Quote Specialist
Quote Specialist
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Job Description
The Quote Specialist is responsible preparing accurate timely and competitive quotes for prospective and existing customers. This includes collaborating closely with Sales Customer Service Operations and field service techs across multiple locations to ensure all quotes are aligned with the company pricing strategies. The ideal candidate has a resultsoriented mindset possess strong communication skills is detail oriented has experience using ERP and CRM systems to locate customer information and a proven track record of success in a fastpaced deadline driven environment.
This position will report to the Service Ops Manager
MINIMUM QUALIFICATIONS
EDUCATION:High School diploma or equivalent; associates degree or higher preferred.
EXPERIENCE:Demonstrated ability to work collaboratively with a team of individuals located at multiple sites. Experience using ERP systems as well as CRM systems.
KNOWLEDGE:Working knowledge of how to research information in an ERP system and how to quote products out of a CRM or quoting software.
SKILLS:Strong analytical and problemsolving skills; excellent written and verbal communication skills attention to detail and accuracy; selfstarter with ability to prioritize tasks and manage time effectively; proficiency in MS Office Suite as need to drive results (Excel Word PowerPoint and Outlook); and experience with ERP and CRM / quoting software.
SPECIFIC POSITION DUTIES
- Generate accurate quotes based on Service Technician recommendations including pricing and delivery timelines.
- Review and analyze customer requirements ensuring all necessary factors (e.g. discounts volume customization) are included in the quote.
- Work closely with Sales Customer Service Operations and Engineering across multiple locations to ensure all quotes are aligned with the company quote policy and pricing strategies.
- Maintain and update quote records in CRM or relevant systems tracking the status and follow up actions for each quote.
- Ensure quotes are efficient competitive and aligned with pricing guidelines; balancing customer expectations with business needs.
- Analyze historical data and sales order history data in ERP and CRM to determine if pricing decision can be independently made or if Management approval is required.
- All other duties as assigned.
We are the ASSA ABLOY Group
Our people have made us the global leader in access solutions. In return we open doors for them wherever they go. With nearly 61000 colleagues in more than 70 different countries we help billions of people experience a more open world. Our innovations make all sorts of spaces physical and virtual safer more secure and easier to access.
As an employer we value results not titles or backgrounds. We empower our people to build their career around their aspirations and our ambitions supporting them with regular feedback training and development opportunities. Our colleagues think broadly about where they can make the most impact and we encourage them to grow their role locally regionally or even internationally.
As we welcome new people on board its important to us to have diverse inclusive teams and we value different perspectives and experiences.
Required Experience:
Junior IC
Employment Type
Full Time
