Quoting Specialist

A trusted partner for over 20 years, Logically, a Managed Security Solutions Provider (MSSP), offers cyber-first solutions and services that infuse security across technology infrastructures to reduce risk and empower teams to focus on their business, not the technology behind their business. At Logically, we’re passionate about empowering businesses to succeed in a world where technology and cybersecurity are constantly evolving. Our team of subject matter experts includes cybersecurity professionals, service delivery gurus, cloud specialists, and more, all working together to help our clients navigate the complex and ever-changing landscape of IT.

But what truly sets us apart is our people. We’re a close-knit team of professionals who are committed to doing the right thing for our clients and for each other. We value accountability, customer centricity, quality relationships, and nimbleness. Working at Logically isn’t just about a job – it’s about being part of a community of like-minded individuals who are dedicated to excellence in everything we do. We’re proud of the work we do, but we’re also committed to creating a fun, supportive work environment where everyone can thrive. If you’re looking for a challenging and rewarding career in the world of IT and cybersecurity, Logically is the place for you. Join our team of experts and help us make a difference for businesses.

Why Work for Us:

Be a part of a culture that is committed to “absolutely doing the right thing,” valuing the well-being of our colleagues and clients.

Join a team of ambitious and talented individuals, working with cutting-edge technology to drive innovation with purpose.

Enjoy a fun and engaging work environment, where we prioritize ensuring a good work-life balance.

We offer competitive wages and benefits, attracting and retaining the best staff for our clients.

Take advantage of opportunities for personal and professional development, empowering you to advance your career.

Job Summary:

The Specialist, Quoting provides administrative sales-proposal quoting to Account Executives and Account Managers and shares accountability for team sales goals. This role works collaboratively with Sales team members to manage, track, and build quote requests from customers and prospects via the Customer Relationship Management (CRM) system. Supporting a wide range of support-related tasks, the Specialist coordinates resources across departments to ensure achievement of a common goal—presenting quotes and meeting sales targets. This role is onsite at our Dublin, OH office.

Job Duties & Responsibilities:

Manage quote requests and facilitate movement of proposals through workflow, with an entry in ConnectWise Sales Service Board, Salesforce or the MS Dynamics CRM system

Process transactional quotes and manage sales order entry process, including logging new orders

Produce quotes, SOWs, and proposals based on data points provided by Account Managers and Account Executives

Support sales staff though meetings, phone calls, and resource coordination to determine quoting needs

Initiate quotes for best prices from a variety of vendors and distributors in support of the procurement process

Own the renewal process by tracking, managing, and quoting customers impacted by license expirations

Work regularly in partner portals to ensure product pricing availability and inventory to meet sales needs

Identify, monitor, and ensure all necessary pricing information and approvals are completed, including record pricing information and cross-reference sales opportunities in CRM

Ensure sales opportunities are compliant with company policy

Engage cross-functional resources to achieve goals and meet customer needs

Provide support continuous process improvement within the quoting department that has direct impact on revenue growth and team efficiency

In tandem with Procurement and Inventory Specialist provide backup and overflow for in office duties i.e. shipping, receiving and inventory pulls.

Qualifications:

College degree not required, similar on the job experience preferred

2 to 4 years of experience in Quoting preferably in an IT or professional services environment

Experience working with a CRM, preferably ConnectWise, Salesforce.

Experience in vendor sourcing and partnerships within the IT Space

Proactive in adopting sales best practices and a shepherd in process adherence

Ability to work in a team environment and demonstrate presentation, planning ability, as well as verbal and written communication skills

Business acumen; translating business requirements into quoting solutions

Flexible and able to remain calm in times of stress while managing multiple priorities at one time

Active listener with excellent oral and written communication skills, as well as the ability to handle difficult conversations

Sound problem-solving technique with ability and persistence to generate options and select the best solution

Ability to build relationships based on trust to enable collaboration and cooperation amongst team members and internal/external stakeholders

Ability to communicate effectively with customers and various levels of management both verbally and in written form

Ability to manage multiple responsibilities in a fast-paced environment

Team player mentality and willingness to share knowledge with others

Logically provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, gender identity, sexual orientation, and other protected classes.