Quotation Specialist

Central Business Solutions, Inc; Westfield (IN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) with Company Match

Paid Holidays and PTO

Job summary

Central Business Solutions, Inc is seeking a Quotation Specialist to prepare accurate pricing quotes and project estimates. The role involves analyzing customer needs and collaborating with procurement and production teams to manage quotes effectively. An AS or BS degree in Computer Science, Business, or Technology is required. Candidates should have intermediate skills in Microsoft Office and some familiarity with production environments, ideally within electronics. This position is for US citizens or Green Card holders only.

Qualifications

• Previous experience in a production environment, especially electronics is preferred.
• Basic understanding of quoting processes is beneficial.
• Ability to work with minimal supervision.

Responsibilities

• Prepare accurate pricing quotes and project estimates from Customer Statements of Work.
• Collaborate with procurement and production for accurate quoting.
• Log and track quotations, orders and maintain databases.

Skills

Analytical mindset

Strong numerical skills

Effective communication

Multitasking

Education

AS or BS in Computer Science, Business, Technology

Tools

Microsoft Excel

Microsoft Word

MRP systems (M1)

Hubspot

Job description

Role Summary

We are seeking a highly organized, analytical, and detail-oriented individual to join our team as a Quotation Specialist. In this role, you will be responsible for preparing accurate pricing quotes and project estimates by gathering information from potential customers and analyzing material and job costing. You will demonstrate superior customer service by leveraging your in-depth knowledge of our services and team to support both internal and external customers. This position operates in a dynamic, fast-paced environment where priorities shift continually.

Key Responsibilities

• Accurately interpret Customer Statements of Work to ensure all needs are captured in our proposals.
• Build quotes from project material lists, obtain supplier pricing, understand MOQ dynamics, and compile pricing and lead time to keep products competitive and maximize profit.
• Collaborate with procurement, production, and inventory departments to ensure accurate quotes.
• Follow up on quotations and modify them as necessary.
• Utilize MRP systems (M1) to manage pricing, supplier information, and customer data.
• Logically plan project first steps, such as triaging documents (boards, mechanicals, and custom parts).
• Enter submitted quotations into the sales platform (Hubspot) and report sales data to management.
• Monitor the company order inbox, enter new sales orders, and validate price and lead times before acknowledging orders.
• Maintain and update the NDA database, ensuring renewals are handled with customers and suppliers.
• Build and strengthen professional relations with suppliers.

Qualifications

• Education: AS or BS in Computer Science, Business, Technology, or equivalent related experience.
• Experience: Functional competence and basic understanding of a production environment (electronics focus preferred); past quoting experience is beneficial but not required.
• Technical Skills: Intermediate knowledge of Microsoft Office (especially Excel and Word).
• Communication: Ability to communicate effectively with internal partners and external customers via email, telephone, and other means.
• Core Competencies: Strong numerical skills, an analytical mindset, and the ability to multitask to meet deadlines.
• Problem Solving: Ability to identify problems and offer alternative solutions or courses of action based on available resources.
• Work Habits: Ability to follow verbal and written instructions with minimal supervision.

Benefits

• Medical, Dental, and Vision Insurance.
• 401(k) with Company Match.
• Paid Holidays and PTO.

Important Requirements

Visa Sponsorship is not available. Only Visa independent candidates are eligible to apply.

Minimum Qualification

Minimum Education: High School Diploma or Equivalent.

Key Points

• Primary Responsibility: Analyze material and job costing to prepare accurate project estimates and competitive quotes.
• Operational Workflow: Manage the full quote cycle, from interpreting Customer Statements of Work to updating the sales platform (Hubspot) and managing order entry.
• Collaboration: Partner with procurement, production, and inventory teams to ensure accurate lead times and project specifications.
• Administration: Maintain NDA databases and build supplier relationships.
• Qualifications: Requires an AS or BS degree in Business, Computer Science, Technology, or equivalent experience.
• Technical Proficiency: Must have intermediate skills in Microsoft Office (Excel/Word) and familiarity with MRP systems.
• Experience: Needs a functional understanding of a production environment, ideally within electronics.
• Compliance: Applicants MUST be US Citizens or hold a current Green Card due to military contract requirements.