Quotations Specialist

About the Role

The Quotations Specialist is responsible for establishing relationships with customers and vendors to secure pricing positions for bids. This role involves reviewing bid packages, formulating project quotations, and providing product knowledge. Pay will be dependent on the candidate's level of experience, knowledge, and capabilities.

Responsibilities

• Quote low to moderate profile/complex projects
• Review bid package and all requirements, including technical, approved manufacturers list, commercial requirements, and documentation requirements
• Work closely with Outside Sales or the branch(es) to discuss strategy and approach for each proposal request
• Format customer request into a standardized spreadsheet for bid review
• Break down bid package and issue Request for Quotation (RFQ) to vendors, communicating deadlines, project information, and any additional pertinent details
• Receive pricing and compile a bid tabulation for review
• Prepare and submit final proposal with all required documentation
• Negotiate pricing with suppliers and offer substitute products where appropriate
• Participate in product meetings, seminars, and training schools to enhance and maintain product knowledge
• Meet with the team to discuss vendor strategy and margin levels
• 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

Requirements

• 2+ years of customer service, project management, or related experience preferred
• Experience with electrical distribution, lighting, and controls, or adjacent industry preferred
• High School diploma or GED (Required)

Skills

• Ability to prioritize and manage multiple tasks and deadlines
• Strong organizational skills
• Developing product and application knowledge
• Customer-oriented with excellent communication, interpersonal skills, customer service, time management, and problem-solving skills
• Proficient in computer skills, specifically Excel, Outlook, Word, PDF editors (Blue Beam or Adobe), and appropriate quoting tools
• Ability to establish good relationships and credibility with all project stakeholders
• Ability to collaborate with sales team, customers, and vendors
• Entrepreneurial spirit, self-motivated, and enthusiastic about business
• Desire and aptitude to learn quickly with a growth mindset, self-improvement, and continuous learning

Physical Demands

• Sit: Constantly – at least 51% (must be able to remain in a stationary position)
• Walk: Frequently – 21% to 50% (must be able to move about inside/outside office or work location)
• Use hands to finger, handle, or feel: Constantly – at least 51% (operates a computer and other office machinery)
• Stoop, kneel, crouch, or crawl: Occasionally – up to 20% (must be able to crouch down for tasks like stocking shelves or maintaining equipment)
• Climb or balance: Occasionally – up to 20% (must be able to ascend/descend ladders, forklifts, pallet jacks, or other warehouse equipment)
• Talk, hear, taste, smell: Constantly – at least 51% (must effectively communicate and detect hazardous conditions)
• Lift up to 10 pounds: Occasionally – up to 20%

Working Environment

• Exposed to unpleasant or disagreeable physical environment such as high noise levels and/or exposure to heat and cold: Occasionally – up to 20%
• Travels to offsite locations: Occasionally – up to 20%

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 (Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance, etc.)
• Employee Discount Programs
• Professional Training & Development Programs
• Career Advancement Opportunities – preference for internal promotions