Quoting Associate III
Medical Action Industries · Arden, NC · 1 wk ago
OTHR$22–$30/hrFull-time
Key Responsibilities
- Quote Preparation & Execution
- Prepare customer quotes and project estimates
- Review RFPs, project plans, and individual quote requests
- Build and review bills of materials (BOMs)
- Determine appropriate products, quantities, and configurations
- Produce, revise, and distribute quotes within required turnaround times
- Modify existing quotes to reflect quantity changes, product substitutions, or customer revisions
- Ensure product numbers, configurations, and pricing in Salesforce accurately reflect approved quoting strategies
- Sales & Customer Support
- Serve as the primary quoting contact for assigned field sales representatives
- Collaborate with Sales via phone, email, and Salesforce
- Clarify scope, timing, and quoting requirements
- Manage and maintain Salesforce contact records for assigned sales representatives
- Cross‑Functional Collaboration
- Partner with Operations, Engineering, Finance, Contracts, Quality, Purchasing, and Manufacturing
- Obtain accurate product, cost, and pricing information
- Validate pricing accuracy and compliance with current agreements and guidelines
- Escalate complex, non-standard, or high-risk quoting scenarios to the Quoting Team Lead
- Systems, Data & Quality
- Prepare and maintain all quotes, projects, and supporting documentation within Salesforce
- Maintain data integrity, accuracy, and completeness across quoting records
- Follow established quoting processes, approval paths, and documentation standards
- Maintain confidentiality of all company, customer, and pricing information
- Continuous Improvement & Team Support
- Follow standard work and quoting best practices
- Identify recurring issues or inefficiencies
- Raise improvement opportunities to the Team Lead
- Support onboarding and training of new quoting team members
- Adhere to company policies, compliance requirements, and core values
- Degree in Business, Technical Program, Operations, or related field or equivalent experience
- Prior experience in quoting, estimating, pricing, sales support, or a related role
- Proficiency in CRM systems, preferably Salesforce
- Strong Microsoft Excel skills
- Excellent organizational, time-management, and communication skills
- Able to manage multiple quotes and deadlines in a fast-paced environment
- Strong attention to detail and data accuracy
- Experience in manufacturing, healthcare products, or regulated environments
- Familiarity with bills of materials and product configuration concepts
- Experience supporting field sales organizations