Proposal/Quote Specialist II
Core
Prepare and generate customer proposals and quotes, collaborating with operations and SMEs to ensure technical accuracy and alignment with customer requirements.
Role type
Proposal/Quote Specialist
Builds
Customer proposals and pricing quotes
Domain
Business services / Quoting operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Proposal writing, quote generation, CRM management, stakeholder collaboration, pricing model application, documentation management, status tracking, process improvement
Preferred skills
Bachelor's degree in Science, Engineering, or Business, 3-5 years in quoting or related administrative/analytical roles
Technologies
Microsoft Office Suite (Excel, Word, PowerPoint), Salesforce
Responsibilities
Prepare and generate proposals and quotes based on customer requirements; Collaborate with internal stakeholders to gather information for accurate pricing; Participate in client-facing calls to discuss proposals; Assist in determining equipment and capabilities for proposed services; Manage proposal documentation and compliance; Track and update quote status in internal systems; Support continuous improvement initiatives for quote preparation
Seniority
Mid-level individual contributor