organization, and process discipline, with the ability to maintain accurate records and meet customer and internal commitments.
  • Communication - Strong oral and written communication skills with a practical, responsive, and professional approach to customer and cross-functional interactions.
  • Problem Solving - Ability to identify issues, coordinate solutions, and resolve routine to moderately complex problems with appropriate escalation.
  • Execution - Self-starter with the ability to work independently, manage multiple priorities, and succeed in a fast-paced environment.
  • Digital Skills - Proficiency with standard computer technologies, MS Office software, PDF creation, and business ERP and CRM applications.

PREFERRED 

  • Industrial Customer Support - Experience supporting customers in industrial sensor technology, energy, nuclear instrumentation, oil and gas, or an engineered-product environment.
  • SAP Experience - Experience with SAP or a comparable enterprise order-management system.
  • Commercial Experience - Experience preparing proposals, reviewing customer purchase orders, working within contractual and pricing frameworks, and coordinating commercial approvals when required.
  • Continuous Improvement - Demonstrated ability to improve processes, document procedures, support team training, and contribute to customer-service metrics and operational performance.

This description has been designed to indicate the general nature and level of work being performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Crane Company. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, sexual orientation, general identity, national origin, disability or veteran status.

Skills Required

  • High school diploma or equivalent
  • At least five years of customer service, inside sales, order management, commercial operations, or related business experience in an industrial or B2B environment
  • Experience managing customer orders from quotation through delivery, including order entry, schedule management, pricing verification, and cross-functional coordination
  • Experience reviewing customer purchase orders, interpreting commercial terms and conditions, supporting pricing activities, and ensuring contractual compliance
  • Strong attention to detail, organization, and process discipline
  • Strong oral and written communication skills
  • Ability to identify issues, coordinate solutions, and resolve routine to moderately complex problems
  • Ability to work independently, manage multiple priorities, and succeed in a fast-paced environment
  • Proficiency with standard computer technologies, Microsoft Office, PDF creation, and business ERP and CRM applications
  • Associate degree in Business, Supply Chain, Engineering Technology, or a related field
  • Experience supporting industrial sensor technology, energy, nuclear instrumentation, oil and gas, or engineered products
  • SAP or comparable enterprise order-management system experience
  • Experience preparing proposals, reviewing purchase orders, and coordinating commercial approvals
  • Experience improving processes, documenting procedures, supporting team training, and contributing to service metrics
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The Company
HQ: Stamford, CT
10,001 Employees

What We Do

Crane employees share a proud 150-year-plus history of doing business the right way—treating people fairly, dealing honestly and ethically with customers, suppliers, and shareholders, and working hard to meet or exceed the expectations of customers. They also share a fascinating history of innovation dating from the early years of the Industrial Revolution to the current era of technology-driven product development and improvement. Crane is committed to the highest standards of business conduct. We strive to create value for all our stakeholders with a highly disciplined approach to materially strengthening our businesses through successful implementation of the Crane Business System, through strategic linkages among our businesses, and through utilization of strong free cash flow for strategic acquisitions.

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