AGSE
Quote Specialist / Inside Customer Account Manager
AGSE, Santa Fe Springs, California, United States, 90670
This range is provided by AGSE. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
An Inside Customer Account Manager is a technically proficient customer advocate who combines strong analytical and estimating capabilities with exceptional customer relationship management. This role requires an interest in cost analysis, technical specification interpretation, and manufacturing process understanding to develop accurate quotes while serving as the primary interface between customers and the company. The position performs detailed cost estimations, analyzes engineering drawings and technical documentation, and will occasionally manage the complete customer engagement lifecycle from initial inquiry through order fulfillment. This individual must demonstrate both technical acumen and commercial excellence while managing activities for both AGSE and Westmont.
Essential Functions Quote Processing
Manage customer request for quote to determine and/or verify requested part numbers by analyzing technical manual parts lists, engineering drawings, bills of materials, and other specifications to understand what needs to be quoted
Understand customer need and recommend products by utilizing company website to determine and/or verify requested part numbers
Review and incorporate customer requirements, terms and conditions, and special specifications into quote pricing
Apply appropriate margins and pricing strategies based on market conditions, competitive analysis, and company guidelines
Collaborate with Engineering, Manufacturing, and Production Control to validate cost assumptions and lead-times
Create detailed quotes in the company business system with proper cost breakdowns and sell pricing
Ensure accuracy and completeness of quote output prior to submittal to Customer, Sales Representatives, or customer portals
Maintain quote follow-up activities and conversion tracking
Additional Functions
Manage customer purchase order/contract by conducting a review to identify any gaps between quote/price agreements and customer purchase order and resolve any issues identified with customer
Verify purchase order/contract requirements are consistent with AGSE standard terms of sale and/or specific customer contractual requirements
Identify any customer requirements to ensure they were referenced on the quote, otherwise, perform a review to confirm compliance and any cost impact
Create sales orders in the company business system, including customer requirements, special flow downs, and making note of any open issues which require resolution prior to shipment of order
Account Management
Ensure all customer requests have been vetted for compliance to AGSE’s Export Compliance policies and/or applicable Government regulations
Log, monitor, and maintain specific data elements associated with customer equipment returned for repair within the established process, ensuring information is both timely and accurately defined
Log, monitor, and maintain specific data elements associated with customer complaints and following through on actions required to resolve the issue to ensure customer satisfaction
Interact with internal departments (Engineering, Supply Chain, Production Control, Manufacturing, Quality, Shipping and Accounting) to obtain feedback to ensure customer needs are met
Monitor processing time of quotes, sales orders, repair orders, complaints, and on time delivery from inception to closeout by reviewing status dashboards in the company business system
Ability to maintain and nurture customer relationships by providing excelling Customer Service in an accurate and timely manner, and by coordinating with Regional Sales Directors to resolve customer-related disputes
Knowledge/Skills/Abilities
Dedicated, customer friendly person who provides customer satisfaction, via e‑mail, phone, virtual meeting, or face‑to‑face meeting
Work in a structured, process‑oriented environment to meet key performance indicators
MS Office literate (Outlook, Excel, Teams, Word, PowerPoint, SharePoint)
Can work with multiple Outlook e‑mail boxes, accessible by all Customer Service team members, and use the Categorize feature to identify the appropriate action/status of each e‑mail request
Navigate various customer portals for requests for quotes, orders, updates, changes, etc.
Independently resolve routine to relatively complex work‑related issues
Negotiating skills with the ability to influence outcomes
This position may require access to Controlled Data and/or Information, whereby, only a US Person will be considered for this position, as defined by 22 C.F.R 120.15 (US Person includes US Citizen or lawful permanent resident)
Education
Bachelor’s in business or technical discipline or equivalent
Experience
At least 2 years of recent Customer Service
Proficient in typing and using office software applications
Proficient in business e‑mail (formal) writing skills
Pay: $67,000 - $100,000 plus discretionary bonus up to 10% of base salary.
Company bonuses are not guaranteed and are based on your performance, the department’s performance and/or the Company’s financial results.
While a Company bonus is not guaranteed, this position’s maximum bonus percentage range can be up to 10% of base salary.
AGSE is required by law in certain jurisdictions to include a pay scale in the job posting for this position. "Pay scale" means the salary or hourly range that AGSE reasonably expects to pay for this position; it is neither a promise nor a guarantee of the compensation that the successful candidate will receive. The pay scale for this position considers the wide range of factors that AGSE considers in making compensation decisions, including, without limitation: skill set, experience, and training, licensure and certifications, and other business and organizational needs. Please note that it is not typical for AGSE employees to be at or near the top of the pay scale for their role - especially as a new hire - and compensation decisions are dependent on the facts and circumstances of each case.
401(k)
401(k) matching 100% up to 5% of compensation. Dental insurance
Employee assistance program
FSA “Flexible Spending Account”
Health insurance
Life insurance
Paid time off.
