Quote Specialist
The Quote Specialist is responsible preparing accurate, timely, and competitive quotes for prospective and existing customers. This includes collaborating closely with Sales, Customer Service, Operations, and field service techs across multiple locations to ensure all quotes are aligned with the company pricing strategies. The ideal candidate has a results-oriented mindset, possess strong communication skills, is detail oriented, has experience using ERP and CRM systems to locate customer information, and a proven track record of success in a fast-paced, deadline- driven environment.
This position will report to the Service Ops Manager,
MINIMUM QUALIFICATIONS
EDUCATION: High School diploma or equivalent; associate’s degree or higher preferred.
EXPERIENCE: Demonstrated ability to work collaboratively with a team of individuals located at multiple sites. Experience using ERP systems, as well as CRM systems.
KNOWLEDGE: Working knowledge of how to research information in an ERP system, and how to quote products out of a CRM or quoting software.
SKILLS: Strong analytical and problem-solving skills; excellent written and verbal communication skills, attention to detail and accuracy; self-starter with ability to prioritize tasks and manage time effectively; proficiency in MS Office Suite as need to drive results (Excel, Word, PowerPoint, and Outlook); and experience with ERP and CRM / quoting software.
SPECIFIC POSITION DUTIES
- Generate accurate quotes based on Service Technician recommendations, including pricing and delivery timelines.
- Review and analyze customer requirements, ensuring all necessary factors (e.g. discounts, volume, customization) are included in the quote.
- Work closely with Sales, Customer Service, Operations, and Engineering across multiple locations to ensure all quotes are aligned with the company quote policy and pricing strategies.
- Maintain and update quote records in CRM or relevant systems, tracking the status and follow up actions for each quote.
- Ensure quotes are efficient, competitive, and aligned with pricing guidelines; balancing customer expectations with business needs.
- Analyze historical data and sales order history data in ERP and CRM to determine if pricing decision can be independently made or if Management approval is required.
- All other duties as assigned.
We are the ASSA ABLOY Group
Our people have made us the global leader in access solutions. In return, we open doors for them wherever they go. With nearly 61,000 colleagues in more than 70 different countries, we help billions of people experience a more open world. Our innovations make all sorts of spaces – physical and virtual – safer, more secure, and easier to access.
As an employer, we value results – not titles, or backgrounds. We empower our people to build their career around their aspirations and our ambitions – supporting them with regular feedback, training, and development opportunities. Our colleagues think broadly about where they can make the most impact, and we encourage them to grow their role locally, regionally, or even internationally.
As we welcome new people on board, it’s important to us to have diverse, inclusive teams, and we value different perspectives and experiences.
