Quotations Specialist

Job Summary

The Quotations Specialist provides specialized knowledge and skills in quoting equipment and packages to customers. Performs takeoffs of bids and pricing functions. Proactively works with engineers and customers to meet their changing business needs and resolve issues. Develops quotations and requests bid and/or performance bonds for customers within company profit objectives and guidelines. Actively participates in coordinating, analyzing, and acting upon information and feedback of customer needs, pricing, products, competition, and procedures.

Responsibilities

Essential Functions

• Performs takeoffs of bids and pricing functions that could include products such as switchboards, panelboards, transformers, safety switches, motor control centers, variable frequency drives, switchgear, duct systems, and specialty equipment or products such as fixtures, lighting, lamps, and dimming systems. 
• Utilizes knowledge and experience to make judgment and discretionary decisions to determine what product specifications, applications, and pricing are necessary for a specific project.  
• Provides guidance and may participate in the completion of the quotation process for each assigned project. 
• Provides customers with timely follows-up on specialized or technical inquiries and requests.   
• Develops quotations and requests bids for customers within company profit objectives and guidelines.  
• Provides consistent, responsive, quality service to our customers.  
• Actively participates in coordinating, analyzing, and acting upon information and feedback of customer needs, pricing, products, competition, and procedures.
• Coordinates with Border States staff to resolve customer billing issues resulting from errors in the quotations process, pricing, shipping, deliver or other customer service/credit areas.  
• Maintains an active log of wins/losses for project bids that includes vendors and contractors quoted.
• May provide value engineering and expedited ship options per customer’s specific project needs.

Non-essential Functions

• Provides input and market intelligence, as required.  
• May place orders and hold orders on secured projects, prepare submittal drawings, and release hold orders after submittal approval.  
• May obtain orders and provide sales support for the BSE outside sales force.  
• May provide guidance in purchasing functions, product evaluations and code descriptions, inventory management, pricing development, and other related services.
• Attends sales meetings and training programs, as required.  
• Participates in sales meetings and trade shows, as needed.
• Performs other duties as assigned. 
   

Qualifications

• Minimum of a business or trade degree preferred or the equivalent in work experience. 
• Minimum of four years of prior customer service, quotation, or sales experience with strong knowledge of electrical products and systems preferred.  
• Comprehensive knowledge of product lines and applications, alternate product substitutes, and supplier pricing policies preferred.  
• Ability to read, write and speak in English preferred.  
• Strong working knowledge of PC for Windows, Microsoft Office (Excel, Word, and PowerPoint), Internet, Email and SAP software preferred. 
• Prior experience working in switchgear manufacturer quotations software (i.e. Eaton BidManager) may be preferred.  

Skills and Abilities

• Strong technical ability to understand electrical systems and product applications with prior electrical distribution experience preferred.  
• Technical ability to read blueprints and specifications.
• Excellent interpersonal, written, and verbal communication, reading, and customer service skills are preferred with the ability to effectively plan and organize.  
• Excellent customer service skills include being competent, accurate, responsive, and engaged.

Physical Requirements

Frequency at which you would carry/lift in a typical day:
Occasionally 0 – 33% Frequently 34 – 66% Continuously: 67 – 100%

• Lift from Waist:
  • < than 10 lbs. - Not at all
  • 10 to 25 lbs. - Not at all
  • 26 to 50 lbs. - Not at all
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all
• Lift from Floor:
  • < than 10 lbs. - Frequently
  • 10 to 25 lbs. - Frequently
  • 26 to 50 lbs. - Occasionally
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all
• Carried for Distance:
  • < than 10 lbs. - Not at all
  • 10 to 25 lbs. - Not at all
  • 26 to 50 lbs. - Not at all
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all

Physical Activity

Frequency at which you would do the following in a typical day:

• Sitting (a continuous period of being seated) - Continuously
• Standing (for sustained periods of time) - Frequently
• Walking (moving about on foot to accomplish tasks) - Frequently
• Bending/stooping (downward and forward) - Occasionally
• Crawling (moving about on hands and knees or hands and feet) - Not at all
• Climbing/Walking Stairs (ascending or descending) - Frequently
• Reaching (extending arms in any direction) - Frequently
• Crouching/squatting (bending the body downward and forward by bending leg and spine) - Occasionally
• Kneeling (bending legs at knee to come to rest on knee(s)) - Occasionally
• Balancing (maintaining body equilibrium to prevent falling) - Occasionally
• Repetitive motion (substantial movement (motions) or the wrists, hands, and/or fingers) - Continuously
• Pivoting (movement in any direction with one foot, keeping the other in contact with the floor) - Occasionally
• Pushing/Pulling (using upper extremities to press against or draw or tug) - Occasionally
• Grasping (Applying pressure to an object with the fingers and palm) - Continuously
• Fingering (picking, pinching, typing; working with primarily fingers and not whole hand) - Continuously
• Talking (expressing or exchanging ideas by means of the spoken word) - Continuously
• Driving (the control and operation of a motor vehicle) - Occasionally
• Desk work (work usually performed at a desk) - Continuously
• Use of a computer - Continuously
• Use of a telephone - Continuously
• Hearing (Perceiving the nature of sounds at normal speaking levels) - Continuously
• Exposure (to adverse weather & temperature conditions) - Occasionally
• Travel (travel needed to perform job duties) - Occasionally

Additional Information

This job description is a summary of the job duties and responsibilities and is not intended to cover all possible job duties and is subject to change at the employer’s discretion. Employees must be able to perform the essential job duties and satisfy job requirements either with or without a reasonable accommodation.