Vision insurance
Working Conditions
Primarily office-based with occasional visits to the production floor
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An Inside Customer Account Manager is a technically proficient customer advocate who combines strong analytical and estimating capabilities with exceptional customer relationship management. This role requires an interest in cost analysis, technical specification interpretation, and manufacturing process understanding to develop accurate quotes while serving as the primary interface between customers and the company. The position performs detailed cost estimations, analyzes engineering drawings and technical documentation, and will occasionally manage the complete customer engagement lifecycle from initial inquiry through order fulfillment. This individual must demonstrate both technical acumen and commercial excellence while managing activities for both AGSE and Westmont.
Essential Functions Quote Processing
Manage customer request for quote to determine and/or verify requested part numbers by analyzing technical manual parts lists, engineering drawings, bills of materials, and other specifications to understand what needs to be quoted
Understand customer need and recommend products by utilizing company website to determine and/or verify requested part numbers
Review and incorporate customer requirements, terms and conditions, and special specifications into quote pricing
Apply appropriate margins and pricing strategies based on market conditions, competitive analysis, and company guidelines
Collaborate with Engineering, Manufacturing, and Production Control to validate cost assumptions and lead-times
Create detailed quotes in the company business system with proper cost breakdowns and sell pricing
Ensure accuracy and completeness of quote output prior to submittal to Customer, Sales Representatives, or customer portals
Maintain quote follow-up activities and conversion tracking
Additional Functions
Manage customer purchase order/contract by conducting a review to identify any gaps between quote/price agreements and customer purchase order and resolve any issues identified with customer
Verify purchase order/contract requirements are consistent with AGSE standard terms of sale and/or specific customer contractual requirements
Identify any customer requirements to ensure they were referenced on the quote, otherwise, perform a review to confirm compliance and any cost impact
Create sales orders in the company business system, including customer requirements, special flow downs, and making note of any open issues which require resolution prior to shipment of order
Account Management
Ensure all customer requests have been vetted for compliance to AGSE’s Export Compliance policies and/or applicable Government regulations
Log, monitor, and maintain specific data elements associated with customer equipment returned for repair within the established process, ensuring information is both timely and accurately defined
Log, monitor, and maintain specific data elements associated with customer complaints and following through on actions required to resolve the issue to ensure customer satisfaction
Interact with internal departments (Engineering, Supply Chain, Production Control, Manufacturing, Quality, Shipping and Accounting) to obtain feedback to ensure customer needs are met
Monitor processing time of quotes, sales orders, repair orders, complaints, and on time delivery from inception to closeout by reviewing status dashboards in the company business system
Ability to maintain and nurture customer relationships by providing excelling Customer Service in an accurate and timely manner, and by coordinating with Regional Sales Directors to resolve customer-related disputes
Knowledge/Skills/Abilities
Dedicated, customer friendly person who provides customer satisfaction, via e‑mail, phone, virtual meeting, or face‑to‑face meeting
Work in a structured, process‑oriented environment to meet key performance indicators
MS Office literate (Outlook, Excel, Teams, Word, PowerPoint, SharePoint)
Can work with multiple Outlook e‑mail boxes, accessible by all Customer Service team members, and use the Categorize feature to identify the appropriate action/status of each e‑mail request
Navigate various customer portals for requests for quotes, orders, updates, changes, etc.
Independently resolve routine to relatively complex work‑related issues
Negotiating skills with the ability to influence outcomes
This position may require access to Controlled Data and/or Information, whereby, only a US Person will be considered for this position, as defined by 22 C.F.R 120.15 (US Person includes US Citizen or lawful permanent resident)
Education
Bachelor’s in business or technical discipline or equivalent
Experience
At least 2 years of recent Customer Service
Proficient in typing and using office software applications
Proficient in business e‑mail (formal) writing skills
Pay: $67,000 - $100,000 plus discretionary bonus up to 10% of base salary.
Company bonuses are not guaranteed and are based on your performance, the department’s performance and/or the Company’s financial results.
While a Company bonus is not guaranteed, this position’s maximum bonus percentage range can be up to 10% of base salary.
AGSE is required by law in certain jurisdictions to include a pay scale in the job posting for this position. "Pay scale" means the salary or hourly range that AGSE reasonably expects to pay for this position; it is neither a promise nor a guarantee of the compensation that the successful candidate will receive. The pay scale for this position considers the wide range of factors that AGSE considers in making compensation decisions, including, without limitation: skill set, experience, and training, licensure and certifications, and other business and organizational needs. Please note that it is not typical for AGSE employees to be at or near the top of the pay scale for their role - especially as a new hire - and compensation decisions are dependent on the facts and circumstances of each case.
401(k)
401(k) matching 100% up to 5% of compensation. Dental insurance
Employee assistance program
FSA “Flexible Spending Account”
Health insurance
Life insurance
Paid time off.
Vision insurance
Working Conditions
Primarily office-based with occasional visits to the production floor
#J-18808-Ljbffr