Quotation Specialist

Quotations Entry & Accuracy

• Enter and process quote requests accurately and on time.
• Review requests to make sure all required information is included before creating the quote.
• Enter product numbers, quantities, pricing, finishes, and other project details.
• Make revisions to quotes as requested by the PM or sales team.
• Catch errors or inconsistencies before quotes are sent to reps or customers.
• Work with other departments to resolve pricing, product, or order information needed to complete quotes.

CRM & Pipeline Support

• Keep quote and project information up to date in the CRM and other internal systems.
• Track open quote requests and follow up internally when information is missing.
• Maintain accurate customer, project, and opportunity data.
• Help keep files, specifications, drawings, and other project documents organized.
• Help with reporting, data cleanup, and keeping the pipeline accurate.
• Support the PM team with data entry and administrative work so they can spend more time following up with customers and managing opportunities.

Customer & Rep Communication

• Field customer and rep calls, emails, and live chat during your shift, delivering the same quality of service as the daytime team.
• Communicate in a thoughtful, thorough, and personalized way, tailoring communication to the type of customer or rep you're working with.
• Troubleshoot with customers and reps, asking the right questions to solve their problem.
• Approach each interaction with a sales mindset; upsell and cross-sell across HVLG brands when applicable and cross opportunities are visible on fixture schedules.
• Take a service and solution-oriented approach to all interactions, using strong judgment to balance policy with doing right by the customer.
• Be knowledgeable of technical solutions to customer problems and communicate responses back clearly and succinctly.
• Understand our website and in-house technology well enough to guide customers to use it on their own.

Daily Duties and Responsibilities

• Answer customer and rep phone calls as they come in during your shift.
• Reply to customer, rep, and US Project Management team emails.
• Enter quotes diligently, checking that the proper sales rep is coded, prices are correct, and all data matches before submitting.
• Other duties as assigned by management.

Position Requirements

• Quick learner with the ability to manage multiple tasks in a fast-paced environment under minimal supervision, with high attention to detail.
• Ability to work in a constantly changing environment with a diverse group of individuals.
• Prior experience with, and strong comfort working, an overnight shift aligned to US business hours.
• Must be proficient in English, with excellent verbal and written communication skills and the ability to hold clear, free-flowing conversations.
• Bachelor's degree or equivalent experience required.
• Previous sales experience required.
• Excellent computer skills; must be proficient in Microsoft Office.