Description
Job title
Project Quotation Lead
Reports to
Sales Manager
Classification
Non-exempt
Schedule
Monday – Friday, 8 AM – 5 PM / 40 hours a week
Summary/Objective
Responsible for overseeing and coordinating the project quoting process, ensuring accurate and timely preparation of quotes for projects. Works closely with sales, purchasing, vendors, and project management teams to develop competitive pricing, review project requirements, and ensure quotes align with customer expectations and company objectives.
Essential Functions
- Answering customers’ questions about products, prices, availability, product uses, and credit terms
- Partner with purchasing team for strategic buying opportunities for awarded project pricing
- Assist outside sales team in negotiating vendor pricing and securing improved SPAs
- Tracking bids and analyzing to improve future project win rates
- Recommending products to customers based on their needs and interests
- Contacting regular and prospective customers to demonstrate products, explain product features, and solicit orders
- Estimating or quoting prices with delivery dates
- Consulting with clients after sales or contract signings to resolve problems and providing ongoing support
- Preparing estimates and bids that meet specific customer needs
- Forwarding orders to manufacturers
- Performing additional assignments at the direction of the supervisor
- Prepare Submittal Package based on Project requirements
- Provide technical and administrative support and guidance to the Quotes department
Competencies
- Knowledge of Microsoft Word, Excel, and Outlook
- Ability to work independently
- Ability to communicate effectively
- High degree of professionalism
- Strong math skills
- Customer-service driven
- Ability to establish and maintain strong relationships
Supervisory Responsibility
The Project Quotations Lead position does not have any direct supervisory responsibilities.
Working conditions
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand and walk.
This is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bending or standing on a stool as necessary.
Position Type and Expected Hours of Work
This is a full time position. Days and hours of work are Monday through Friday, 8:00am-5:00pm. The employee must work 40 hours each week to maintain full-time status. Occasional evening and weekend work may be required as job duties demand.
Qualifications
Education and Experience
- 3 years of sales experience in the Electrical Distribution Industry required
- Commercial Contractor Sales experience preferred
- High School diploma or equivalent required
- College degree(s) preferred