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About the Role

This role is the backbone of our business development, managing the quoting process, customer communication, reporting, analysis, and operational details to allow project and sales teams to focus on delivering great work. It's ideal for organized, detail-oriented individuals who enjoy solving logistical puzzles.

Responsibilities

• Prepare and manage customer quotes from initial request through delivery
• Track quote status and follow up on pending approvals
• Communicate process, timelines, and next steps to customers via email and calls
• Ensure quotes are accurate, complete, and reflect current pricing and terms
• Produce daily and monthly operational reports on project status, pipeline, and key metrics
• Gather data from Project Management, Sales, and Operations teams
• Create PowerPoint presentations for leadership reviews on major projects, including scope, budget, timeline, and risk
• Identify trends and flag issues (delays, cost overruns, bottlenecks) for management attention
• Support project costing, compile labor, material, and overhead estimates for new projects
• Track actuals vs. estimates and flag significant variances
• Organize and maintain project documentation for audit and reference
• Research and source vendors for project materials, services, and supplies
• Manage vendor relationships and track delivery status
• Support travel logistics: book flights, arrange hotels, manage expense reporting
• Maintain organized leads in Sales Force and maintain reporting accuracy
• Process expense reports and coordinate reimbursements
• Manage calendars, meeting scheduling, and internal coordination across teams
• Develop and improve operational processes and templates

Requirements

• Strong organizational skills; ability to manage multiple projects simultaneously without dropping details
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
• Clear and professional written communication skills, adaptable for customers and internal teams
• High attention to accuracy; ability to catch errors in numbers, dates, and details
• Problem-solving mindset; ability to anticipate issues and find solutions
• Comfort working with data, interpreting reports, and presenting information clearly
• Self-starter attitude; ability to take initiative on routine tasks and escalate when necessary

Skills

• Microsoft Excel (pivot tables, formulas)
• Microsoft PowerPoint
• Microsoft Word
• Salesforce or similar CRM systems
• Project management tools
• Executive presentation creation
• Report creation

Experience Level

• Experience with Salesforce or similar CRM systems
• Familiarity with project management tools
• Background in operations, finance, project support, or administrative roles
• Knowledge of manufacturing or industrial processes
• Experience creating executive presentations and reports

About the Company

• APICZ