Managed Service Quote Operations Associate
Job Description
As Managed Service Quote Operations Associate you will be responsible for the timely and accurate production of high volume / small value customer facing quotes. The role involves receiving requests from customers or sales, liaising with internal and external suppliers to obtain cost inputs and generating client pricing before quote production. You will work as part of a fast paced team that operates to a high standard and has a right first time mentality. You will liaise with various levels of stakeholders, including internal business units, external vendors, suppliers and customers, ensuring relationships are built, maintained and enhanced. You will be involved in the investigation and resolution of queries, act with integrity and collaborate with various business stakeholders, and suggest and support initiatives that drive improvements to the way we operate, demonstrating balanced flexibility, curiosity and a passion to engage.
What you will do- Quote generation for Managed Services contracts, as per the small orders definition
- Production of new, renewal and change request Managed Services contracts, as per the small orders definition
- Liaising with suppliers, vendors and 3rd parties, including the use of portals, tools and a standardised price book
- Collaboration with Sales Operations for processing of Managed Services contracts, as per the small orders definition
- Liaise with purchasing and contract management teams for ordering of any 3rd party services
- On going administration of existing contracts within the small orders definition
- Liaising with internal departments to confirm vital contract information
- Use of internal tools for account management and order processing (Microsoft Navision, CRM, Great Plains)
- Individual pipeline and forecast management for small orders
- Processing auto renewals where applicable, no greater than £10k total contract revenue
- Any additional activity as directed by management
- 1+ years of experience in quotation administration, client management, vendor management or related role
- Strong understanding of quotation management, renewals, cancellations, building new quotes and amendments
- Experience in stakeholder management and building relationships with business units, vendors and resellers
- Proficiency with CRM systems, ERP solutions, Microsoft Office and reporting tools
- Ability to prepare accurate quotes and build estimates by gathering information and analysing material and job costing
- Strong numerical and analytical skills with attention to detail
- Experience with quality control or compliance checking of quotes
- Ability to work within a system based queue to identify tasks and objectives ready for review
- Detail Oriented: close attention to detail, well organized and able to prioritise
- Strong Communication Skills: effective communication with stakeholders
- Tech Savvy: comfortable using various software tools, including CRM and Microsoft Office
- Organised and Prioritisation: juggle multiple tasks and meet deadlines with high accuracy
- Adaptability: open to learning and adapting to new processes
- Team Player: collaborate with colleagues and foster a positive work environment
- Problem Solving: demonstrate good problem solving skills to find efficient solutions
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
About This Role
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