Quote Specialist
Logistik, försäljning och verksamhet · Försäljning och affärsutveckling · Säljverksamhet · Inköp · Logistikhantering
I korthet
As a Quote Specialist, you will prepare and validate cost quotations for service and parts orders, coordinating with various internal teams to ensure accuracy. This hybrid role requires proficiency in ERP/CRM systems and strong analytical and communication skills to support high-volume quoting activities.
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 accurate 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 including 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 OneCRM, One4AL, OneService, ServiceNow, and other systems.
- Support margin analysis and feedback loops by identifying cost variances or missing scope.
Krav
- Minimum of an Associate’s degree in Business Administration or related discipline.
- 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.
Önskade kvalifikationer
- Bachelor’s degree preferred.
Förmåner
- Competitive salary
- Full benefits package, including medical/dental/vision/life
- 401(k) plan
#quoting#service#parts#cost#operations#sales support