Quotation Specialist

Applied Control•Centennial, CO

10d

About The Position

The Quotation Specialist provides customer support by quoting, sourcing, and delivering product and parts quotations. The role manages daily workflow and collaborates with Order Specialists, Account Managers, Supervisors, vendors, engineers, customers, shop personnel, and warehouse personnel to meet requests and deadlines and coordinate product delivery. The specialist provides responsive customer service, maintains product expertise, follows up on quotations, helps expedite deliveries, and seeks opportunities to recommend additional products and services. The position is primarily office-based, with the possibility of overnight travel a few times per year to visit customer sites or attend training. The stated starting wage for most specialists is $24.00–$27.00 per hour; five or more years of experience in the role may increase the rate to $28.00–$30.00 per hour. Prior work or industry experience, job-related education, and unique skills are considered when setting the wage rate. Applied Control describes its environment as collaborative and team-oriented, with recognition of accomplishments and encouragement of growth and development. Employees work a 9/80 schedule, with nine-hour workdays and every other Friday off.

Requirements

Intermediate skill level in Microsoft Excel and other Microsoft Suite tools.
Strong desire and demonstrated ability to provide excellent customer service.
Effective prioritization and time-management skills.
Self-motivated and able to work with little supervision.
Discretion when handling confidential information.
Desire to help others and work collaboratively to find solutions.
Ability to work closely with others, particularly peers and sales staff.

Responsibilities

Prioritize and manage daily workflow, collaborating with Order Specialists, Account Managers, and Supervisors to meet internal and external requests and deadlines.
Use a “QUOTE TO WIN” approach to opportunities and escalate issues appropriately and promptly.
Provide exceptional customer service and take responsibility for customer satisfaction, including coordinating delivery expediting when needed.
Proactively engage with customers by phone, including following up on quotations.
Coordinate product delivery with vendors, engineers, customers, shop personnel, and warehouse personnel.
Source and price designated products and parts for customers.
Answer customer calls, respond to basic questions, and provide product and parts quotes.
Send finalized quotes to customers.
Maintain working knowledge of designated product lines.
Coordinate with the shop regarding existing work in progress.
Verify accuracy and completeness before submitting orders for processing.
Coordinate with Order Specialists on order processing, delivery, and customer follow-up.
Identify opportunities for Application Engineering reviews and cross-sell additional products and services.