New

Quote Specialist

NewView Oklahoma

22.00 To 25.00 (USD) Annually

United States, Oklahoma, Oklahoma City

Oct 23, 2025

POSITION DESCRIPTION

Position Title:	Quote Specialist
Department/Location:	Sales / Douglas, OKC
Reports To:	Business Development Manager
Status:	Regular, Full-time / Non-Exempt

Position Summary:

The Quote Specialist works closely with the Sales and Business Development teams to gather all necessary information to develop competitive quotes, build bills of material (BOMs) for new products, and ensure all orders are correctly entered and maintained within the ERP system. The Quote Specialist also facilitates day-to-day customer support by responding to inquiries, troubleshooting order or product issues, and maintaining strong communication with internal teams to ensure customer satisfaction. In addition, this role supports marketing and outreach initiatives by managing ecommerce product listings, marketing email outreach, and helps develop promotional materials related to new business opportunities. Success in this role requires strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining accuracy and responsiveness in a fast-paced environment.

Essential duties and responsibilities (3-5 core functions representing 80% of time spent):

Serve as a primary point of contact for state, commercial, and AbilityOne distributor customers, ensuring timely and professional communication regarding product information, quotes, and orders.
Collaborate with the Sales and Business Development teams to collect specifications, pricing data, and supplier information needed to prepare accurate and competitive quotes.
Support marketing and business development efforts by updating product information, managing e-commerce listings, and preparing sales materials or flyers as needed.
Build detailed Bills of Material (BOMs) for new and custom products, ensuring alignment with sourcing, production, and pricing requirements.
Enter and maintain sales orders in the ERP system (Sage 100), verifying accuracy of part numbers, pricing, customer details, and delivery schedules.
Coordinate with the Purchasing and Operations teams to confirm material availability, lead times, and production feasibility prior to quote submission.
Track quote status, conversions, and customer follow-ups to ensure timely communication and smooth handoff between quoting, order entry, and production.
Respond to customer service inquiries, troubleshoot order or shipment issues, and ensure resolutions are documented and communicated internally.
Maintain organized electronic files of quotes, correspondence, and supporting documentation for compliance and future reference.
Contribute to continuous improvement by identifying process gaps, proposing system enhancements, and ensuring data accuracy across quoting and order workflows.
All other duties as assigned

Qualifications (Minimum education, experience, training, licensure, certification):

4-year bachelor's degree in business administration or related field preferred
High school diploma or equivalent is required
Knowledge of Microsoft Office programs required, and experience with SAGE, Salesforce and HubSpot preferred.
A minimum of 4 years' experience in sales, customer service, operations, or purchasing or a combination of the previously mentioned areas.
Must have excellent written and verbal communication skills and interpersonal skills.
Must be systematic and process-oriented, able to identify systemic problems and create solutions using scalable processes and structure.
Knowledge of accounting and finance principles is helpful, and preference will be given to candidates with sales or customer service experience.

Physical Requirements:

Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Please note: Under the AbilityOne Program, NewView Oklahoma gives hiring preference to individuals who are legally blind. Any decision to disclose a disability by an applicant related to the hiring preference is completely voluntary. Requesting such information is also a part of our affirmative action efforts. The information that is disclosed will remain confidential. Also, your decision not to disclose disability status will not have a negative impact in the hiring process. NewView Oklahoma is an equal opportunity employer and does not discriminate on the basis of age, sex, marital status, sexual orientation, gender identity, race, creed, color, national origin, honorably discharged veteran or military status, the presence of any sensory, mental or physical disability, the use of a dog guide or service animal by a person with a disability, or any other characteristic protected by federal, state, or local law.