Customer Quotation Representative
Job Summary
Our team members are at the heart of everything we do. At Cencora we are united in our responsibility to create healthier futures and every person here is essential to us being able to deliver on that purpose. If you want to make a difference at the center of health come join our innovative company and help us improve the lives of people and animals everywhere. Apply today!
Job Details
The Customer Quotation Representative is responsible for creating preparing and delivering accurate quotations to sales and/or customers in a timely manner. This is a highly operational process-driven role that executes quotations according to global standards templates and pricing policies. The Customer Quotation Representative works within defined workflows follows established procedures and ensures all quotations are accurate complete and compliant with company policies. This position is critical to deliver excellent customer service maintaining quotation quality and supporting the sales organizations ability to close deals efficiently.
Responsibilities:
- Create quotations based on customer requests and sales team input using standardized templates and tools.
- Gather and validate customer information and requirements from sales teams or customer requests.
- Input customer data product specifications quantities pricing and terms into the quotation system (CRM/CPQ).
- Ensure all quotations are complete accurate and include all required information and documentation.
- Apply approved pricing discounts and commercial terms according to global pricing policies and guidelines.
- Format quotations according to company standards and brand guidelines for professional consistent customer-facing outputs.
- Review quotations before submission to ensure accuracy completeness and compliance with pricing policies.
- Verify that all pricing terms and conditions are correct and properly applied.
- Check quotations for errors inconsistencies or missing information.
- Ensure quotations comply with global quotation standards and regional requirements.
- Escalate quotations that require approval or contain exceptions to the Quotation Supervisor.
- Deliver quotations to customers in a timely manner meeting established SLAs.
- Communicate quotations to customers via email or other approved channels.
- Provide professional courteous customer communication regarding quotations.
- Answer basic customer questions about quotations and direct complex inquiries to the Quotation Supervisor or sales team.
- Ensure customers receive quotations in the correct format and with all necessary documentation.
- Process quotation revision requests from customers or sales teams.
- Update quotations with revised information pricing or terms as requested.
- Resubmit revised quotations to customers in a timely manner.
- Follow up with customers on outstanding quotations to ensure timely responses.
- Maintain records of all quotation versions and revisions.
- Accurately enter and maintain customer and quotation data in the standard system.
- Ensure all quotation information is properly recorded and organized in the system.
- Keep customer records up-to-date and accurate.
- Follow data entry standards and guidelines established by the organization in standard tools.
- Escalate data quality issues or system problems to the Quotation Supervisor.
- Follow all established quotation processes procedures and workflows.
- Adhere to global pricing policies discount parameters and approval requirements.
- Maintain accurate records of all quotations revisions and customer communications.
- Document quotation status and maintain organized quotation files.
- Escalate any quotations that deviate from standard processes or require special handling to the Quotation Supervisor.
- Work collaboratively with sales teams to understand customer needs and quotation requirements.
- Communicate with the Quotation Supervisor regarding quotation status issues or customer requests.
- Provide updates to sales teams on quotation progress and delivery status.
- Escalate customer issues or concerns to the Quotation Supervisor.
- Support the quotation team in meeting team goals and SLAs.
- Participate in training on quotation processes tools and company policies.
- Seek feedback from the Quotation Supervisor on performance and areas for improvement.
- Identify process improvement opportunities and share suggestions with the Quotation Supervisor.
- Stay current with company policies pricing updates and quotation best practices.
- Support the implementation of new tools processes or system enhancements.
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Education:
- Bachelors Degree.
- Proven advanced English (C1).
Work Experience:
- Proven experience in a customer-facing operational role administrative support or data entry position.
- Familiarity with quotation systems or similar business software.
- Experience with quotation proposal or order management processes is advantageous.
Skills & Competencies:
- Attention to Detail:Exceptional attention to detail with a commitment to accuracy in all quotations and data entry; ability to catch errors and inconsistencies.
- Process Orientation:Strong ability to follow established processes procedures and workflows; comfort with repetitive structured work.
- Technical Proficiency:Proficiency in CRM systems (Salesforce) Microsoft Office (Excel Word Outlook) and ability to learn new software quickly.
- Organization & Time Management:Strong organizational skills with the ability to manage multiple quotations simultaneously prioritize effectively and meet deadlines.
- Communication:Clear professional communication skills with the ability to interact professionally with customers and internal teams.
- Customer Service:Friendly professional demeanor with a commitment to delivering excellent customer service.
- Problem-Solving:Ability to identify and escalate issues appropriately; willingness to ask for help when needed.
- Reliability & Accountability:Dependable punctual and committed to meeting team goals and SLAs.
What Cencora offers
Benefit offerings outside the US may vary by country and will be aligned to local market practice. The eligibility and effective date may differ for some benefits and for team members covered under collective bargaining agreements.
Full timeAffiliated Companies
Affiliated Companies: World Courier de Colombia S.A.Equal Employment Opportunity
Cencora is committed to providing equal employment opportunity without regard to race color religion sex sexual orientation gender identity genetic information national origin age disability veteran status or membership in any other class protected by federal state or local law.
The companys continued success depends on the full and effective utilization of qualified individuals. Therefore harassment is prohibited and all matters related to recruiting training compensation benefits promotions and transfers comply with equal opportunity principles and are non-discriminatory.
Cencora is committed to providing reasonable accommodations to individuals with disabilities during the employment process which are consistent with legal requirements. If you wish to request an accommodation while seeking employment please call 888.692.2272 or email . We will make accommodation determinations on a request-by-request basis. Messages and emails regarding anything other than accommodations requests will not be returned
Required Experience:
Unclear Seniority
About Company
We are Cencora. Transforming from AmerisourceBergen after a century of service, we are uniting globally for exceptional customer and patient care.