Quote Coordinator
6 days ago
Support the Solution Design Team
The Quote Coordinator will play a crucial role in ensuring that Agati Furniture meets or exceeds customer expectations in terms of quote accuracy, response time, and management of the quote inbox. This position will be directed by the Project Coordinator or Quoting Manager to set up quotes, build out quotes for clients, obtain shipping and installation estimates, and pass off finished quotes to the Project Coordinators for distribution.
Key Outcomes
- Ensure all client inquiries are addressed or directed to a suitable team member.
- Provide a great buying experience for clients, ensuring they are satisfied with our turnaround times.
- Ensure standard quote requests are dispatched within 48 hours.
- Ensure custom quote requests are dispatched within 5 days.
- Ensure projects are quoted at our target margin and stay within 1% of our target margin.
- Ensure all specification information is included on quotes before they are sent to clients.
- Ensure all fabrics have been approved or sent for testing before quotes are dispatched.
- Have the quote inbox tagged or achieved before the 10am team meeting.
- Ensure all projects in the quote inbox are set up for the team to review at the 10am team meeting.
- Ensure all projects are set up in Salesforce without duplicating accounts and opportunities.
- When projects are set up in Salesforce, ensure the correct opportunity owner is assigned and End User, A&D, and Dealer contracts are included in the opportunity.
- Ensure ERP and Salesforce have matching Opportunity, Account, and Contact information.
- Verify that costs are accurate and captured in the ERP for modified and custom products before quotes are dispatched.
Required Skills and Abilities
- Strong communication skills
- Ability to multitask and prioritize
- Critical thinking and problem-solving skills
- Strong organizational skills - able to utilize resources effectively and efficiently
- Proficient with Microsoft Office (Word, Excel, and Outlook)
- Ability to relate well and cooperate with others to effectively coordinate activities and achieve goals
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