Proposal Engineering Specialist


Eaton Waukesha, WI Hybrid

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Primary Function

The primary function of the Proposal Engineering Specialist is to be a skilled technical communicator who creates a well-written customer proposal based on a customer request for a quote and a specification using the Power Systems Division (PSD) quotation system and works with a dynamic, fast-paced team that interfaces with every aspect of the organization from front-end sales through manufacturing.

Essential Functions

  • Create multiple transformer proposals daily per customer’s request-for-quote (RFQ), specifications (formal and informal), and one-lines.
  • Perform detailed specification reviews to identify and address customer requirements.
  • Fit to Eaton’s Power Systems Division product scope
  • Features and accessories required for the pricing program
  • Areas for exception or clarification for the customer
  • Alternates for a more competitive offering
  • Address special test, customer test/witness, or customer inspection requirements
  • Address special documentation and reporting
  • Process multiple orders daily from both internal and field-priced proposals
  • Verify PO against the proposal and resolve discrepancies
  • Verify specification matches proposal and resolve all discrepancies
  • Assemble documentation for design engineering
  • Communicate special requirements to affected departments
  • Process customer change orders against open sales orders using the change/hold/cancellation process
  • Approve and negotiate pricing per established guidelines, competitive feedback, and customer/market knowledge
  • Maintain a team atmosphere to ensure that all workload for the proposals team is completed each day per customer-required deadlines.
  • Provide product and application technical support for customers, agents, and internal departments
  • Provide quotation program support for sales representatives and the system development (IT) team via training, testing, improvement suggestions
  • Acts as a liaison between engineering, marketing, scheduling, and customers
  • Understand and utilize lean tools and concepts to drive continuous improvement.
  • Learn and understand applicable industry standards, i.e. ANSI, IEEE, CSA, NEMA, for transformers
  • Participate in the creation and maintenance of ISO work instructions.
  • Provide plant tours as needed and visit customer/agent sites as needed.


Basic Qualifications:

  • Bachelor’s Degree in Engineering from an accredited institution, OR currently enrolled in a bachelor’s degree in Engineering program from an accredited institution with an expected graduation date in 2022
  • Ability to work in the United States on an ongoing basis without company sponsorship.

Preferred Criteria

  • Electrical or Mechanical Engineering degree
  • Minimum of 2 years of product, customer service, inside sales, or proposals experience in a technical field
  • Minimum of 1 year of experience using ERP and quotation systems

Position Criteria

  • Knowledge of electric power distribution transformers and their components and accessories
  • Knowledge of typical applications, equipment, systems, and standards for electric power distribution transformers
  • Excellent oral, interpersonal, and written skills with the ability to effectively communicate
  • Detail-oriented, with the ability to balance multiple priorities and work to deadlines with a high degree of accuracy
  • Knowledge of Microsoft Office (Word, Excel, PowerPoint), SAP, or other ERP related system and the ability to utilize such tools to analyze data and solve routine problems

Eaton provides a competitive total rewards package commensurate with applicable skills, knowledge, and experience and consistent with internal and external market practices. The annual salary range for this role is $60,000 – $75,000 a year.