JOB DESCRIPTION TEMPLATE
Job Title:
Quote Support Representative
General Purpose:
The Quote Support Representative, working as part of the Sales Support team, is responsible for building quotes for the TPx Sales organization. This role works directly with the US-based Sales Support Team to build quotes based on Sales Team’s specification for what TPx products and services best fit the end customer’s needs.
Report To:
Sales Support Team Lead
Direct Reports:
No
Essential Duties and Responsibilities:
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Performs day-to-day quote building activities for the TPx Sales organization based on direction and prioritization provided by the Sales Support Team Lead (based in the US). Quote types include:
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Simple (1-2 products, up to 5 locations) quotes
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Straight renewal quotes for Small Business Customers (i.e., do not include any changes to their current services)
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Adding customer addresses in Salesforce
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Opening quote service tickets to address any validation issues.
- Opening quote work tickets to Commercial Deal Desk, Access Management
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Does initial Access pricing look-up in a vendor Portal (Connectbase)
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When requested by Team Lead, send customer contracts via Docusign.
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Maintains detailed documentation and tracker for all in-process and completed quotes.
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Ensures quote turnaround is timely and falls within the established SLAs.
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Collaborates closely with Team Lead during the quote building activities and performs said tasks based on direction and prioritization by Team Lead
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Performs other duties as assigned
Required Qualifications:
Education and Experience
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Associates (2-yr) or Bachelor’s (4-yr) degree in IT, mathematics, business administration, or a related field or equivalent combination of education and experience.
- 2+ years’ experience with data entry and query in an Excel spreadsheet
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Experience with MS Office Suite (Outlook, Word, Teams )
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Experience with CRM tools (Salesforce.com, CPQ or similar tools) is a plus.
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Experience with data analysis and reporting is a plus.
Knowledge, Skills, and Abilities
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Good analytical and problem-solving skills with attention to detail.
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Strong ability to structure and present data in Excel.
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Excellent English, both written and verbal
- Communication and people skills to work effectively with both technical and business teams.
- Ability to do high-quality work independently (with limited direction)
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Ability to handle sensitive information with confidentiality.
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Ability to work on multiple tasks in parallel.
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Proactive and results-driven with a focus on continuous improvement.
Key Performance Indicators (KPIs)
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Quote turnaround time.
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Quote accuracy rate.
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Number of quotes processed.
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Quote-to-order conversion rate.
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Sales rep’s satisfaction and responsiveness metrics.
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Compliance with pricing and approval procedures.
TPx is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation.
We are committed to providing reasonable accommodation for qualified individuals with disabilities. If you need assistance or accommodation, please let us know during the application process.
