Sales Project Specialist
Job Description
Job Description
Sales Quotation Project Specialist
Location: Wixom, MI
Pay Rate: $30/hour
Schedule: Full-Time, then reduced to Part-Time after 6 months
Contract Type: Temporary
Position Summary:
Kelly Services has partnered with a leading manufacturer to recruit an experienced professional to support their sales team with back-office quoting and order entry. In this role, you will prepare quotations for key accounts, manage related project documentation, and collaborate closely with internal teams such as Project Management and Finance. Responsibilities include organizing documentation such as margin spreadsheets, timelines, and financial reports to ensure effective project execution. While primarily back office-based, this position may require occasional field work, attending customer site meetings, or traveling to company facilities. This is an excellent opportunity to contribute to a dynamic, project-driven environment.
Primary Duties and Responsibilities:
- Prepare and build quotations and pricing models using Microsoft Excel.
- Create and format professional quotation documents in Microsoft Word.
- Generate, update, and manage quotations within Salesforce, including adding descriptions and relevant details to sales opportunities.
- Research and verify pricing information using SAP.
- Enter and update order and quote information in SAP.
- Receive quote requests from the sales team, check for existing opportunities in Salesforce, and coordinate with other departments to gather necessary quote content.
- Collaborate and coordinate with various departments to assemble complete and accurate quotation packages.
- Serve as a back-office liaison, ensuring efficient communication and coordination of content and processes related to quotations and pricing.
- Distribute finalized and approved quotations to the sales team in a timely manner.
- Development of Scope of Work for Project Proposals
- Create Margin Spreadsheets for projects
- Define Revenue Recognition and invoice milestones
- Facilitate information gathering and answers to customer specifications with various departments
- Create Proposal Documents
- Assist Sales and Project Management Teams with customer meetings pre and post-sale
- Maintain Project Quote Log and Project Documentation including Gate review documents, Purchase Orders, Sales Orders, etc.
- Create and Maintain project Work Breakdown Structures
- Create and Maintain Project Timelines in Microsoft Project and or SAP
- Create and Maintain Issue Lists
- Integrate multiple project schedules
- Identify, consolidate, and resolve timing issues together with Management
- Tracking of billable hours, expenses, customer signoffs
- Update and distribute customer reports on a weekly basis
- Coordinate project scheduling, budgeting, and other tasks in support of the Project Managers.
- Assists in development of management reports and presentations.
- Organize Project files using SharePoint and other Project ERP systems
- Assist with sourcing vendors and securing quotations
Experience and Education Requirements:
- Associates Degree or equivalent educational or work experience in Business or Project Management
- Strong working knowledge of Microsoft Office products (Excel, Word, Project)
- Experience with SAP a plus
- 3-5 years of experience in a demanding project management environment
- Demonstrated ability to operate with little oversight
- Ability to communicate in a clear and professional manner both verbally and in writing
- Detail oriented
- History of establishing and maintaining document storage methods using SharePoint
Why Kelly®?
At Kelly Services®, we work with the best. Our clients include 95 of the Fortune 100TM companies, and more than 70,000 hiring managers rely on Kelly annually to access the best talent to drive their business forward. If you only make one career connection today, connect with Kelly. About Kelly Services® As a workforce advocate for over 70 years, we are proud to directly employ nearly 500,000 people around the world and have a role in connecting thousands more with work through our global network of talent suppliers and partners. Revenue in 2017 was $5.4 billion. Visit kellyservices.com and connect with us on Facebook, LinkedIn and Twitter. Kelly Services is an equal opportunity employer including, but not limited to, Minorities, Females, Individuals with Disabilities, Protected Veterans, Sexual Orientation, Gender Identity and is committed to employing a diverse workforce. Equal Employment Opportunity is The Law.Company Description
Why Kelly®?\r\n\r\nAt Kelly Services®, we work with the best. Our clients include 95 of the Fortune 100TM companies, and more than 70,000 hiring managers rely on Kelly annually to access the best talent to drive their business forward. If you only make one career connection today, connect with Kelly.\r\n\r\nAbout Kelly Services®\r\n\r\nAs a workforce advocate for over 70 years, we are proud to directly employ nearly 500,000 people around the world and have a role in connecting thousands more with work through our global network of talent suppliers and partners. Revenue in 2017 was $5.4 billion. Visit kellyservices.com and connect with us on Facebook, LinkedIn and Twitter.\r\n\r\nKelly Services is an equal opportunity employer including, but not limited to, Minorities, Females, Individuals with Disabilities, Protected Veterans, Sexual Orientation, Gender Identity and is committed to employing a diverse workforce. Equal Employment Opportunity is The Law.
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