Quotations Specialist
- Quote low to moderate profile/complex projects
- Review bid package and all the requirements surrounding the package including technical requirements, approved manufacturers list, commercial requirements, and documentation requirements
- Work closely with Outside Sales or the branch(es) to discuss the strategy and approach for each proposal request
- Format customer request into a standardized spreadsheet for bid review
- Break down bid package and issue Request for Quotation (RFQ) to vendors for project quotation levels while communicating deadline, project information, and any additional pertinent information available
- Receive pricing and put a bid tabulation together for review
- Prepare and submit final proposal with all required documentation
- May negotiate pricing with supplier and offer substitute products where appropriate
- Participate in product meetings, seminars, and training schools to enhance and maintain personal product knowledge
- Meet with the team to discuss vendor strategy and margin levels
- Establish and maintain relationships with customers and suppliers
- In addition to processing bids, increase business by utilizing company digital tools to sell, promote, or demonstrate product knowledge to new and existing customers
- Perform other duties as assigned
- High School or GED - Required
- Ability to prioritize and manage multiple tasks and deadlines
- Strong organizational skills
- Product and application knowledge being developed
- Customer oriented and motivated with excellent communication, interpersonal skills, customer service, time management, and problem-solving skills
- Knowledge of computer skills, specifically with Excel/Outlook/Word, PDF editor (Blue Beam or Adobe) and appropriate quoting tools
- Ability to establish good relationships and credibility with all project stakeholders
- Ability to collaborate with sales team, customers, and vendors
- Must possess an entrepreneurial spirit and be self-motivated and enthusiastic about business
- Desire and aptitude to learn quickly with a growth mindset/self-improvement and continuous learning
- Sit: Must be able to remain in a stationary position - Constantly – at least 51%
- Walk: Must be able to move about inside/outside office or work location - Frequently – 21% to 50%
- Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly – at least 51%
- Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally – up to 20%
- Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally – up to 20%
- Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly – at least 51%
- Up to 10 pounds - Occasionally – up to 20%
- Up to 25 pounds - None
- Up to 50 pounds - None
- Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Occasionally – up to 20%
- Exposed to electrical hazards; risk of electrical shock - None
- Handles or works with potentially dangerous equipment - None
- Travels to offsite locations - Occasionally – up to 20%
- Medical, Dental, and Vision Insurance
- Life Insurance
- Short-Term and Long-Term Disability Insurance
- 401K with Employer Match
- Paid vacation and sick time
- Paid company holidays plus flexible personal days per year
- Tuition Reimbursement
- Health & Wellness Programs
- Flexible Spending Accounts
- HSA Accounts
- Commuter Transit Benefits
- Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
- Employee Discount Programs
- Professional Training & Development Programs
- Career Advancement Opportunities – We like to promote from within
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