Customer Support & Quotes Coordinator

Customer Support & Quotes Coordinator

Xico Lighting Architectural Lighting Manufacturer

Woburn, MA

Role Overview

Xico Lighting is hiring a Customer Support & Quotes Coordinator to support our architectural sales agents by preparing accurate quotations and maintaining clean Salesforce records. This is an execution-focused, process-driven role. The primary responsibility is to convert incoming agent requests into structured opportunities and quotations using established pricing tools and scripts. The ideal candidate is detail-oriented, organized, and comfortable working within defined systems and workflows.

Core Responsibilities:

Quotation Processing:

• Receive quote requests from sales agents via email.
• Create opportunities in Salesforce.
• Build quotations using approved price books and pricing scripts.
• Select correct product codes, configurations, and quantities.
• Review for accuracy before release.
• Send completed quotations back to agents in a timely manner.

Salesforce & Data Management:

• Maintain clean and complete opportunity records.
• Ensure documentation is properly attached and organized.
• Follow internal naming and tracking conventions.

Customer & Agent Support:

• Respond to basic product or order status inquiries.
• Coordinate with engineering, production, or customer support when technical clarification is required.
• Relay accurate information back to agents.

Order & Administrative Support:

• Assist with order entry when required.
• Support general office administrative tasks.
• Help maintain quoting templates and internal documentation.

Success Measures:

• High accuracy in product codes and pricing.
• Consistent turnaround time on quotes.
• Clean and reliable Salesforce data.
• Minimal quoting corrections or rework.
• Responsive and professional communication with agents.

Ideal Candidate Profile:

• 13 years of experience in administrative, inside sales support, or order processing roles.
• Strong attention to detail and data accuracy.
• Comfortable working in CRM systems (Salesforce experience preferred).
• Organized and able to manage a steady volume of repetitive tasks.
• Clear written communication skills.
• Experience in lighting, electrical products, or construction is a plus but not required.

This Role Is a Good Fit If You:

• Prefer structured work with defined processes.
• Take pride in accuracy.
• Like keeping systems organized.
• Work well behind the scenes supporting a larger team.
• Are comfortable asking questions when information is missing.