Quoting Specialist

CAT
Oklahoma, OK Full Time
POSTED ON 12/4/2023 CLOSED ON 5/20/2024

What are the responsibilities and job description for the Quoting Specialist position at CAT?

TEAM UP WITH US!

The Quoting Specialist is responsible for aiding in the design of the dealership’s quoting program and will be responsible for the long-term operations of the program.

DO YOU HAVE WHAT IT TAKES?

WHAT YOU'LL DO

  • Document solid research that supports the service labor hour standards.
  • Lead the velocity, development and consistency of quotes related to the Machine and Engine product support jobs across multiple models and locations.
  • Provide consistent parts and labor content and pricing across all locations for customers that work across our entire territory.
  • Support Product Support Sales department with urgent quoting needs ensuring accuracy.
  • Make dealership wide recommendations to improve utilization of standard jobs and/or repair templates.
  • Oversee a PM quoting process designed for fast effective quoting at time of machine sale.
  • Provide prompt response to incoming calls and return of voice messages.
  • Develop and recommend repair labor time guidelines.
  • Work within the organization to gain support of all work.
  • Develop and upkeep a quoting strategy.
  • Prepare and assist with PM Service quotes.
  • Maintain a positive approach to customers and service personnel within the dealership.
  • Oversee processes to keep quoting parts price in sync with CAT prices and responsible for logging and tracking quoting requests.
  • Exhibit professional behavior.
  • Proactively establish positive working relationships with others by demonstrating excellent behavior flexibility and effective communication skills.
  • Ensure company policies, safety policies, and work processes are followed and in compliance.
  • Complete assigned tasks within required time deadlines.
  • Utilize Caterpillar Calculator software for quoting Customer Service Agreements.
  • Perform and /or oversee weekly meetings with staff.
  • Multi-task and excel in a fast-paced work environment. 
  • Other duties as assigned.

WHAT YOU'LL NEED

  • Strong Product Support background and a solid understanding of the entire repair process within a complex dealership.
  • Demonstrated exceptional soft skills and urgency when dealing with any requests relevant to this position
  • Basic knowledge of Caterpillar Dealer Business System (DBS)
  • Associates degree from accredited college or university in a related field and/or 3-5 years related experience and/or training
  • Strong communication skills to include receiving, conveying, and interpreting information in written, verbal, and/or diagram form.

WHY WORK WITH US?

  • We like to take care of business and have fun doing it!
  • We offer health, dental, vision, life, and more as a comprehensive benefits package.
  • Don’t you want to work with awesome people?

IMPORTANT INFORMATION

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally do heavy lifting. 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The noise level in the work environment is usually moderate.

Required travel up to 10%

This position is not considered a safety sensitive position

The Job description is subject to change by the employer as the needs of the employer and requirements of the job change.

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