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Quotation Specialist
3 years ago

The individual in this position will utilize technical knowledge to prepare bills of material for quotation packages for OEM, commercial and industrial projects. The candidate will have the ability to interpret customer requirements, match products to customer specifications/drawings and ensure the quote is technically compatible and competitive. They will be able to communicate with Sales Engineers to determine/clarify project requirements. The candidate should be able to understand, analyze, document, and communicate contractual, technical, and commercial terms and have a working understanding of bid strategies and market conditions. This individual will provide bills of material with comments on exceptions and built in value for use by the Sales Engineer in customer bid proposals. They understand the Sales Engineer's strategy and creates a bid package which optimizes opportunity success. Participates in order handoff, conversion and approval processes as needed to ensure proper order conversion. Embraces and fully utilizes new tools and technology to improve efficiency.

Primary Responsibilities

  • Ensure all necessary project documentation is received and loaded in SE Advantage from Sales to provide an accurate and clean order handoff

  • Assist OSS and BDS in the SEA Order Quality Process to ensure Quote Accuracy. Follow the OEM Collaboration Play document to ensure the roles & responsibilities are followed between all parties.

  • Conduct Project Review Meetings with BDS, OSS, Distributors and Customers, as needed, to review all project Exceptions/Clarifications and Critical Deadlines

  • Complete the Local Technical Review or submit to the plant as required and provide Sales with the SEA Technical Action Log for review with the customer

  • Update the Project Bill of Material and submit to price management as changes are required. Provide customer with an updated BOM showing the latest BOM, price changes and deviations from the specification

  • Participate in regular calls with the sales teams to review quote details, value engineering options, additional documentation requirements, clarifications, etc to ensure quote accuracy

  • Provide a final Quote to Sales for the customer's approval prior to order conversion

  • Development of quotations from material takeoff from engineered plans

  • Provides consistent, responsive, quality service to our customers

  • Build & maintain close relationships with all quotation development stakeholders

  • Keep current of new products, trends, and product development

  • Coordinate with internal Quote Support Groups to ensure schedules are met and project requirements met

  • Gather required information for quote preparation

  • Utilize product knowledge and experience to make judgment and discretionary decisions to determine what product specifications and solutions are necessary for a specific project

  • Actively participates in coordinating, analyzing, and acting upon information and feedback of customer needs, products, competition, and processes

  • Determines and suggests suitable substitute products wherever possible.

  • Download required specs, plans take-off, etc.


Additional Responsibilities

  • Provides input and market intelligence, as required.

  • Attends sales meetings and training programs, as required.


BSE or equivalent experience required, 3-6 years industry experience. The ideal candidate will be a self-motivated team player with good time management, verbal, and written communication skills. The candidate must be able to effectively utilize company software programs/collaborative tools.

Location

Job location is in the Central United States. Flexibility to work remo

As a federal government contractor, all Schneider Electric U.S. employees (including U.S. territories and Puerto Rico) must be fully vaccinated against COVID-19, subject to federal laws.

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