Quote Specialist

About the job

We’re looking for someone who can support our service business by preparing accurate cost quotations for service and parts orders. This role requires experience in customer account management, estimating, service operations, inside sales, or related fields.

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 coordinate information across teams and ensure accuracy in your work.
• Build positive working relationships and communicate clearly and professionally, contributing to the overall success and growth of our organization.

Requirements

• Associate’s degree in business administration or related discipline; 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.
• Attention to Detail.
• Analytical Thinking.
• Stakeholder Communication and Internal Collaboration (ATS, DC, FS, SC, Sales, etc.).
• Mastery of Pricing/Cost/Scope Configuration Logic.
• System Accuracy & Documentation Discipline.

Qualifications

We care about diversity, inclusion and equity in our recruitment processes. We also believe behavioral traits can provide important insights into a candidate's fit to a role. To help us achieve this we apply Pymetrics assessments, and upon application you will be invited to play the assessment games.

Skills

• 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.
• Ability to prepare and QA cost quotes using standard labor rates, shipping costs, parts pricing, and service guidelines.
• Coordination with Field Service Coordinators, Service Center Coordinators, and Distribution Centers (AMDC and global DCs) to ensure accuracy of labor, material, and logistics inputs.
• Confirmation of technician requirements, service locations, and scheduling constraints are accurate for Field Service and Service Center work.
• Engagement with ATS and AMDC for validation of non-standard or replacement components before quote release.
• Ensuring compliance with Credit and Trade Compliance departments before quote release.
• Confirmation of scope details such as site requirements, technician skill levels, estimated duration, and parts availability.
• Obtaining internal approvals and reviewing information in customer portals as required.
• Handing off cost quote to Sales or Reps for final pricing and negotiation.
• Maintaining revision history, supporting documentation, and audit traceability across OneCRM, One4AL, OneService, ServiceNow, and other systems.
• Supporting margin analysis and feedback loops by identifying repeated cost variances or missing scope information.

Benefits

We offer a competitive salary and full benefits package, including medical/dental/vision/life, 401(k) plan, and more. At Alfa Laval, we carefully consider a wide range of compensation factors to determine your total compensation package. We rely on market indicators to determine compensation and consider your specific job family, background, skills, and experience to get it right. These considerations can cause your compensation to vary and will also be dependent on your location. The base salary for this role is typically between $26.00 to $30.00 hourly.

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.