Technical Specialist

Summary of the Role  

This position is responsible for preparing technical quotations, supporting order entry, tracking and expediting shipments, and creating detailed vendor data packages. This position requires strong organizational skills, computer proficiency, and excellent written and verbal communication abilities to effectively coordinate between internal teams, vendors, and customers. This role reports into the Branch Manager. 

Responsibilities  

• Prepare detailed vendor data packages including technical documentation such as drawings, instruction manuals, spare parts lists, material certifications, and related materials. 

• Review requests for quotations (RFQs), including specifications and data sheets, and help specify products based on the required criteria. 

• Understand and review terms and conditions associated with RFQs and seek clarifications when necessary. 

• Negotiate project pricing with principals and vendors when required. 

• Work with the responsible outside sales representative to determine the best approach for quoting project requirements. 

• Perform order entry for project orders. 

• Track, expedite, and schedule shipment of orders to ensure timely delivery. 

• Coordinate and facilitate customer inspections when required. 

• Obtain and provide shipment weights and dimensions to customers. 

• Obtain shipping releases from customers prior to shipment. 

• Assist with quotations and product research. 

• Perform other duties as trained and qualified for. 

Skills and Abilities  

• Strong organizational and time management skills with the ability to meet deadlines. 

• Excellent written and verbal communication skills. 

• Ability to work well under pressure and manage multiple priorities. 

• Strong attention to detail and accuracy. 

• Proficiency in computer applications including MS Word and MS Excel. 

• Ability to work collaboratively with internal teams, vendors, and customers. 

• Technical aptitude and ability to review technical specifications and documentation. 

Minimum Qualifications 

• Minimum of two years of experience in a similar field working with related technical or industrial products. 

• Experience working with technical documentation, engineering drawings, or vendor data packages. 

• Experience supporting technical sales, project coordination, or order management in an industrial or technical environment. 

• Familiarity with quotation processes, vendor negotiations, or project-based sales environments. 

• Proficiency in Microsoft Word, Microsoft Excel, and internet research tools. 

• Strong organizational and communication skills. 

• Ability to work effectively under pressure and meet deadlines. 

• Reliable transportation is a must. 

• Ability to work nights and weekends, as required. 

• Background checks and drug screening may be required (by Company, Customer or DOT requirements in working on-site and operating equipment as required or permitted by law). 

Physical Requirements and Work Environment  

This position is primarily based in an office environment but may occasionally require visits to the warehouse for order-related follow-ups. The warehouse environment may include fluctuating temperatures (both hot and cold), varying noise levels, exposure to dust, and other typical elements of an active industrial environment. Reasonable accommodations are available to support individuals with disabilities in performing the essential functions of this role.  

• Ability to work in a stationary position for extended periods of time.  

• Frequent operation of a computer, keyboard, mouse, and other standard office equipment.  

• Ability to comprehend and follow instructions and safety procedures.  

• Ability to read, write and communicate in English  

• Ability to comprehend documents such as safety rules, operating and maintenance instructions, inventory sheets, and procedure manuals.  

• Ability to respond to safety signals, alarms, and verbal instructions.  

• Ability to work in varying environmental conditions, including exposure to temperature changes, dust, and warehouse noise.  

• Ability to wear required personal protective equipment (PPE), such as gloves, safety glasses, steel-toed footwear, hearing protection, or hard hats when required.