Sales Quoting Specialist

Clinisys•Tucson, AZ

About The Position

The Sales Quoting Specialist partners with Sales Account Managers and Account Executives to ensure pricing, quotations, and custom service estimates are delivered efficiently and accurately. The role collaborates across departments, improves business processes, uses AI-enabled tools, and supports a seamless customer experience from opportunity through order execution. The position supports the creation, review, and approval of customer quotations; maintains and enhances quoting tools; processes sales-order updates; and serves as a resource for quoting and pricing questions. It also manages custom Fee-for-Service quotes from intake through completion, working with customers and internal teams to prepare estimates and meet service-level commitments. The specialist identifies and implements process improvements, supports analysis and reporting, develops training materials and process documentation, and helps colleagues apply quoting policies and best practices. Clinisys expects colleagues in all roles to use AI-enabled tools confidently, apply digital and analytical thinking, and adapt as technology evolves. Work is performed in a normal office setting with minimal exposure to health or safety hazards. The role may require limited travel. The stated starting annual base salary range is $50,000 to $80,000; actual pay may vary based on work location, qualifications, and experience.

Requirements

  • Bachelor’s degree or equivalent experience.
  • At least 1 year of professional experience in pricing, quoting, sales operations, business operations, or a related field.
  • Strong proficiency with Microsoft Office applications, particularly Excel.
  • Experience managing multiple priorities while maintaining a high level of accuracy.
  • Ability to learn quickly and understand both technical and business needs.
  • Ability to teach and operate with limited direction in a fast-paced environment.
  • Excellent oral and written communication skills.
  • Strong attention to detail.
  • Flexibility and ability to handle ambiguity.
  • Strong analytical skills.

Nice To Haves

  • Experience working with CRM platforms such as NetSuite, Oracle CPQ, or similar systems.
  • Experience in a sales, sales operations, or customer-facing business environment.
  • Experience supporting process improvement initiatives.
  • Exposure to business analytics, reporting tools, or data analysis.

Responsibilities

  • Partner with Account Managers and Sales Executive Specialists to generate, review, and approve quotations for new and existing customers.
  • Support maintenance and enhancement of sales quoting tools, including requirements gathering, testing, validation, and coordination with Information Systems teams.
  • Process updates and modifications to existing sales orders.
  • Serve as a subject-matter resource for quoting processes and pricing inquiries.
  • Manage the end-to-end custom Fee-for-Service quoting process.
  • Act as the primary liaison between customers and internal functional teams, including Product Development and other stakeholders.
  • Create pricing estimates and custom service quotations based on customer needs.
  • Monitor service-level commitments and ensure compliance with internal timelines and agreements.
  • Identify opportunities to improve quoting processes, tools, and workflows, and lead or coordinate initiatives through implementation.
  • Partner with Business Analysts on data analysis, reporting, and system administration activities.
  • Use AI-enabled and data-driven tools to improve efficiency, accuracy, and decision-making.
  • Develop training materials, job aids, and process documentation with Sales Education teams.
  • Maintain knowledge of Clinisys products, services, and configuration requirements.
  • Guide colleagues on quoting policies, processes, and best practices.
  • Perform other responsibilities as assigned.

Benefits

  • Generous paid time off (PTO).
  • Flexible work schedules.
  • Health and wellness benefits.
  • 401(k) Savings Plan.
  • Stock incentive programs.
  • Parental leave.
  • Tuition assistance.
  • Business casual dress code.
  • Continuous learning and development opportunities.
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