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Quote Specialist I

Role overview

Qualifications

  • Associates Degree required; Bachelor’s preferred
  • 2+ years related experience (customer service, data entry, and/or telephone sales preferred)
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office – Outlook, Excel, Word, and Acrobat Adobe

Responsibilities

  • Follow proper order entry procedures for quotes and orders
  • Demonstrate basic proficiency in satisfying customer needs while ensuring adherence to company guidelines
  • Assist internal and external customers by incorporating Standards of Sales Service Excellence
  • Ability to analyze and determine changes or enhancements to current processes

Key facts

  • Remote from: United States
  • Full time
  • Mid-level (2-5 years)
  • English

Hard skills

Other skills

  • Customer Service
  • Technical Acumen
  • Microsoft Office
  • Detail Oriented
  • Multitasking
  • Microsoft Excel
  • Communication
  • Problem Solving
  • Resourcefulness

About the company

Transcat logo

Transcat

Electronic Equipment, Instruments & Components

At Transcat, we are the global leader in test and measurement equipment and calibration services for highly technical industries, including life sciences, power generation, aerospace and defense, manufacturing, food and beverage production, and more. We provide quality calibrations from our headquarters in Rochester, NY and through our multiple commercial calibration/repair labs throughout North America (accredited to ISO 17025:2017 through ANAB). We offer in-lab and on-site calibration services in a variety of service levels – so you receive the calibration specific to your quality needs. We also offer compliance, validation, and analytical services to ensure customer equipment is performing as required to keep operations compliant. As a leading distributor of test and measurement equipment, we ensure our customers have access to more than 100,000 products from over 500 manufacturers. Our product portfolio enables our customers to measure and calibrate a variety of parameters and we represent the industry’s leading brands, such as Fluke, Megger, Keysight, Teledyne FLIR, and Druck, to name a few. Plus, our exclusive new instrument calibration program guarantees that the equipment purchased from Transcat is ready-to-use from the point of purchase. Along with new equipment, we also offer rental equipment for an efficient and cost-effective solution. Customers can rely on the quality of our services and the breadth of our technical product offering to maintain accuracy in their operations. Transcat: by any measure, a better choice.

Company details

IndustryElectronic Equipment, Instruments & Components
Company size501 - 1000

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Job description

Overview:

Who we are—

Transcat is a dynamic, innovative, growing company that has been recognized as the leading calibration and compliance services provider in North America and beyond.  With over 1,000 employees—in technical, consulting, operational, sales, finance, and corporate roles—we have stood the test of time by delivering on our Trust in Every Measure promise to our customers in vital industries, including life sciences, aerospace, defense, energy, and utilities.  We fulfill this promise through our employees, who live Our Values every day, the Transcat Way.  Our employees are at the center of the rewarding, challenging, and life-changing work we do for our customers and those they serve.  Are you ready to join a company where the work you do makes a difference, and where you can grow in your career? 

Here’s what Transcat has to offer— 

  • Work that matters.
  • A values-based culture where people care about each other and the work they do together.
  • Flexibility
  • Training and development to accelerate learning and career advancement.
  • Competitive compensation and benefits, including paid time off, health insurance, tuition reimbursement, retirement, stock purchase plan, and MORE!
  • $18.00 - $21.50

Primarily responsible for using our business systems to resolve customer inquiries accurately and efficiently by processing product and calibration quotes and orders. Additional responsibilities may include answering and responding to customer inquiries relating to products and calibration services via the telephone.

Responsibilities:
  • Follow proper order entry procedures for quotes and orders.
  • Demonstrate basic proficiency in satisfying customer needs while ensuring adherence to company business and operational/transactional guidelines.
  • Become knowledgeable on our products and services while demonstrating a consistent effort to increase job skills in technical proficiency.
  • Ability to work with electronic Excel and Word documents, basic knowledge of formulas, discounting, charts, cut and paste functions.
  • Assist internal and external customers by incorporating Standards of Sales & Service Excellence when processing calibration and product quotes and orders.
  • Ability to analyze and determine any changes or enhancement opportunities to current processes, procedures, and customer approaches.
  • Performs other duties as assigned.
Qualifications:
  • Associates Degree required; Bachelor’s preferred- equivalent combination of educations, training, and experience may be considered.
  • 2+ yrs. related experience (customer service, data entry, and/or telephone sales preferred)
  • Must be well organized with excellent attention to detail and accuracy.
  • Ability to multi-task and pivot is a must in this fast-paced environment.
  • Excellent verbal and written communication skills
  • Candidate must be computer literate and proficient in using a hardware, peripherals, and standard computer software programs. Proficient in Microsoft Office– Outlook, Excel, Word, and Acrobat Adobe
  • Must have excellent follow-up skills.
  • Must have ability to learn and apply pricing strategies to win quotes.
  • Effective and Positive Communication
  • Problem Solving and Resourcefulness 
  • APLUS and Salesforce experience is a plus.
  • Quality, Accuracy and Productivity

Education and/or Experience:                                    

Associates Degree required; Bachelor’s preferred.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Sit for extended periods of time and maintain concentration for prolonged periods of work.
  • Use a computer for extended periods to type, operate a mouse, and perform other tasks.
  • Communicate effectively, both verbally and in writing, with colleagues, clients, and vendors.
  • Stand, walk, and move around the office as necessary to meet job requirements and attend meetings.
  • Lift and move objects or equipment weighing up to 25 pounds on an occasional basis.
  • Attend off-site events or meetings, which may require travel on an occasional basis.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.

Equal Opportunity and Non-Discrimination

Transcat is an equal-opportunity employer and prohibits discrimination based on any protected status. As required by United States law, all qualified applicants will receive consideration for employment without regard to age, color, disability, genetic predisposition or carrier status, national origin, race, religion, sex (including pregnancy, sexual orientation, and gender identity), status as a protected veteran, or as a member of any other protected group or activity under federal, state, and local law.

We will make reasonable accommodations for employees with disabilities to enable them to perform the essential functions of their position unless doing so poses an undue hardship to the company or a direct threat to health or safety.

Contingencies

All offers of employment are contingent upon successfully completing all pre-employment requirements, which include verification of identity and employment eligibility, and when applicable, a motor vehicle driving record report.

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Marcus Rivera

Chief Revenue Officer

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