Job description
SUMMARY
The Quoting Associate develops and executes quotes for National Accounts from the Customer Service Center. Duties include (but are not limited to) frequent contact with National Accounts, interface between Pella Corporation, Pella National Accounts (NA), and Pella Sales Representatives. Required response to quote inquiries (i.e., incoming faxes and calls). Must be able to demonstrate exceptional organizational skills, prioritization, and coordination of tasks to meet deadlines. This position requires excellent interpersonal, written, and verbal communication skills as well as decision-making skills. A complete understanding of the Pella product offering and its applications is required to perform the job.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Responsible for preparing and verifying domestic quotes through M2O software, which supports total customer satisfaction, both internally and externally.
- Required to develop knowledge to perform variance quotes within PDQ.
- Responsible for receiving and acting upon all contacts, National Accounts (NA), and NA Sales Representatives relating to any customer concerns regarding existing quotes and/or new quote requests.
- Required to maintain excellent customer relationships with all internal and external customers.
- Expected to analyze information from consumer documentation and exercise a high degree of professionalism and accuracy to insure that both the customer’s needs and the corporation’s well being are taken into consideration.
- Works closely with National Accounts and Architectural Services to provide needed information to complete quotes that contain special requests for Pella products.
- Must be detail-oriented, check for accuracy in dimensions, pricing, etc.), and be able to initiate a quote from a shop drawing and window schedules.
- Must have extensive knowledge of competitor’s product to properly convert into Pella products.
- May be required to make multiple revisions to an existing quote. If an erroneous quote is generated, Pella Corporation becomes financially responsible for this costly inaccuracy.
- During peak periods, this person will experience frequent interruptions through telecommunication inquiries and must maintain a professional demeanor for continuous customer support/satisfaction.
- Must be able to perform under stringent 24 hour turn around time in which quotes must be completed.
- Required to develop a working knowledge of Pella products and accessories. With this working knowledge, will be able to communicate intelligently and accurately with consumers on technical issues.
- Expected to maintain a detailed and accurate record of all transactions between themselves and National Account stores, in the event an order discrepancy or collection problem on an invoice should arise at a later date.
- In addition, will assist with the training of new personnel added to the department.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
One year certificate from college or technical school; or Associate's Degree (A.A.) or equivalent from two-year college or technical school; and three to six months related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
COMPUTER SKILLS
Word, Excel and Power Point.
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.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
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.
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