Proposal Engineer I
San Jose de Costa Rica, San Jose, Costa Rica
hace 16 días


  • The Flow Lifecycle Service Proposal Engineer I (PE I) is responsible for managing basic (T0 and T1) proposal creation for Parts and Service proposal.
  • The PE I ensures that both the technical and commercial requirement of the proposal complies with the customer requirements, work scopes and applications.

    Besides quotation support, the PE I also provides backup and order entry support when required.

  • The objective of the PE I position is to help optimize our quote to cash service levels by offering timely and quality support to our internal and external customers and thereby, improving customer experience.
  • Responsibilities Quote Processing and Management :

  • Receive and process customer requests for quotes.
  • Accurately upload request for quote / proposals in the business systems.
  • Using the established standards, check that all information supplied by the customer is correct and complete to ensure the customer receives the quote / proposal they need and at the time they need it.
  • Review quotes for technical conformance as in valid model options, configuration ranges, documentation options and device compatibility.
  • Accurately perform sizing and enter quote / proposals in the business systems. Send quote and other related documentation to the internal / external customers, as required.
  • Work directly with service technicians and / or service support team to gather information required to resolve quote issues or to collect missing information at the data entry stage.
  • As required, coordinate with other departments / groups, personnel and technical subject matter experts to have them review and validate the technical requirements of the customer’s request for quotation.
  • Perform quote follow up with customer to ensure receipt of proposal, address any questions that they might have and obtain information on purchase order placement.
  • Maintain updated customer information in business systems and other databases. Collect and save needed documentation to ensure compliance with Emerson record retention and documentation procedures.
  • Process, Systems & Tools :

  • Maintain proficiency and utilize all of business systems required to enter and process quotes.
  • Maintain accurate records of all activities related to quotes from receipt of the request for quotation (RFQ) to process completion.
  • Understand and implement all aspects of Emerson document retention procedures.

  • Understand and consistently apply commercial policies and business practices related to quote entry process.
  • Ensure compliance with import / export, contract and government requirements. Screen quotes for compliance with Emerson Terms and Conditions, Agreements and standards.
  • Job Knowledge & Teamwork :

  • Understand basics of Emerson products, model numbers, and price list
  • Understand and follow established processes in accurate data entry and process hand-off.
  • Continually enhance knowledge of Emerson products, applications and industries served.
  • Provide backup support to other Proposal Engineers and Order Management team to maintain appropriate quote and order service levels.
  • Provide consulting support to Order Management when processing an order.
  • Perform other duties as required.
  • Requirements

  • Education : Bachelor Degree of Chemical, Mechanical, Electrical Engineering or any other engineering related fields.
  • Experience : 1 to 2 Years of Customer service, data entry experience, or other related experience.
  • Solid keyboard skills and a strong proficiency for using Windows & MS Office applications is a must.
  • English Proficiency (Written & Oral) Level, minimum must be B-2 (Upper Intermediate).
  • Work experience associated with selling or supporting a technical product where there was a business to business relationship.
  • Solid prioritizing and organizational skills along with being a self-starter.
  • Must demonstrate strong communication skills and good level of written and spoken English.
  • Under some supervision, individual must communicate clearly and concisely with both internal and external customers via phone, email, and other available tools, utilize problem solving and decision-
  • making skills and maintain attention to detail in a high-stress, working environment.

  • Must be able to work well in a close team setting.
  • Aptitude for technical topics is a plus.
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