Quote Specialist
Core
Prepare accurate cost quotations for service and parts orders by gathering, validating cost inputs, and coordinating with internal teams to ensure quotes are complete and ready for Sales.
Role type
Mid-level operations quote specialist
Builds
Cost quotes for service and parts orders
Domain
Industrial equipment service operations
Required skills
Cost estimation, ERP/CRM proficiency, attention to detail, analytical thinking, stakeholder communication, pricing logic, documentation discipline
Preferred skills
Customer account management, service operations experience, inside sales background
Technologies
OneCRM, One4AL, OneService, ServiceNow
Responsibilities
Prepare and QA cost quotes using standard labor rates, shipping costs, and parts pricing; Coordinate with Field Service Coordinators and Distribution Centers to ensure accuracy of labor, material, and logistics inputs; Confirm technician requirements, service locations, and scheduling constraints; Engage ATS and AMDC for validation of non-standard components; Ensure compliance with Credit and Trade Compliance departments; Obtain internal approvals and review customer portal information; Handoff cost quotes to Sales for final pricing and negotiation; Maintain revision history and audit traceability across systems; Support margin analysis by identifying cost variances.
Seniority
Mid-level, hands-on IC