Product Specialist

What You'll Do

• Create accurate quotes based on client specs, scope, and project requirements, collaborating with the Client Operations Specialist (COS) to ensure every quote is accurately priced.
• Own quote accuracy for spec, scope, and project requirements, including CRM/quoting tool entry and quote issuance.
• Own technical risk and feasibility review, with sign-off on technical accuracy before pricing is finalized.
• Own historical pricing and product performance analysis, provided to Regional Sales Managers on request.

Product Standardization & Technical Ownership

• Support and enforce product standardization across the assigned portfolio.
• Maintain product matrices, spec sheets, and sizing guidelines, escalating discrepancies to Product Management or Engineering as needed.
• Own technical specifications and product configuration for assigned lines — the go-to source of expertise for Regional Sales Managers, reps, and clients.
• Enablement & Cross-Functional Collaboration: Champion assigned product lines, partner with Product Management to build use cases, best-practice guides, and reusable demonstration assets for internal teams. Partner with Engineering, Product Marketing, and COS to keep solution documentation and roadmap alignment consistent across teams.

Technical Escalation

• Field technical product questions from Regional Sales Managers, reps, and clients, providing strategic recommendations where a standard answer doesn't apply.
• Conduct daily SDA reviews, approving within delegated Delegation of Authority (DoA) or escalating to leadership when thresholds are exceeded.
• Ensure adherence to transactional control conditions on quotes and product changes, flagging areas of operational risk as they develop.
• Own the liaison relationship between Regional Sales Managers, plants, and Operations on product-related matters.

Quoting Ownership: Product Specialist vs. COS

The Product Specialist owns the technical side of every quote — configuration, feasibility, and sign-off — while the Client Operations Specialist (COS) owns intake, routing, and the commercial side.

What We Look For

• 2+ years of experience in product support, technical sales, or a related product/commercial role.
• Working knowledge of quoting processes; comfort with CRM and ERP systems (SugarSell preferred; AS/400 and Edge/Atlas quoting tools a plus).
• Ability to operate independently on defined product decisions while knowing when to escalate.
• Strong written and verbal communication across technical and non-technical audiences, internal and client-facing.
• Bachelor's degree or equivalent combination of education and experience.