Proposal Engineer I

Emerson

San Jose de Costa Rica, San Jose, Costa Rica

hace 16 días

Description

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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