Sales Support Representative

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.

• EASY – Don’t complicate things
• COMMUNITY – Share your time, treasure, and talents with each other and the world
• GROWTH – Committed to being better tomorrow than we are today

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.

• 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.

Serve as a primary internal point of contact for customer questions regarding:

• Quotes
• Order status
• 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.

Coordinate with the Plant Production Manager and Logistics Coordinator to…