Senior Quotations Specialist
About The Position
The Senior Quotations Specialist is responsible for establishing relationships with customers and vendors to secure pricing positions for bids. Responsible for reviewing bid packages, formulating project quotations, and providing product knowledge. This role involves quoting moderate to high profile/complex projects that require a high level of product knowledge, reviewing bid packages including technical requirements, approved manufacturers list, commercial requirements, project drawings, and documentation requirements. The specialist will format customer requests, issue RFQs to vendors, compile bid tabulations, prepare final proposals, and negotiate pricing with suppliers, offering substitute products where appropriate. Additionally, the role requires participation in product meetings and training, discussing vendor strategy and margin levels with the team, gathering feedback for pricing adjustments, and establishing/maintaining customer and supplier relationships. The position also involves utilizing company digital tools to sell, promote, or demonstrate product knowledge to new and existing customers.
Requirements
- 5+ years of experience customer service, project manager, or related experience
- Experience with electrical distribution, lighting, and controls, or adjacent industry preferred
- High School or GED - Required
- Ability to prioritize and manage multiple tasks and deadlines
- Strong organizational skills
- Excellent negotiation skills, interpersonal skills, and ability to drive decisions with influence
- Product and application knowledge essential
- Ability to assist in project design without rep/manufacturing assistance
- Ability to identify, read, and review project drawings (one-lines, gear and lighting schedules, and layouts.)
- Customer oriented and motivated with excellent communication, customer service, time management, and problem-solving skills
- Intermediate to advanced computer skills, specifically with Excel/Outlook/Word, /PDF editor (Blue Beam or Adobe) quote tool, and design software
- Ability to establish good relationships and credibility with project stakeholders
- Ability to collaborate at all levels; including senior decision makers with customer and vendors
- Must possess an entrepreneurial spirit and be self-motivated and enthusiastic about business
- Willingness to drive team growth through mentoring and coaching on product knowledge, process, and relationships
Responsibilities
- Quote moderate to high profile/complex projects that require a high level of product knowledge
- Review bid package and all the requirements surrounding the package including technical requirements, approved manufacturers list, commercial requirements, project drawings, and documentation requirements
- 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
- 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 team to discuss vendor strategy and margin levels
- Gather and track feedback to be used to identify areas where pricing or markup need to be adjusted for future successful bids
- Establish and maintain relationships with customers and suppliers
- Increase business by utilizing company digital tools to sell, promote, or demonstrate product knowledge to new and existing customers
- Perform other duties as assigned
Benefits
- 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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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
