Sales Quoting Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with Account Managers and Sales Executive Specialists to create, assess, and authorize customer quotations for both new and existing clients.

• Assist in the maintenance and enhancement of sales quoting tools, which includes gathering requirements, conducting testing, validating results, and coordinating with Information Systems teams.

• Implement updates and modifications to current sales orders.

• Act as a subject matter expert for quoting processes and pricing-related queries.

• Oversee the entire custom quoting (Fee for Service) process.

• Function as the main point of contact between customers and internal functional teams, including Product Development and other key stakeholders.

• Generate pricing estimates and tailored service quotations based on client requirements.

• Track service-level commitments and ensure adherence to established internal deadlines and agreements.

• Identify opportunities for enhancing quoting processes, tools, and workflows.

• Lead or coordinate initiatives for process improvements through effective implementation.

• Collaborate with Business Analysts to assist in data analysis, reporting, and system administration tasks.

• Utilize AI-enabled and data-driven tools to boost efficiency, accuracy, and decision-making.

• Create training materials, job aids, and process documentation in collaboration with Sales Education teams.

• Stay informed about Clinisys products, services, and configuration requirements.

• Offer guidance on quoting policies, processes, and best practices.

• Undertake additional responsibilities as assigned.

⛳️ Requirements

• Bachelor’s degree or an equivalent level of experience.

• At least 1 year of professional experience in pricing, quoting, sales operations, business operations, or a comparable field.

• Strong proficiency in Microsoft Office applications, especially Excel.

• Demonstrated ability to manage multiple priorities while ensuring a high level of accuracy.

• Quick learner with the capacity to comprehend both technical and business requirements.

• Capability to teach and work independently in a fast-paced environment.

• Excellent verbal and written communication skills.

• Strong attention to detail.

• Ability to adapt and handle uncertainty.

• Strong analytical skills.

• Preferred: experience with CRM platforms such as NetSuite, Oracle CPQ, or similar systems.

• Preferred: experience in a sales, sales operations, or customer-facing business setting.

• Preferred: experience in supporting process improvement initiatives.

• Preferred: exposure to business analytics, reporting tools, or data analysis.

• Must be able to lift up to 10 pounds with assistance as part of office routine.

• Limited travel may be necessary.

🏝️ Benefits

• Business casual dress code.

• Generous paid time off (PTO).

• Flexible work schedules.

• Opportunities for continuous learning and development.

• Promotion from within.

• Cross-functional collaboration.

• Health and wellness benefits.

• 401(k) Savings Plan.

• Stock incentive programs.

• Parental leave.

• Tuition assistance.