Commercial - Quotations Specialist

Hajoca•Sacramento, CA

4d•Onsite

About The Position

This role owns the development and execution of accurate, competitive and profitable commercial plumbing quotations. The Commercial Sales & Quotations Specialist works directly with customers, manufacturers, vendors and the Profit Center sales team to move opportunities from initial request through quotation, follow-up, award and order fulfillment. The position also supports daily commercial sales responsibilities and is accountable for customer experience, sales performance, gross-profit results and reliable execution.

Requirements

Three or more years of commercial plumbing quotations, estimating, commercial sales or related wholesale-distribution experience preferred.
Strong knowledge of commercial plumbing products and applications.
Demonstrated ability to read and interpret project plans, specifications and addenda.
Experience preparing quotations, submittals or comparable project documentation.
Strong mathematical skills, including calculations using whole numbers, fractions, decimals, percentages and gross-profit margins.
Ability to communicate clearly and professionally in writing, by telephone and in person.
Ability to report to the Profit Center consistently, punctually and prepared to perform.
Read, write, speak and understand English.

Nice To Haves

Demonstrate integrity, urgency, accountability and consistent follow-through.
Be organized, detail-oriented and capable of managing multiple deadlines and competing priorities.
Be a self-starter who takes ownership without requiring repeated direction.
Possess strong customer-service, negotiation and problem-solving skills.
Build positive working relationships with customers, manufacturers, vendors and teammates.
Understand that a quotation is not complete until it has been followed through to a documented outcome.
Analyze quotation activity, conversion, wins, losses and loss reasons to improve future results.
Identify risks early and communicate directly before they affect the customer.
Have experience using Microsoft Outlook, Word and Excel.
Have experience using Eclipse or another wholesale-distribution ERP system.
Be able to learn and effectively operate the systems used to create quotations, submittals, sales orders and project documentation.

Responsibilities

Interpret commercial plans, specifications, addenda and customer requirements.
Develop accurate, complete and professional quotations that maximize profitability and provide value to the customer.
Research product requirements, alternatives, availability, lead times and applicable specifications.
Request, organize and negotiate manufacturer and vendor pricing.
Maintain an accurate commercial quote pipeline and organized project files.
Manage quotation deadlines and communicate risks before customer due dates.
Deliver completed quotations and confirm receipt with the customer.
Follow up consistently on outstanding quotations to secure orders and maintain current opportunity status.
Document awarded, lost, cancelled and closed quotations, including competitors and loss reasons when known.
Complete required product submittmits and operation and maintenance manuals.
Convert awarded quotations into accurate sales orders and coordinate releases, substitutions, availability and delivery requirements.
Assist with project management and maintain communication throughout the order-fulfillment process.
Proactively identify and pursue new commercial customers, projects and quotation opportunities rather than relying only on incoming requests.
Build and maintain a qualified pipeline of upcoming commercial work through customer outreach, market awareness and consistent follow-up.
Develop relationships with contractors and other project stakeholders to increase opportunities, sales and share of wallet.
Own assigned sales, gross-profit-dollar and gross-profit-percentage performance expectations.
Identify additional product, project and share-of-wallet opportunities within existing accounts and quoted work.
Support counter customers and answer incoming telephone calls as business needs require.
Communicate clearly, directly and professionally with customers, vendors and team members.
Investigate and resolve customer concerns, pricing deductions, shortages, returns and order issues promptly.
Serve as a commercial quotations resource to the Profit Center sales team concerning quotes, proposals, bid strategy and product application.
Communicate business or account changes that could create credit risk to the Profit Center Manager and Credit Manager.
Complete required safety and compliance training.
Perform other reasonably related duties as assigned.