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The Sales Operations Business Systems Analyst - Quoting will be responsible for gathering requirements, designing, testing, and implementing Quote-to-Cash applications at scale and will be a crucial contributor to a large-scale quote to cash project.
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Expertise and experience in Conga (Apttus) CPQ tool/Quoting/Ordering Tools or custom Solutions. · Experience in hands on design, Product Configurations, Pricing Models, Quoting workflows.
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Strong experience with CPQ configuration (product configuration, quoting, pricing, renewals) and experience implementing product rules, price rules, advanced approvals, bundles, product configuration, summary variables, guided selling, quote templates, MDQ, and QCP plugins.
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Owns the complete order lifecycle through effective management of quote to order conversions, order amendments, quoting, invoice validation and collection assistance. The Solutions Group Specialist is responsible for managing the quote to cash process for Solutions Group clients, ensuring customer satisfaction and the elimination of credits.
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We are seeking an experienced Senior Manager to lead our Salesforce CPQ (Configure, Price, Quote) initiatives and align our CPQ program with our business goals. Senior Manager, Business Applications- Salesforce Quote to Order.
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Partner with Business Development Team on quoting (ie: serial number look, pricing, etc) Responsible for all inbound quote request from customers. Identify client's needs and sales opportunities with new and existing business through cold calling, lead-generation, marketing campaigns, up-selling, and cross-selling, to drive future growth through collaboration with the Business Development team.
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Quoting all new Jobs in the Die-Cutting, Heat Bending, Drape Forming, and Thermo-forming Departments in addition to providing the necessary Technical support for those Departments. Timely communication with purchasing; sales department and production required for accurate quote submittals.
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This person works with the Regional Sales Manager and Sales Director to track goals and objectives for the region (CRM opportunity management, on-time delivery metrics, speed to quote, win/loss ratios, etc.
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Manage appointment calendar, calls, and e-mails Taking in-bound lead calls to quote for insurance This is not a remote position Requirement Will be sent an online Assessment and/or Video Interview to complete to be considered Bilingual, fluent in both English and Spanish is beneficial.
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Quote prices to customers, manage backorders, and maintain vendor relations, including ensuring invoices, shipment slips, and other billing issues are taken care of promptly. Quoting and invoicing jobs including inputting job sheets via third-party online software.
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Coordinates order activity and service requirements, including development and costing, sample coordination and approval, quote development and follow-up, order processing, and coordination of delivery requirements.
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Working with internal and external company resources, the CSR must provide customer service in quoting, fulfilling orders, ensuring on-time delivery, and troubleshooting customer problems. Prior experience in data extraction and price quote preparation.
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Primary Functions:Follow assigned quoting procedures as it related to fulfilling quote requests, technical needs, and troubleshooting. Assist Order Entry by ensuring Sales Order is sufficient based on quote.
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Quote parts and service to customers. Yearly quoting to customersWork with suppliers to get pricing and delivery times on parts. If showing as a stock part, physically check to make sure we have stock on a part before quoting the customer.
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Utilize public sources to obtain information for quoting purposes, quote new business in high-net-worth carrier systems, and perform re-markets for current clients, as necessary. The Private Client Associate position provides an opportunity for career development in thePersonal Lines High-Net-Worth insurance sector.
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