Quote Proposal Specialist (USA) - [SAL144B]

Position Description:

The Quote Proposal Specialist processes and maintains all large-scale depot and onsite quotations for the organization.   Responsible for providing detailed pricing information to our Sales and Operations teams in a precise and efficient manner. 

Essential Duties and Responsibilities:

Order Processing:

• Audit customer equipment lists provided by sales representatives to ensure sufficient information has been provided.
• Create and process quote orders in the ERP system and register pertinent details in the calibration quote log.
• Navigate the Transcat Onsite Job Maintenance System to build calibration pricing quotes.
• Use Pricing Matrix to accurately price and determine primary lab capabilities.
• Manage and apply discount formulas as requested by the Sales team. Utilize travel/per diem process to determine travel charges for Onsite quotations.
• Submit finalized quotes to Lab Operations for review, indicating any issues or concerns.
• Create/revise quotations based on internal or customer directives.
• Prepare quote delivery proposals for sales representatives’ delivery to prospects/customers.
• Prepare monthly onsite recalibration quotations as generated by the Onsite Job Maintenance System, ensuring lists are accurate representations of previous calibration cycle’s work performed.
• Notify applicable Sales representatives of impending onsite recalls.
• Submit Onsite recalls to sales for delivery, making any changes requested by customer. Distribute to Lab Operations for technical and logistics review and assist in coordinating with the lab to ensure adequate tech time is allotted to the onsite.

Reporting

• Generate onsite recall reporting and engage Sales personnel to drive proactive outreach.
• Generate Ad Hoc Data reporting and customer analysis upon request.

Operational and Administrative

• Assist with process improvement or strategic initiatives related to customer quoting & pricing management.
• Other job duties as assigned.

Required Knowledge, Skills, and Abilities:  

• Proficient in Microsoft Office Suite, specifically Excel and Access.
• Excellent written & verbal communication and analytical skills
• Ability to effectively establish rapport, present information and respond to questions from internal partners.

Education and Experience:

• Bachelor’s Degree and/or experience in Sales, purchasing or quoting preferred.

Competencies: To perform the job successfully, an individual should demonstrate the following competencies:

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in-group problem solving situations.

Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.

Interpersonal Skills - Listens to others without interrupting; keeps emotions under control; Remains open to others' ideas and tries new things.

Oral Communication - Listens and gets clarification; Responds well to questions.  Participates in meetings.

Written Communication - Writes clearly and informatively; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity – Shows respect and sensitivity for cultural differences; promotes a harassment-free environment

Ethics – Treats people with respect; upholds organizational values

Organizational Support – Follows policies and procedures

Motivation – Sets and achieves challenging goals; demonstrates persistence and can overcome obstacles; takes calculated risks to accomplish objectives

Planning/Organization – Consulting with supervisory or appropriate management personnel when necessary; prioritizes and plans work; uses time effectively; sets goals and objectives

Professionalism – Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibilities for own actions; follows through on commitments

Quality – Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality

Quantity – Meets productivity standards; completes work in a timely manner

Safety/Security – Observes safety and security procedures; determines appropriate action beyond guidelines; reports potentially unsafe conditions; uses equipment and materials properly

Adaptability – Manages completing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events

Attendance/Punctuality – Consistently at work and on time, ensures work responsibilities are covered when absent; arrives at meetings and appointments on time

Dependability – Follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan

Initiative – Volunteers readily; undertakes self-development activities; seeks increased responsibilities; take independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed

Innovation – Displays original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas; presents ideas and information in a manner that gets others attention

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.

• Home office environment- job is 100% remote