Quotation Specialist

Job Description

ABOUT THE COMPANY

EPEC Solutions, Inc. is a distinguished provider of UL 891 low voltage switchboard equipment, specializing in designing, manufacturing, and supporting innovative industry-specific solutions. The company's expertise serves key sectors, including renewable power with solar collection and energy storage solutions, as well as data centers with switchboards, skids, power PDUs, and RPPs. EPEC Solutions, Inc. is recognized for its commitment to delivering tailored, high-quality systems that meet the unique needs of its clients. As an industry leader, the company is dedicated to driving innovation and supporting the success of the industries it serves.

POSITION OVERVIEW

We’re seeking a Quotation Specialist to join our team and support our growing customer base. In this role you will prepare accurate, timely quotations and coordinate with customers, vendors, and internal teams. This role ensures proposals meet customer needs and align with our capabilities, supporting our continued business growth.

KEY RESPONSIBILITIES

• Monitor and manage quote requests in an organized and timely manner.

• Collaborate with customers to understand project requirements and recommend appropriate solutions.

• Communicate with vendors to gather pricing, availability, and product details as needed.

• Convert quote details into complete proposal documents.

• Update and maintain spreadsheets to reflect current pricing and material specifications.

• Organize and archive quote and proposal documentation.

• Perform additional office or operational support tasks as assigned.

• Review incoming requests via phone, email, or sales representatives.

• Use customer documentation and drawings to determine required materials and configurations.

• Build product configurations and determine pricing using Excel worksheets.

• Enter quote data and product configurations into NetSuite.

• Create new prospect records in NetSuite for new customers.

• Use NetSuite’s custom Proposal report to produce professional proposals.

• Save all proposal documentation to designated server folders.

• Issue revisions by updating quote data, reconfiguring products as needed, and generating new proposals.

REQUIRED QUALIFICATIONS

• 2+ years of experience in quotations, estimating, sales support, or a related technical/administrative role.

• Proficiency in Microsoft Excel and general Microsoft Office applications.

PREFERRED QUALIFICATIONS (NICE TO HAVE)

• Familiarity with ERP systems (experience with NetSuite).

• Associate degree preferred in Business, Engineering, or related field (or equivalent experience).

KEY COMPETENCIES / SOFT SKILLS

• Strong verbal and written communication skills.

• Ability to interpret technical drawings and convert complex details into customer-friendly language.

• Excellent organizational skills with the ability to balance multiple priorities.

• Strong analytical and problem-solving abilities.

• Ability to develop a strong understanding of company products and their applications.

• Customer-focused mindset with professionalism in all interactions.

• Attention to detail and commitment to accuracy.

COMPENSATION & BENEFITS

Health Wellness Reimbursement, PTO/holidays, workplace perks, AFLAC and professional development.

WORK ENVIRONMENT & SCHEDULE

Clayton, NC (On-site), full-time reporting to the Applications Engineering Manager. No Relocation Offered.

WHY YOU’LL LOVE WORKING HERE

Enjoy being part of a collaborative, growing team and contributing to meaningful, customer-focused projects. Opportunity to develop your technical and professional skills.

HOW TO APPLY

Email your resume to View email address on ziprecruiter.com.

EQUAL OPPORTUNITY STATEMENT

We are an equal opportunity employer and welcome applicants from all backgrounds, experiences, and perspectives.