Quotation Specialist
Central Business Solutions, Inc, Westfield, IN, United States
Role Summary
We are seeking a highly organized, analytical, and detail-oriented individual to join our team as a Quotation Specialist. In this role, you will be responsible for preparing accurate pricing quotes and project estimates by gathering information from potential customers and analyzing material and job costing. You will demonstrate superior customer service by leveraging your in-depth knowledge of our services and team to support both internal and external customers. This position operates in a dynamic, fast-paced environment where priorities shift continually.
Key Responsibilities
Accurately interpret Customer Statements of Work to ensure all needs are captured in our proposals.
Build quotes from project material lists, obtain supplier pricing, understand MOQ dynamics, and compile pricing and lead time to keep products competitive and maximize profit.
Collaborate with procurement, production, and inventory departments to ensure accurate quotes.
Follow up on quotations and modify them as necessary.
Utilize MRP systems (M1) to manage pricing, supplier information, and customer data.
Logically plan project first steps, such as triaging documents (boards, mechanicals, and custom parts).
Enter submitted quotations into the sales platform (Hubspot) and report sales data to management.
Monitor the company order inbox, enter new sales orders, and validate price and lead times before acknowledging orders.
Maintain and update the NDA database, ensuring renewals are handled with customers and suppliers.
Build and strengthen professional relations with suppliers.
Qualifications
Education:
AS or BS in Computer Science, Business, Technology, or equivalent related experience.
Experience:
Functional competence and basic understanding of a production environment (electronics focus preferred); past quoting experience is beneficial but not required.
Technical Skills:
Intermediate knowledge of Microsoft Office (especially Excel and Word).
Communication:
Ability to communicate effectively with internal partners and external customers via email, telephone, and other means.
Core Competencies:
Strong numerical skills, an analytical mindset, and the ability to multitask to meet deadlines.
Problem Solving:
Ability to identify problems and offer alternative solutions or courses of action based on available resources.
Work Habits:
Ability to follow verbal and written instructions with minimal supervision.
Benefits
Medical, Dental, and Vision Insurance.
401(k) with Company Match.
Paid Holidays and PTO.
Important Requirements
Visa Sponsorship is not available. Only Visa independent candidates are eligible to apply.
Minimum Qualification
Minimum Education: High School Diploma or Equivalent.
Key Points
Primary Responsibility:
Analyze material and job costing to prepare accurate project estimates and competitive quotes.
Operational Workflow:
Manage the full quote cycle, from interpreting Customer Statements of Work to updating the sales platform (Hubspot) and managing order entry.
Collaboration:
Partner with procurement, production, and inventory teams to ensure accurate lead times and project specifications.
Administration:
Maintain NDA databases and build supplier relationships.
Qualifications:
Requires an AS or BS degree in Business, Computer Science, Technology, or equivalent experience.
Technical Proficiency:
Must have intermediate skills in Microsoft Office (Excel/Word) and familiarity with MRP systems.
Experience:
Needs a functional understanding of a production environment, ideally within electronics.
Compliance:
Applicants MUST be US Citizens or hold a current Green Card due to military contract requirements.
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We are seeking a highly organized, analytical, and detail-oriented individual to join our team as a Quotation Specialist. In this role, you will be responsible for preparing accurate pricing quotes and project estimates by gathering information from potential customers and analyzing material and job costing. You will demonstrate superior customer service by leveraging your in-depth knowledge of our services and team to support both internal and external customers. This position operates in a dynamic, fast-paced environment where priorities shift continually.
Key Responsibilities
Accurately interpret Customer Statements of Work to ensure all needs are captured in our proposals.
Build quotes from project material lists, obtain supplier pricing, understand MOQ dynamics, and compile pricing and lead time to keep products competitive and maximize profit.
Collaborate with procurement, production, and inventory departments to ensure accurate quotes.
Follow up on quotations and modify them as necessary.
Utilize MRP systems (M1) to manage pricing, supplier information, and customer data.
Logically plan project first steps, such as triaging documents (boards, mechanicals, and custom parts).
Enter submitted quotations into the sales platform (Hubspot) and report sales data to management.
Monitor the company order inbox, enter new sales orders, and validate price and lead times before acknowledging orders.
Maintain and update the NDA database, ensuring renewals are handled with customers and suppliers.
Build and strengthen professional relations with suppliers.
Qualifications
Education:
AS or BS in Computer Science, Business, Technology, or equivalent related experience.
Experience:
Functional competence and basic understanding of a production environment (electronics focus preferred); past quoting experience is beneficial but not required.
Technical Skills:
Intermediate knowledge of Microsoft Office (especially Excel and Word).
Communication:
Ability to communicate effectively with internal partners and external customers via email, telephone, and other means.
Core Competencies:
Strong numerical skills, an analytical mindset, and the ability to multitask to meet deadlines.
Problem Solving:
Ability to identify problems and offer alternative solutions or courses of action based on available resources.
Work Habits:
Ability to follow verbal and written instructions with minimal supervision.
Benefits
Medical, Dental, and Vision Insurance.
401(k) with Company Match.
Paid Holidays and PTO.
Important Requirements
Visa Sponsorship is not available. Only Visa independent candidates are eligible to apply.
Minimum Qualification
Minimum Education: High School Diploma or Equivalent.
Key Points
Primary Responsibility:
Analyze material and job costing to prepare accurate project estimates and competitive quotes.
Operational Workflow:
Manage the full quote cycle, from interpreting Customer Statements of Work to updating the sales platform (Hubspot) and managing order entry.
Collaboration:
Partner with procurement, production, and inventory teams to ensure accurate lead times and project specifications.
Administration:
Maintain NDA databases and build supplier relationships.
Qualifications:
Requires an AS or BS degree in Business, Computer Science, Technology, or equivalent experience.
Technical Proficiency:
Must have intermediate skills in Microsoft Office (Excel/Word) and familiarity with MRP systems.
Experience:
Needs a functional understanding of a production environment, ideally within electronics.
Compliance:
Applicants MUST be US Citizens or hold a current Green Card due to military contract requirements.
#J-18808-Ljbffr