Technical Sales Specialist

Job Summary

Allied Instrumentation is seeking a Technical Sales Specialist to support our growing sales organization by delivering accurate, timely, and technically sound quotations for industrial process instrumentation, safety, and control system solutions. This role serves as a critical link between customers, Account Managers, manufacturers, and internal teams to ensure customer requirements are properly evaluated and translated into competitive proposals.

The ideal candidate will possess a strong technical aptitude, excellent attention to detail, and the ability to interpret specifications, drawings, and OEM requirements. This position plays a key role in helping customers solve process challenges by providing engineered solutions utilizing industry-leading product lines and technologies.

Key Responsibilities

Quotation & Proposal Development

• Review and evaluate customer RFQs, specifications, datasheets, and project requirements.
• Develop accurate and competitive quotations for process instrumentation, analytical equipment, gas detection, valve automation, and related industrial solutions.
• Utilize NetSuite and internal systems to generate detailed pricing, cost analysis, and customer proposals.
• Verify pricing, lead times, technical specifications, and manufacturer requirements prior to quote submission.
• Ensure proposals align with customer expectations, OEM guidelines, and project requirements.

Technical Sales Support

• Partner closely with Account Managers to understand customer applications, project scope, and commercial objectives.
• Assist customers and sales personnel in product selection, sizing, configuration, and technical application support.
• Interpret engineering drawings, P&IDs, specifications, and process requirements to recommend appropriate solutions.
• Serve as a technical resource for instrumentation, controls, safety systems and related industrial products.
• Coordinate with manufacturers and suppliers to obtain technical information, special pricing, and application guidance.

Customer Service & Project Coordination

• Respond to customer inquiries regarding quotations, product capabilities, lead times, and technical specifications.
• Communicate effectively with customers, vendors, and internal teams throughout the quotation process.
• Track RFQs, opportunities, and customer interactions through NetSuite and company ticketing systems.
• Support order handoff and project execution activities as needed to ensure customer satisfaction.

Continuous Improvement

• Maintain current knowledge of industry trends, emerging technologies, and Allied Instrumentation product offerings.
• Participate in manufacturer training programs and technical development opportunities.
• Identify process improvements that enhance quote accuracy, responsiveness, and overall customer experience.

Qualifications

Preferred Experience

• 2+ years of experience in technical sales, inside sales, estimating, applications engineering, instrumentation, automation, controls, valve, or industrial process industries.
• Experience reviewing technical specifications, drawings, P&IDs, and OEM documentation.
• Familiarity with industrial instrumentation, process control equipment, analytical systems, gas detection, valves, actuators, or related technologies.
• Experience using ERP or CRM systems, preferably NetSuite.

Skills & Competencies

• Strong mechanical and technical aptitude.
• Ability to interpret complex technical documentation and specifications.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication abilities.
• High attention to detail and commitment to accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and business software systems.

Why Allied Instrumentation?

Allied Instrumentation is a leading provider of process instrumentation, safety, and serving customers across multiple industries including power generation, chemical processing, food and beverage, manufacturing, refining, pharmaceuticals, water treatment, and OEM markets. Our team represents industry-leading manufacturers and provides customers with engineered solutions designed to improve safety, reliability, efficiency, and performance.

Reporting To

Technical Sales Leader

Direct Reports

None