Quotation Specialist

About the role

A Quotation Specialist is responsible for preparing accurate and timely price quotes for customers, reviewing pricing requests, and ensuring quotations meet company policies and customer requirements. The role involves communicating with internal departments, maintaining accurate records, and following up on quotes to support customer satisfaction and business operations.

Responsibilities

• Prepare and process customer quotations based on pricing, contracts, and service requirements.
• Review customer requests to ensure all information is accurate and complete.
• Calculate pricing, fees, and applicable charges to provide accurate quotes.
• Communicate with sales, operations, and accounts receivable teams to verify pricing and billing information.
• Respond to customer inquiries regarding quotations, pricing, and service availability.
• Enter quotation details into company systems and maintain organized records.
• Follow up on pending quotations and update customers on quote status.
• Review quotations for accuracy and compliance with company policies.
• Identify and correct pricing discrepancies before quotes are submitted.
• Meet deadlines while maintaining accuracy and providing excellent customer service.

Requirements

• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Basic math and data-entry skills.
• Proficiency in Microsoft Excel, Word, Outlook, and business software.
• Ability to multitask and meet deadlines.
• Strong problem-solving and customer service skills.
• Experience with quotations, billing, accounts receivable, or administrative support is preferred.