Sales and Planning Assistant

Position Summary

Kosmo Machine is seeking a Sales and Planning Assistant who works directly with the Sales and Planning team to provide support to the Estimator, Job Planner, Sales Representative, and Manager regarding the quoting process. Interacts and responds to external callers, visitors as well as internal contacts at all levels of the organization.

Essential Responsibilities (including, but not limited to):
  • Assist with organizing office supplies
  • Answer all incoming calls in a polite and professional manner; organize and prioritize information and calls
  • Take messages and/or transfer calls to the appropriate department as needed; greet and register guests; follow all documented security and vendor/visitor protocols set in place
  • Support the Estimator in all functions of the quoting process
  • Retrieve quotes & purchase orders from customer’s secured website
  • Set up the quote or the sales order in Global Shop
  • Ensure all necessary documentation is with the quote
  • Collaborate with Estimator to ensure any missing documentation is received
  • Manage customer drawings and technical documents according to security protocol
  • Manage part masters by creating and updating new items per order, review for accuracy, and review dashboards for accuracy of projects
  • Five or more years of administrative experience required
  • Manufacturing and/or machine shop industry experience preferred
  • Ability to learn and comprehend customer's technical documentation
  • Ability to articulate in all forms of communication and excellent critical thinking skills
  • Global Shop ERP Software or other ERP Software experience preferred
  • Ability to learn and utilize Advanced Planning Systems (APS) within the ERP System
  • Computer skills required (Microsoft Office Products)
Eligibility Requirements:
  • U.S. Citizenship is required
  • Must pass background check and drug test
Salary Range:
  • $20 to $25 per hour
  • $41,600 to $52,000 annually

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