Sales Quoting Specialist

Clinisys

. Partner with Account Managers and Sales Executives Specialists to generate, review, and approve customer quotations for new and existing clients .

Posted 11/9/2026full-timeRemote • United StatesJunior💰 $50,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in pricing and quoting processes, with strong analytical skills and proficiency in Microsoft Excel. Capable of managing multiple priorities while ensuring compliance with service-level commitments and improving workflows.

Highest-signal resume keywords

Pricing And Quoting ExpertiseMicrosoft Excel ProficiencyProcess Improvement InitiativesCustomer-Facing ExperienceAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pricing EstimatesSales Quoting ToolsData AnalysisQuoting PoliciesSales OperationsBusiness OperationsRequirements GatheringTesting And ValidationCustom Service QuotationsWorkflow Improvement

Soft Skills

Attention To DetailExcellent Communication SkillsAbility To TeachFlexibilityQuick Learner

Tools & Technologies

CRM PlatformsNetSuiteOracle CPQAI-Enabled ToolsReporting Tools

Industry Keywords

Sales OperationsBusiness AnalyticsCustomer QuotationsService-Level CommitmentsProcess Documentation

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

Partner with Account Managers and Sales Executives Specialists to generate, review, and approve customer quotations for new and existing clients
Support maintenance and enhancement of sales quoting tools, including requirements gathering, testing, validation, and coordination with Information Systems teams
Process updates and modifications to existing sales orders
Serve as a subject matter resource for quoting processes and pricing-related inquiries
Manage the end-to-end custom quoting (Fee for Service) process
Act as primary liaison between customers and internal functional teams, including Product Development and other key stakeholders
Create pricing estimates and custom service quotations based on customer needs
Monitor service-level commitments and ensure compliance with established internal timelines and agreements
Identify opportunities to improve quoting processes, tools, and workflows
Lead or coordinate process improvement initiatives through successful implementation
Partner with Business Analysts to support data analysis, reporting, and system administration activities
Leverage AI-enabled and data-driven tools to improve efficiency, accuracy, and decision-making
Develop training materials, job aids, and process documentation in partnership with Sales Education teams
Maintain knowledge of Clinisys products, services, and configuration requirements
Provide guidance on quoting policies, processes, and best practices
Perform other responsibilities as assigned

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
1+ year of professional experience in pricing, quoting, sales operations, business operations, or a related field
Strong proficiency with Microsoft Office applications, particularly Excel
Experience managing multiple priorities while maintaining a high level of accuracy
Strong and quick learner with ability to understand both technical and business needs
Ability to teach and operate with limited direction in a fast-paced environment
Excellent oral and written communication skills
Attention to detail
Ability to remain flexible and handle ambiguity
Strong analytical skills
Preferred: experience with CRM platforms such as NetSuite, Oracle CPQ, or similar systems
Preferred: experience in a sales, sales operations, or customer-facing business environment
Preferred: experience supporting process improvement initiatives
Preferred: exposure to business analytics, reporting tools, or data analysis
Must be able to lift up to 10 pounds with assistance as part of office routine
Limited travel may be required

Benefits

Comp & perks

Business casual dress code
Generous paid time off (PTO)
Flexible work schedules
Continuous learning and development
Promotion from within
Cross-functional collaboration
Health and wellness benefits
401(k) Savings Plan
Stock incentive programs
Parental leave
Tuition assistance