Quote Specialist, Sales Support

3 weeks ago

Grand Rapids, United States Presidio Full time

Job Summary:

As a Quote Specialist, Sales Support, you will play a crucial role in the sales process by accurately preparing quotes for our Sales teams, providing pricing information, and ensuring that all inquiries are handled promptly and professionally. 

Travel Requirements:  

This position does not require any travel. This is a remote position.

Job Responsibilities:

Review ICM inquiries and requests for quotes, ensuring that all necessary information is provided . Prepare accurate and timely quotes for ICMs based on pricing guidelines, product specifications, and other relevant factors . Collaborate with ICMs and other internal teams to obtain necessary information for customer facing quotes. Communicate with ICMs to clarify requirements, obtain, and provide accurate pricing information and address any questions or concerns. Support the sales process by assisting the ICMs with RFQ’s. Act as a liaison between ICM and Global team for Global assistance including but not limited to submission of GPN for Global Cisco deals and other manufacturers as applicable. Ensure that quotes and proposals include all related terms, conditions, and agreements. Perform critical QC functions: reviewing RFP/contract terms, applicable credit and SOWs. Maintain complete ownership of a quote through the entire sales lifecycle of the opportunity including all revisions and updates. Comply with internal quote process workflows to ensure that quotes are reviewed and approved prior to delivery to the customer. Source accurate quotes for both Cisco business and from other Presidio vendors. Validate vendor quotes for run-rate business to ensure accurate pricing and maximize margin. Provide other ad hoc quote support to AM/ICM, Customers, and Presidio internal parties as needed. Understand and enforce Presidio sourcing policies and preferences. Collaborate with the Partner Specialists to ensure all deal registrations and other pricing incentives are leveraged. Ensure accuracy of quotes when referencing a state contract for state and local education customers (SLED). Identify and communicate opportunities to improve quoting and related processes.

Other Job Responsibilities: 

Participate in sales operations meetings as required. Assist with New Hire onboarding support. Receives work direction from department leadership; however, is responsible for prioritizing his/her own work by sales allocation, date needed to fill and logistics of work order. Additional responsibilities as required.

Required Skills:

Strong attention to detail and accuracy, with ability to interpret product specifications and pricing guidelines. Excellent communication skills, both written and verbal, with the ability to interact professionally with sales and internal teams. Proficiency in Microsoft Office, particularly Excel, and experience with CRM software or other sales tools preferred. Ability to prioritize tasks, manage multiple requests simultaneously, and meet deadlines in a fast-paced environment. Ability to work closely and effectively with members across departments and at all levels of the organization. Strong analytical thinking skills and the ability to interpret data. Positive attitude, team player mentality, and a commitment to delivering outstanding sales support. Flexible schedule to assist in resolving high-priority requests during peak periods.

Additional Desired Skills: 

Proficiency in the English language and reading comprehension. Knowledge of IT infrastructure/solutions manufacturers in the enterprise space

Education and Experience:

Bachelor's degree or equivalent experience and/or military experience. + years of working experience in sales support, customer service, or related role, with a focus on preparing quotes or pricing.

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