Quote Specialist

About the job

We’re looking for someone to join our team as an integral member of our service business. Your role will be to prepare accurate cost quotations for service and parts orders, gathering and validating cost inputs, and coordinating with internal teams to ensure quotes are complete, accurate, and ready for Sales to present to customers.

Responsibilities

• Experience in customer account management, estimating, service operations, inside sales, or related fields.
• Proficiency in working with business systems, documentation workflows, or ERP tools.
• Strong attention to detail and follow-through.
• Prepare and QA cost quotes using standard labor rates, shipping costs, parts pricing, and service guidelines.
• Cook up and verify labor, material, and logistics inputs with Field Service Coordinators, Service Center Coordinators, and Distribution Centers (AMDC and global DCs).
• Confirm technician requirements, service locations, and scheduling constraints are accurate for Field Service and Service Center work.
• Engage ATS and AMDC for validation of non-standard or replacement components before quote release.
• Ensure compliance with Credit and Trade Compliance departments before quote release.
• Confirm scope details such as site requirements, technician skill levels, estimated duration, and parts availability.
• Obtain internal approvals and review information in customer portals as required.
• Handoff cost quote to Sales or Reps for final pricing and negotiation.
• Maintain revision history, supporting documentation, and audit traceability across OneCRM, One4AL, OneService, ServiceNow, and other systems.
• Support margin analysis and feedback loops by identifying repeated cost variances or missing scope information.

Qualifications

• An associate’s degree in business administration or related discipline; a bachelor’s degree preferred.
• 2–4 years of experience in quoting, estimating, or service coordination within an operations or technical environment.
• Demonstrated ability to manage detailed documentation, verify cost elements, and follow structured approval workflows.
• Proficiency in ERP or CRM systems (e.g., OneCRM, One4AL, OneService, ServiceNow, or similar).
• Strong analytical, communication, and coordination skills with internal departments (Sales, Reps, Service Centers, Field Service, ATS, and Distribution Centers).
• Capable of balancing accuracy and speed while supporting high-volume quoting activities.
• An eye for detail.
• An analytical thinker.
• A stakeholder communicator and collaborator (ATS, DC, FS, SC, Sales, etc.).
• A master of pricing/cost/scope configuration logic.
• A system accuracy and documentation disciplinarian.

Pay

The base salary for this role is typically between $26.00 to $30.00 hourly.

Schedule

This is a Hybrid opportunity located in Greenwood IN, Houston TX, Warrington PA and Richmond VA.