The Sales Quoter is an individual contributor who combines applications engineering, design support, and estimating to deliver accurate, specification-aligned project quotations for Medical Gas Source, pipeline and aftermarket Equipment. This role interprets architectural/MEP drawings, specifications, and P&IDs, performs plan take‑offs, guides equipment selection and configuration, and ensures submittals and drawings reflect code-compliant and architect/engineer design intent.
You'll collaborate closely with architects, consulting/specifying engineers, distributors, and internal engineering/manufacturing teams to optimize performance, reliability, and cost. Upon award, the role initiates and facilitates handoff through project management into Sales Order Entry—maintaining continuity from concept through order conversion.
KEY RESPONSIBILITIES (Include but not limited to)
Quoting, Estimating & Cost/CM Discipline
- Prepare accurate quotations and detailed cost estimates for standard and custom configurations; evaluate contribution margin and capture cost adders.
- Structure proposals that clearly call out scope boundaries, clarifications, and alternates to de-risk execution and protect margin.
- Enter orders and maintain quote lifecycle data in the OM ERP (Epicor) system, log requests and status updates promptly.
Applications & System Design Support
- Review architectural/MEP plans, specifications, and P&IDs; perform plan take-offs and translate design criteria into compliant equipment configurations.
- Provide design engineering support: equipment sizing/selection, performance trade‑offs (e.g., redundancy, duty/standby, acoustics, energy profile), and code-driven recommendations under established guidelines.
- Create and curate submittal packages (drawings, data sheets, schedules), ensuring consistency with design intent; manage re‑submittals and revision control.
- Maintain and share CAD/Revit content and dimensioned drawings for architect/engineer coordination; ensure version control and metadata integrity.
- Partner with Product Engineering on non-standard configurations; document assumptions, exceptions, alternates, and risk/feasibility notes.
Architect, Engineer & Customer Collaboration
- Work directly with architects and consulting/specifying engineers to resolve RFIs and technical questions during design and pre‑bid phases.
- Participate in design coordination calls; document decisions and update quotes/submittals accordingly.
- Post and maintain engineering drawings online for architects/engineers; uphold formatting standards and accessibility.
- Provide solution-oriented technical assistance to customers, distributors, and sales using established guidelines.
Standards, Codes & Continuous Improvement
- Apply NFPA 99 (Medical Gas Systems) and relevant building/fire codes in design support and quoting decisions.
- Contribute to standard work (templates, take‑off checklists, BOM libraries) to increase speed and reduce rework.
- Identify value engineering opportunities while maintaining compliance and performance targets.
Cross-Functional Execution
- Coordinate closely with Manufacturing & Product Engineering to interpret order specs and customer requirements; update quotes as needed.
- Coordinate with Shipping to provide competitive freight quotes; revise proposals accordingly.
- Notify sales on quote and order status in a timely manner; collaborate on Letters of Credit and payment-related actions with internal teams.
- Participate in weekly Sales & Operations Planning (S&OP); provide funnel/forecast insights.
- Other duties as assigned by Manager.
KEY Qualifications (Include but not limited to)
- Working knowledge of NFPA 99 and related building/fire codes; familiarity with ASME/ANSI standards and quality systems in a regulated environment (e.g., medical devices) preferred.
- Ability to read and interpret architectural/MEP drawings, P&IDs, and equipment schedules; skilled in plan take offs and submittal authoring.
- Proficiency with AutoCAD and Revit (BIM content management, view templates, families); exposure to SolidWorks/Inventor a plus.
- Understanding of fluid systems and pump/compressor performance concepts (curves, NPSH, redundancy, duty cycles, acoustics, power/heat/ventilation).
- Familiarity with BOM structures, ECO/change control, and basic DFMEA/risk thinking for non-standard solutions (preferred).
