Buckles-Smith Careers
Quotations Specialist
Date Posted: March 1, 2023
Summary
FLSA Status: Non-Exempt
Provide a positive experience to our customers by offering project product selection assistance as well as accurately and efficiently processing requests for quotations and order processing.
Essential Duties and Responsibilities including, but not limited to:
- Establish, develop, and maintain excellent working relationships with customers, vendors, and co-workers.
- Project a positive, professional image of the company in all communication with customers, vendors, and co-workers.
- Perform duties in a professional manner by promptly providing accurate and thorough pricing quotations, product information, order information and other customer or vendor requests.
- Take ownership of customers’ requests, inquiries, and concerns promptly; follow through to customer’s satisfaction.
- Establish and develop relationships with project vendors.
- Coordinate project quotations and help maintain a project bid.
- Collaborate with customer on bills of materials based on project data.
- Strategize with vendors, customers, and our Sales Team to execute plans to obtain profitable projects.
- Take part in pre-bid walk through activities (or other possible on-site activities) to support project quotations, as needed.
- Act as primary project manager for projects, as needed.
- Work effectively with Account Managers, Product Specialists and Customer Service Representatives to resolve customer and vendor issues tied to orders, quotes, RGA’s and other lighting project sales activity.
- Ask customers pertinent questions to define expectations regarding delivery dates and price.
- Stay current with industry trends, products, and services; actively participate in vendor programs and courses.
- Become proficient with CRM tool for funnel management and vendor planning activities.
- Be proficient with necessary vendor e-tools and systems.
- Inform customers of industry events, product updates, and promotions
- Achieve overall gross margin levels established by management; profitably grow market share.
- Establish proficiency in current business system and related applications.
- Acquire knowledge of the company’s organization, structure, product lines, and policies and procedures.
- Ad hoc activities as requested.
Knowledge and Skill requirements
- Excellent customer service and interpersonal skills
- Demonstrated ability to effectively communicate orally and in writing. Effectively use communication tools (phone, instant message, email, social media, etc.)
- Ability to listen effectively and empathize with vendors, internal and external customers, and their concerns
- Working proficiency of MS Office
- Able to navigate and utilize online resources related to essential job duties and responsibilities
- Knowledge of basic algebra, percentages, addition, subtraction, multiplication
- Understanding the bid process
- General knowledge of electrical products
- Strong time management, organizational, and follow-up skills
Education
Four-year college degree plus 4 years relevant experience or High School diploma and 6+ years relevant experience
Certificates, licenses, registrations
Valid CA driver’s license
Physical Demands
While performing the duties of this job, an employee is regularly required to sit for long periods; stand; talk and hear both in person and by telephone; and use hands to operate, handle or feel office equipment; and reach with hands and arms. The employee is occasionally required to walk, climb, stoop or bend and lift and/or move up to and including twenty-five pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Specific vision abilities required by this job include close vision and the ability to adjust focus.
EOE/AA/females/minorities/veterans/disabled