Prepares and processes accurate customer quotations by reviewing requests, calculating pricing and fees, verifying billing information, maintaining records, and coordinating with sales, operations, and accounts receivable. Responds to customer pricing inquiries, follows up on pending quotes, corrects discrepancies, and ensures quotations comply with company policies while meeting deadlines and service expectations.
Job Description:
A Quotation Specialist is responsible for preparing accurate and timely price quotes for customers, reviewing pricing requests, and ensuring quotations meet company policies and customer requirements. The role involves communicating with internal departments, maintaining accurate records, and following up on quotes to support customer satisfaction and business operations.
Key Responsibilities
- Prepare and process customer quotations based on pricing, contracts, and service requirements.
- Review customer requests to ensure all information is accurate and complete.
- Calculate pricing, fees, and applicable charges to provide accurate quotes.
- Communicate with sales, operations, and accounts receivable teams to verify pricing and billing information.
- Respond to customer inquiries regarding quotations, pricing, and service availability.
- Enter quotation details into company systems and maintain organized records.
- Follow up on pending quotations and update customers on quote status.
- Review quotations for accuracy and compliance with company policies.
- Identify and correct pricing discrepancies before quotes are submitted.
- Meet deadlines while maintaining accuracy and providing excellent customer service.
Required Skills and Qualifications
- Strong attention to detail and organizational skills.
- Excellent verbal and written communication skills.
- Basic math and data-entry skills.
- Proficiency in Microsoft Excel, Word, Outlook, and business software.
- Ability to multitask and meet deadlines.
- Strong problem-solving and customer service skills.
- Experience with quotations, billing, accounts receivable, or administrative support is preferred
Company Statement:
PSS Industrial provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristics protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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Prepares accurate customer quotations by reviewing requests, calculating pricing and fees, verifying contract and billing information, and ensuring compliance with company policies. Coordinates with sales, operations, and accounts receivable teams, responds to pricing inquiries, maintains quotation records, follows up on pending quotes, and corrects discrepancies while meeting deadlines and supporting customer satisfaction.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
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- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
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