PACKAGE PRICING TEAM SUPERVISOR
cfe3fb1d-9dfe-4ffa-b228-ae7dc45e735f:19000101_000001 · Union Grove, WI, US ·
- Category
- Management
Summary
Custom Truck One Source is looking for a Package Pricing Team Supervisor to lead and grow our package pricing team. This is a working-supervisor role: the person in this position carries an active pricing workload while also directing the day-to-day work of the team, so candidates should be proficient in Salesforce and Power BI and possess strong design skills, particularly in Adobe InDesign and Photoshop, for creating high-quality, customer-facing quote materials.
Reporting directly to the Sales Operations Manager, this role is responsible for the overall accuracy, consistency, and throughput of the package pricing function, including quote sheet quality, selectable options management, and team performance. Success in this position requires someone who combines strong individual skills with the leadership ability to coach, prioritize, and guide the team toward greater efficiency and excellence in line with CTOS standards.
Essential Duties and Responsibilities: Team Leadership
- Oversee the daily workflow of the package pricing team, assigning and prioritizing quote and pricing requests to balance workload and meet deadlines.
- Monitor team throughput, cycle time, and quality-control metrics; report on team performance and process health to the Sales Operations Manager.
- Review and spot-check team members’ quote sheets, pricing updates, and selectable-option changes for accuracy and brand consistency before finalization.
- Serve as the first point of escalation for pricing discrepancies, system issues, and conflicting priorities within the team.
- Grow and lead the team by training, onboarding, and mentoring team members, providing ongoing instruction on CTOS systems (Salesforce, M3, Power BI, Adobe InDesign, Photoshop, Adobe Express, Monday.com, and other tools) as processes and product lines evolve.
- Provide input to the Sales Operations Manager on team members’ performance, development needs, and hiring or staffing decisions.
- Coordinate schedules and coverage across the team, including during absences and peak workload periods.
- Lead or facilitate regular team meetings to communicate priorities, process changes, and feedback from the Sales Operations Manager.
- Own and administer the package pricing team’s Monday.com board(s), including task structure, automations, and reporting views used to track workload and throughput.
- Champion continuous improvement within the team, identifying process bottlenecks and driving adoption of more efficient tools and workflows.
Essential Duties and Responsibilities: Individual Contributor
- Personally maintain a share of the pricing and quote-sheet workload, modeling accuracy, quality, and turnaround standards for the team.
- Maintain proficiency across the full suite of CTOS systems used by the team, including Salesforce, M3, Power BI, Adobe InDesign, Photoshop, Adobe Express, and Monday.com, staying current as tools and workflows evolve.
- Develop and continually build a working knowledge of CTOS product lines to support accurate pricing, quoting, and team guidance.
- Work in tandem with the Product team to create and refine quote templates, finalize quote details, and align on option and package offerings.
- 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.
- 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, and cascade that knowledge to the team.
- 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.
Required Skills & Qualifications
- Demonstrated ability to lead, train, or informally mentor others, even without prior formal supervisory title.
- 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, with the ability to hold others to the same standard.
- Strong ability to prioritize, delegate, meet deadlines, and adapt to changing priorities in a fast-paced environment.
- Self-motivated, proactive, and able to work independently and lead others with minimal oversight.
- Capable of creative problem-solving and driving process improvements across a team.
- 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
- Prior experience as a Product Pricing Specialist or in a comparable package pricing role.
- Prior formal or informal supervisory, lead, or team-captain experience.
- Strong active listening skills; able to ask clarifying questions and engage effectively in discussions.
- Clear and confident verbal communication abilities, including delivering feedback constructively.
- Solid reading comprehension and understanding of work-related documentation.
- Skilled in logic and reasoning to evaluate solutions and approaches.
- Ability to monitor and assess both personal and team 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.
- Familiarity with workflow or project-tracking tools (e.g., Monday.com) for monitoring team throughput and quality.
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.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.