Quote Specialist
Finans, bank och juridik · Bank och investeringar · Finansiell analys · Riskhantering · Verksamhetsanalys
I korthet
As a Quote Specialist, you will prepare accurate cost quotations for service and parts orders, coordinating with internal teams to ensure completeness and accuracy. This hybrid role requires proficiency in ERP/CRM systems and strong analytical and communication skills to support the service business and contribute to organizational growth.
Ansvarsområden
- Prepare and QA cost quotes using standard labor rates, shipping costs, parts pricing, and service guidelines.
- Coordinate with Field Service Coordinators, Service Center Coordinators, and Distribution Centers for accuracy of inputs.
- Confirm technician requirements, service locations, and scheduling constraints.
- Engage ATS and AMDC for validation of non-standard or replacement components.
- Ensure compliance with Credit and Trade Compliance departments.
- Confirm scope details such as site requirements, technician skill levels, estimated duration, and parts availability.
- Obtain internal approvals and review information in customer portals.
- Handoff cost quote to Sales or Reps for final pricing and negotiation.
- Maintain revision history, supporting documentation, and audit traceability across systems.
- Support margin analysis and feedback loops by identifying cost variances or missing scope information.
Krav
- Minimum of an Associate’s degree in Business Administration or related discipline; bachelor’s degree preferred.
- 2+ years of experience in quoting, estimating, or service coordination within an operations or technical environment.
- Demonstrated ability to manage detailed documentation, verify cost elements, and follow structured approval workflows.
- Proficiency in ERP or CRM systems (e.g., OneCRM, One4AL, OneService, ServiceNow, or similar).
- Strong analytical, communication, and coordination skills with internal departments.
- Capable of balancing accuracy and speed while supporting high-volume quoting activities.
- Candidates must reside in the US or have an established presence in the area.
Förmåner
- Competitive salary and full benefits package, including medical/dental/vision/life.
- 401(k) plan.
- Opportunity to make a positive impact on colleagues, partners, customers, and society.
- Pioneering solutions for the future in energy, food, water, and shipping.
- Innovative, open spirit and start-up culture.
#service#quoting#cost analysis#operations#coordination#customer support