Sales Quote Specialist

About the role

The Sales Quote Specialist provides sales support by handling and processing quoting activity within an assigned area or region(s). Additional duties may include management of assigned (smaller volume) dealer accounts, identifying reasonable and competitive pricing, and supporting the field as required.

Responsibilities

• Handle, organize, and process residential and/or commercial quotes.
• Establish a quote tracking system and follow up on outstanding quotes within a specified time frame.
• Track competitors’ pricing and other market information; provide reports to management.
• Provide job information sheets, data, and literature as requested.
• Support outside sales and branch organization with sales quoting activity.
• Work with Branch Manager, Outside Territory Sales Manager, Region Manager, and Area Sales Manager on pricing for field quotes.
• Develop proposals for presentation to prospective customers.
• Maintain customer relationships through proactive communication.
• Establish and maintain collaborative relationships with Divisional Staff.
• Assist in the implementation of company marketing plans as needed.
• Obtain and provide local market intelligence and feedback to the Region and Area Sales Manager.
• Perform additional duties as needed.

Requirements

• 3 years of customer service/sales experience.
• 2+ years of experience with quoting/estimating products.
• 3+ years of HVAC experience preferred.
• High School diploma or GED equivalent; some college preferred.
• Must be legally authorized for employment in the United States without employer sponsorship.

Skills

• HVAC product/equipment knowledge preferred.
• Knowledge of advertising and sales promotion techniques.
• Excellent customer service and relationship management skills.
• Excellent verbal & written communication and presentation skills.
• Proficient in MS Office (Word, Excel, PowerPoint).
• Analytical skills to accurately quote products and develop reporting/tracking systems.
• Effective problem-solving skills.
• Willingness to work a flexible schedule and occasional overnight travel (up to 20%).
• Ability to maintain a professional appearance and provide a positive company image.

Schedule

Work schedule may extend outside of standard business hours and days.

Reports to: Manager, Regional Operations / Manager, Regional.