Back Office Coordinator

1. Technical Quoting & Proposal PrepIn automation, you aren’t just selling "widgets"; you’re often selling systems (PLCs, HMIs, Sensors, or Robotics).

• BoQ Creation: Preparing Bills of Quantities based on technical drawings or salesperson notes.
• Pricing Analysis: Calculating margins and applying discounts based on dealership or OEM (Original Equipment Manufacturer) price lists.
• Sourcing: Contacting vendors for third-party components that aren't part of your standard catalog.
• 2. Lead Management & CRMQualifying Leads: Filtering incoming inquiries to see if they meet the technical capability of the company.
• Data Integrity: Keeping the CRM (like Salesforce or HubSpot) updated so the "Front Office" knows exactly where a deal stands.
• Follow-ups: Nudging clients on sent quotes to move them toward a Purchase Order (PO).
• 3. Order Processing & CoordinationPO Verification: Ensuring the customer’s Purchase Order matches the quoted technical specifications.
• Supply Chain Liaison: Working with the warehouse or production team to provide customers with accurate Lead Times.
• Documentation: Handling Export/Import documents, Test Certificates, or Warranty cards.