ITSG Inside Sales Quoting Specialist

Job Description

Job Description

Position Summary :

A Quoting Specialist is a key player in the sales and customer service team, responsible for managing the quoting process for hardware and software solutions. This role involves a blend of technical knowledge, customer interaction, and sales acumen to ensure accurate and timely quotes for clients. Additionally, the specialist plays a crucial part in maintaining strong relationships with both customers and vendors, contributing to the overall success of the sales team.

Essential Duties and Responsibilities :

All areas of responsibility listed below are essential to the satisfactory performance of this position, with reasonable accommodation, if necessary. Any non-essential functions are assumed to be included in "other related duties as assigned" :

• Provide hardware & software proposals to sales reps and customers.
• Review and process product orders, create Sales orders and own conveyor to purchasing
• Coordinate with other departments on cross-departmental sales opportunities.
• Ensure client satisfaction by identifying issues and opportunities, establishing priorities, and developing appropriate action plans to achieve client objectives.
• Act as a liaison between clients, Sales, Solutions Architects, ITSG Service and CSM Teams, for assigned Loffler clients.
• Collaborate with vendors and distributors to specify products, collect quotes, confirm availability, and ensure compatibility.
• Serve as the Administrator for CPQ Sell, coordinating with ConnectWise support as needed.
• Manage customers' cloud-based licensing, for example, Microsoft and Adobe products.
• Assist Customer Success Managers (CSMs) with deal registration processes.
• Coordinate with Purchasing or Solution Architects to find replacements for products that are end-of-life (EOL) or out of stock.
• Develop and document processes to ensure consistency and efficiency.

General duties :

Qualifications / Requirements :

Education / Experience :

Supervisory Responsibilities :

This job does not have supervisory responsibilities.

The posted range for this position represents a good faith estimate of the minimum and maximum starting compensation for this role. In addition to the base salary, we offer a comprehensive benefits package that includes health and dental insurance, retirement plans, and paid time off.

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