Quote Specialist

Alfa Laval•Greenwood, IN

1d•$26 - $30•Hybrid

About The Position

The Quote Specialist supports the service business by preparing accurate cost quotations for service and parts orders. The role gathers and validates cost inputs, coordinates with internal teams, and ensures quotes are complete, accurate, and ready for Sales to present to customers. It involves building positive working relationships and communicating clearly and professionally. This is a hybrid opportunity located in Greenwood, Indiana; Houston, Texas; Warrington, Pennsylvania; or Richmond, Virginia. The Quote Specialist prepares and quality-checks cost quotes using standard labor rates, shipping costs, parts pricing, and service guidelines. The role confirms scope, technician and scheduling requirements, service locations, parts availability, and logistics inputs; coordinates validation of non-standard or replacement components; confirms Credit and Trade Compliance requirements; obtains internal approvals; and reviews customer-portal information when needed. The position hands cost quotes to Sales or representatives for final pricing and negotiation, maintains revision histories and supporting documentation across business systems, and supports margin analysis by identifying recurring cost variances or missing scope information. The role requires an associate’s degree in business administration or a related discipline, with a bachelor’s degree preferred, and relevant experience. The job posting states that visa sponsorship is not available and that applicants currently residing in the United States or with an established presence in the area are being prioritized.

Requirements

Associate’s degree in business administration or a related discipline; a bachelor’s degree is preferred.
2–4 years of experience in quoting, estimating, or service coordination within an operations or technical environment.
Experience in customer account management, estimating, service operations, inside sales, or related fields.
Demonstrated ability to manage detailed documentation, verify cost elements, and follow structured approval workflows.
Proficiency with ERP or CRM systems, such as OneCRM, One4AL, OneService, ServiceNow, or similar systems.
Strong analytical, communication, and coordination skills with internal departments and stakeholders.
Ability to balance accuracy and speed while supporting high-volume quoting activities.
Strong attention to detail and follow-through.
Capability in pricing, cost, and scope configuration logic, system accuracy, and documentation discipline.

Nice To Haves

Bachelor’s degree in business administration or a related discipline.
Behavioral strengths highlighted for the role include attention to detail, analytical thinking, stakeholder communication, and internal collaboration.

Responsibilities

Prepare and quality-check cost quotes using standard labor rates, shipping costs, parts pricing, and service guidelines.
Coordinate with Field Service Coordinators, Service Center Coordinators, and Distribution Centers, including AMDC and global distribution centers, to validate labor, material, and logistics inputs.
Confirm technician requirements, service locations, and scheduling constraints for Field Service and Service Center work.
Engage ATS and AMDC to validate non-standard or replacement components before releasing quotes.
Ensure Credit and Trade Compliance requirements are met before quote release.
Confirm scope details, including site requirements, technician skill levels, estimated duration, and parts availability.
Obtain internal approvals and review information in customer portals as required.
Hand off cost quotes to Sales or representatives for final pricing and negotiation.
Maintain revision history, supporting documentation, and audit traceability across OneCRM, One4AL, OneService, ServiceNow, and other systems.
Support margin analysis and feedback loops by identifying recurring cost variances or missing scope information.