Quotations Assistant

Title:  Quotations Assistant

Effective date:  May 17, 2018

Reports to: Service Center Manager, Operations Manager, or Project Quotations Supervisor

Direct reports: No direct reports.

Customers served:  Summit Associates; all Summit customers including vendors, manufacturer’s representatives, and other Summit suppliers.

Role Summary: This position is responsible for assisting in the provision of pricing from our vendors for the Service Center’s new quotes, existing projects, and opportunities from the outside sales team.  The successful candidate will work closely with their team and their customers by fulfilling Requests for Quotations from a Bill of Material.

Essential Job Functions:
•    Support the overall Service Center sales strategy as an integral part of the sales team through efficient and timely responses to internal and external customers
•    Accurately review incoming Request for Quotations (RFQs) on customer submitted Bills of Materials and prepare quotations for customers on requested products and services
•    Contact manufacturer’s directly or through local representatives to obtain product and pricing information as necessary, utilizing knowledge of products requested and manufacturer’s service levels to determine the best solution for a customer.
•    Determine pricing estimates for materials using a variety of criteria, such as inventory availability, competitive position, price validity, and other logistical considerations.
•    Assist customers primarily over the internet via email, and/or phone as needed.
•    Partner with Project Quotations Specialists, CSRs, Account Managers, Service Center Leaders or other Summit associates as needed to maintain levels of excellence throughout Summit
•    Proactively follow up on customer RFQs and direct any questions, challenges or needs to the appropriate Summit associate for resolution
•    Build and maintain customer relationships through timely response to customer RFQs.  Maintain records of customer quotations.
•    Assist Project Quotations personnel as directed
•    Other administrative duties as needed.
•    Participate in continuous training sessions, online learning platforms, and lunch & learns to increase sales skills, product and industry knowledge and pursue career development.

Required Qualifications and Experience:
•    Proficiency in Microsoft Office Suite (Excel, Word)
•    Strong customer service orientation
•    Exceptional follow up skills.  Detailed oriented with a proven record in meeting deadlines
•    Excellent interpersonal and communication skills (verbal and written)
•    Customer focused and results oriented
•    Team player who thrives in a fast paced environment.  Ability to work independently as needed.
•    High school diploma or GED

Beneficial Skills and Experience:
•    College degree preferred. Areas of study in Finance, Business Administration, Supply Chain, or Construction Management a plus
•    Previous experience in the electrical industry. Knowledge of products and electrical systems associated with commercial and industrial projects, construction, and maintenance a plus.
•    Experience with ERP software (SAP preferred)
•    Advanced knowledge of Excel

Physical Challenges:
•    Consistent sitting for hours at a time 
•    Consistent use of keyboard and mouse
•    Must be able to lift 5+ pounds on a regular and consistent basis
•    Ability to climb stairs on occasion
•    Majority of job is located inside office during regular office hours of operation

FLSA Status:  Non-Exempt.