The JR Sales Representative is responsible for managing the customers, sales opportunities, and quotations assigned by the Strategic Account Manager. This position supports revenue growth by executing sales activities, maintaining customer relationships, and advancing qualified opportunities through the sales process.
The role serves as the primary sales contact for designated customers and is responsible for maintaining customer profiles, coordinating customer Requests for Quotation (RFQs), tracking quotation status, communicating with assigned customers, and following up on submitted quotes to support conversion into Purchase Orders (POs).
The Strategic Account Manager assigns customers and opportunities, establishes commercial priorities, provides coaching and escalation support, and reviews or approves quotations and customer commitments when required by company policy or delegated authority. The employee must comply with company quality standards, applicable procedures, confidentiality requirements, and customer requirements.
Essential Duties and Responsibilities
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Manage the customers, sales opportunities, and quotations assigned by the Strategic Account Manager.
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Serve as the primary sales contact for assigned customers while maintaining alignment with the Strategic Account Manager regarding commercial strategy, priorities, commitments, and escalations.
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Execute sales activities for assigned accounts and opportunities to support revenue, bookings, pipeline, and customer-growth targets.
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Develop and maintain customer profiles that include key contacts, locations, products, programs, purchasing requirements, current business, forecasted demand, quote history, and potential growth opportunities.
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Build, maintain, and regularly update the sales pipeline for assigned customers and opportunities, including opportunity value, probability, timing, current status, next action, and expected PO date.
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Identify additional business opportunities within assigned customer accounts and communicate recommended actions to the Strategic Account Manager.
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Develop new business leads, as assigned, through existing customer contacts, referrals, online market research, cold calling, email outreach, trade shows, and other approved sales activities.
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Field inbound inquiries from procurement professionals, engineers, supply chain representatives, and other customer contacts and ensure each request is documented and assigned an appropriate next action.
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Receive, document, and track customer RFQs and confirm the required response date, quotation scope, and internal ownership.
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Perform an initial review of drawings, specifications, material requirements, requested quantities, annual volumes, quality requirements, delivery expectations, and due dates to confirm the RFQ package is complete.
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Coordinate clarification of missing, incomplete, or conflicting RFQ information with the customer, Strategic Account Manager, and appropriate internal technical teams.
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Coordinate with Engineering, Operations, Quality, Supply Chain, Finance, Estimating, and other applicable functions to obtain the inputs required to complete accurate quotations.
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Maintain responsibility for quotation status, internal follow-up, completion dates, customer due dates, required approvals, submission, and post-submission follow-up for assigned opportunities.
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Prepare quotation packages using approved company templates, systems, pricing information, commercial assumptions, and internal technical inputs.
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Confirm that quotations clearly document applicable volumes, pricing, lead times, tooling, validation, inspection, equipment, quality, delivery, capacity, and other commercial assumptions.
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Review quotations with the Strategic Account Manager when pricing direction, commercial approval, contractual review, or additional support is required before customer submission.
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Submit approved quotations to assigned customers within the committed timeframe and maintain appropriate records of the submission.
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Follow up with customers on submitted quotations, document feedback, address open commercial questions, and coordinate technical responses with the appropriate internal owner.
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Identify and execute the next actions required to advance assigned opportunities and convert quotations into POs.
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Document customer feedback, competitive information, changes in scope, timing, pricing expectations, and reasons for won, lost, delayed, or cancelled opportunities.
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Maintain accurate and current customer, contact, opportunity, quotation, activity, and follow-up information in the company CRM, quote log, and other approved sales systems.
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Prepare customer summaries, opportunity updates, quote-status reports, pipeline information, and sales activity updates for internal reviews.
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Monitor assigned accounts and provide visibility of pipeline value, quote status, customer feedback, expected revenue, sales risks, and required actions.
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Support customer meetings, business reviews, presentations, site visits, trade shows, and other sales activities, including preparation and follow-up of meeting actions.
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Escalate significant commercial, technical, quality, delivery, capacity, contractual, or customer-relationship risks to the Strategic Account Manager in a timely manner.
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Work effectively as part of a team or independently with appropriate direction and supervision.
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Other responsibilities may be assigned, as needed.
Supervisory Responsibilities
This position does not have direct supervisory responsibilities.
The JR Sales Representative is responsible for coordinating assigned sales and quotation activities across applicable internal functions; however, this coordination does not include formal authority over cross-functional team members.
This role is responsible for managing personal priorities, meeting customer and quotation deadlines, requesting timely internal inputs, and escalating delays or resource constraints to the Strategic Account Manager.
This position interacts and communicates effectively and on time with employees, management, customers, and cross-functional teams to share important information, initiate appropriate action, and recommend solutions when commercial risks, delays, or service gaps are identified.
Core Competencies
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Company ambassadorship
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Integrity, ethics, and confidentiality
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Quality-oriented mindset
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Customer focus
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Sales and account ownership
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Quotation discipline and follow-through
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Cost-conscious decision-making
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Clear and professional communication
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Collaboration and teamwork
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Initiative, resilience, and adaptability
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Learning orientation
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Attention to detail and organizational discipline
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Performance-driven and metrics-oriented approach
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High accountability and ownership mindset
Skills and Qualifications
To perform the job successfully, an individual should demonstrate the following competencies:
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Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and virtual-meeting tools.
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Basic proficiency with Customer Relationship Management (CRM) platforms and sales-tracking tools; experience with Salesforce, HubSpot, or similar systems is preferred.
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Excellent written and verbal communication skills and the ability to communicate professionally with customers and internal teams.
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Strong organization, prioritization, time-management, follow-up, and attention-to-detail skills.
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Ability to manage multiple customers, quotations, deadlines, and sales activities simultaneously.
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Ability to review technical drawings and specifications for RFQ completeness and coordinate technical interpretation with Engineering or other qualified personnel.
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Ability to organize quote inputs and maintain customer, opportunity, quotation, and activity information accurately and efficiently.
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Ability to conduct customer and market research, initiate professional outreach, and qualify basic sales opportunities.
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Ability to prepare customer summaries, quote-status updates, sales reports, and presentations.
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Ability to work effectively with all levels of the organization and coordinate cross-functional activities without direct authority.
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Excellent written and verbal communication skills in English; Spanish is a plus.
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Ability and willingness to travel up to 25% for customer meetings, site visits, trade shows, and other business activities.
Education and/or Experience
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High school diploma or equivalent required.
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Associate or bachelor's degree in Business, Marketing, Communications, Engineering, or a related field preferred.
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Zero to two years of experience in sales support, quoting, customer service, account coordination, business development, or manufacturing preferred.
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Experience in contract manufacturing, precision machining, or the medical-device industry is a plus.
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Experience with CRM systems, quotation tools, ERP systems, or customer-account records is preferred.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and enter data for long periods of time. The employee is frequently required to stand and walk. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This position operates in a hybrid work environment based on business needs and company policy and requires up to 25% travel. When working in manufacturing areas, the noise level may be loud and applicable safety requirements must be followed.
