SALES Support Specialist - Union Grove, WI

Sales Support Specialist - Union Grove, WI

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Custom Truck One Source has changed the way the industry looks at specialized truck and heavy equipment solutions. With sales, rentals, aftermarket parts and service, equipment customization, remanufacturing, financing solutions, and asset disposal, our team of experts, vast equipment breadth and integrated network of locations across North America offer superior service and unmatched efficiency for our customers. Your success is what's next with Custom Truck One Source.

Summary

Custom Truck One Source is seeking a Sales Support & Quote Design Specialist to assist in the creation and upkeep of high-quality, customer-facing quote documents. This role is primarily responsible for building and updating quote sheets, designing new templates, and partnering with Product Managers to ensure product specifications and selectable options are accurately reflected. In addition to design and documentation responsibilities, this position plays a key role in ensuring every available inventory unit has an up-to-date, branded quote sheet. The specialist will be accountable for meeting KPIs related to quote coverage, accuracy, and alignment with current and future inventory. While the role supports pricing workflows, its focus is on system entry, document consistency, and process support—not pricing decisions. The ideal candidate is detail-oriented, experienced with Adobe InDesign, and comfortable working with product data and technical specs. Proficiency in Salesforce and Power BI is a plus, along with the ability to learn quickly, manage shifting priorities, and contribute to cross-functional initiatives in a fast-paced environment.

Essential Duties and Responsibilities

• Implement and maintain the integration between Salesforce CPQ and M3 systems.
• Collaborate with Product Managers, Estimation, and Production to monitor and update pricing and selectable options in Salesforce for accuracy and consistency.
• Create and maintain professional, branded quote sheets using Adobe InDesign and Photoshop, ensuring all materials are accurate and visually aligned with CTOS standards.
• Review availability, pricing, and work-in-process reports to ensure accuracy across platforms.
• Define and support the creation of Power BI dashboards and reports to drive visibility, efficiency, and decision-making in the pricing process.
• Monitor product data feeds to ensure available inventory is accurately reflected on all digital platforms.
• Assist Product Managers with accurate package costing to support quarterly pricing updates.
• Support continuous improvement initiatives and cross-functional collaboration to enhance systems, tools, and processes.
• Provide user support and troubleshooting for Salesforce, Power BI, M3, Truck Locator, Record 360, and other CTOS tools.
• Stay up to date with product, system, and design tool knowledge through training and self-learning.
• Communicate updates clearly and consistently through the appropriate channels.
• Collaborate effectively with other departments to support business goals.
• Complete additional tasks and responsibilities as assigned by the Sales Operations Manager.

Minimum Education Required

High School/GED

Job Category

Sales

Additional Qualifications/Responsibilities

Required Skills & Qualifications

Experience in the specialty truck industry or a related field. High school diploma or equivalent required; relevant technical training or certifications a plus. Proficient in Salesforce (including CPQ), Power BI, and M3. Experience in Adobe InDesign and Photoshop for creating professional quote materials, or ability to learn the software. Highly tech-savvy with a proven ability to quickly learn new systems and software. Proficient in Microsoft Office (Excel, Word, Outlook); advanced Excel skills a plus. Excellent attention to detail and high standards for accuracy. Strong ability to prioritize, meet deadlines, and adapt to changing priorities in a fast-paced environment. Self-motivated, proactive, and able to work independently with minimal supervision. Capable of creative problem-solving and suggesting process improvements. Reliable with a strong attendance record. Professional appearance and demeanor. Comfortable working with mathematical concepts (e.g., percentages, ratios, basic financial calculations). Valid driver's license required. Must be able to pass a pre-employment drug test.

Preferred Skills & Qualifications

Strong active listening skills; able to ask clarifying questions and engage effectively in discussions. Clear and confident verbal communication abilities. Solid reading comprehension and understanding of work-related documentation. Skilled in logic and reasoning to evaluate solutions and approaches. Ability to monitor and assess your own performance and adjust for improvement. Effective written communication, tailored to the audience and purpose. Competence in identifying and resolving complex problems by evaluating information and options. Working Conditions

Majority of work performed in an office setting

Physical Requirements

• Occasional lifting of 10-50 pounds
• Ability to sit for at least 8 hours per day
• Ability to see things in close proximity whether through natural or corrected vision

Benefits

401(k) with Employer Match

Competitive Health Care

Dental, Vision, and Life Insurance

Paid Vacation, Sick and Holidays

STD/ LTD

Partner Discounts

Investment in Employee Development