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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer support and project management, with a strong focus on quoting, billing, and proposal generation using Salesforce and SAP. Proven ability to manage customer relationships, track project progress, and ensure satisfaction through effective communication and attention to detail.
Highest-signal resume keywords
Salesforce ProficiencySAP ExperienceProject Management SkillsCustomer Service ExperienceProposal Generation
About the role
Key responsibilities & impact- Report directly to the Sr Customer Support Management Supervisor
- Drive SPOT (Service Performed One Time) growth through quoting, delivery, billing, and reporting processes for Reactive Quoted Work (RQ)
- Interact daily with Field Service Professionals, Field Service Supervisors, Sales Business Leaders, Regional General Managers, customers, and suppliers
- Support proposal generation for medium-high complexity opportunities
- Obtain parts, subcontractor, and special pricing
- Create SPOT quotes in Salesforce and CPQ and prepare estimates for approval
- Generate, send, and follow up on proposals
- Manage the RQ pipeline and customer follow-up
- Set up customers and verify information in SAP and/or Salesforce
- Book RQ work, ensure documentation, generate work orders, and coordinate dispatch
- Communicate work order information and schedules to field staff and customers
- Order and coordinate job materials; issue purchase orders and schedule subcontractors
- Track open RQs, scheduling delays, and invoicing activity in Salesforce
- Coordinate progress billing and ensure field work completion
- Verify work-order closure and Salesforce export
- Process job costs, monitor billing, send invoices, and follow up on paperwork and customer satisfaction
- Support cash collection on disputes
- Review weekly RQ and pipeline reports, assist with forecasting, monitor costs, and escalate variances
- Promote CPQ and CPQ mobile adoption and support work-digitization initiatives
Requirements
What you’ll need- Completed post secondary education
- 3 years of relevant experience in a customer support centric role within a sales, account management, estimation, project management or other relevant fields
- Bachelor's degree highly valued
- Excellent computer skills, including proficiency in MS Office (Word, Excel, and PowerPoint)
- Experience with SAP, Salesforce or similar software
- Good written and oral communication with strong attention to detail
- Basic project management skills, including task prioritization, scheduling, cost management, and reporting
- Ability to follow instructions and identify opportunities for improvement
- Previous industry experience
- Previous technical/installation experience, including product knowledge and estimation skills
- Previous customer service experience
- Good presentation skills
- Internal sales or account management experience
Benefits
Comp & perks- Benefits – Medical, Vision, Dental, Mental Health
- Paid Vacation
- Retirement Benefits (as per regional policy)
- Career Growth
- Professional Development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
QuotingBillingEstimation SkillsCost ManagementTask Prioritization
Soft Skills
Good Written CommunicationGood Oral CommunicationAttention to DetailPresentation Skills
Tools & Technologies
SalesforceSAPMS Office
Industry Keywords
Customer SupportField ServiceReactive Quoted WorkInternal SalesAccount Management