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OKIN BPS

Quoting Specialist

Posted 11 Days Ago
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In-Office
San Antonio, TX
Entry level
In-Office
San Antonio, TX
Entry level
Creates accurate customer quotes across multiple quoting systems, ensuring all requested services and addresses are covered. Coordinates with sales, pricing, legal, product, validation, and operations teams; tracks progress against KPIs, SLAs, and RFP milestones; escalates risks and roadblocks; provides status updates; supports customer information gathering; and maintains strong quality, organization, communication, and prioritization standards.
The summary above was generated by AI

This position will be at our office; our main priority is providing you with a safe work environment during this time of COVID. 


Who are we?

OKIN Process is a global company focused on making operations work better for our clients. We do this by providing front-office and back-office outsourcing solutions for our clients. We help established enterprises manage and improve their business processes and scale businesses to accelerate their business growth. We are the partner our clients turn to and trust to help them constantly improve business processes and make work better.

Summary:

The role of a Quoting Specialist is critical to the Center of Excellence’s success. The role of a Quoting Specialist is the most important part of DVSS.  The QS is responsible for taking the data related to a customer request and keying that data into various quoting systems like Current Platform, Proposal Manager, OVI, eCost, Premisys, etc.  This role is responsible to ensure that all services are quoted against all addresses provided in their entirety.  The QS will need to ensure the accuracy of the output against the originating data requirements prior to sending the output quote to sales for customer presentation.

Responsibilities:

  • Create quote(s) in any relative system needed to fulfill a request from sales
  • Work with other teams such as FS, SSEs, Address Validation, Account, Pricing, Globalink, Legal, Premisys CPE, and product managers to ensure all being quoted properly and in a timely manner
  • Escalate on roadblocks that preclude the ability to meet stated KPIs or SLAs
  • Proactively monitor quoting activity and advise Facilitating Specialist (FS) immediately if/when a risk is identified
  • Provide daily updates on the tasks of the request to the FS
  • Track progress and report day-to-day activity and status to AT/Sales in the absence of FS
  • Escalate issues that may jeopardize timelines
  • Quality, efficiency, and accuracy of all quotes
  • Assist FS in gathering all the required information to populate customer sheets and help populate wherever required
  • Responsible to meet all the internal milestones of an RFP request
  • Develop knowledge of all the products used in quoting 

Qualifications:

  • Mandatory MS Office / GSuite skills or education
  • Excellent written and verbal communication and interpersonal skills are mandatory
  • Must possess professional communication skills for phone calls, emails
  • Must have excellent organizational, time, project management, and prioritization skills
  • Creative problem-solving skills to ensure timelines are met
  • Ability to perform under pressure to meet deadlines
  • Strong customer service focus
  • Ability to work tours (US, EMEA or APAC hours)
  • Strong team collaboration and coordination skills with minimal supervision

We're a fun, fast-paced, environment and our team thrives’ around creativity and excitement. This is a fantastic opportunity to join our company at a time of exciting growth. Although we are small and agile with a mature client base with a start-up mentality, we try, fail, learn, and succeed. As an early member of our team, you'll be instrumental in achieving our next period of growth, and the only limiting factor to your success will be your motivation and desire to succeed. Eager to know more? Become a part of our team!

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