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- 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.
- 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.
- 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.
- Proficiency in the English language and reading comprehension.
- Knowledge of IT infrastructure/solutions manufacturers in the enterprise space
- 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.
Quote Specialist, Sales Support - Grand Rapids, United States - Presidio
Description
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:
Other Job Responsibilities:
Required Skills:
Additional Desired Skills:
Education and Experience: