Coordinates and manages the process of creating and submitting quotes for products or services
We’ve helped thousands of clients hire amazing staff in the Philippines and Latin America.
Benefits of Hiring a Quote Coordinator
A quote coordinator streamlines your sales quoting process. Instead of sales reps juggling quotes and pricing, a specialist can ensure quotes are accurate, complete, and delivered quickly. This reduces errors and speeds up sales cycles, which can increase closing rates. A dedicated quote coordinator tracks quote status so opportunities don’t slip through the cracks, and they can follow up proactively. They also identify patterns (e.g. frequently requested price points) that help improve your pricing strategies. In industries like manufacturing or services, where quotes are complex, a coordinator saves your team time and improves client satisfaction with timely, professional quotes.
Best Countries to Hire a Quote Coordinator
Quote coordinators can come from any of these regions effectively.
The Philippines has a mature BPO sector skilled in sales support roles, including quote processing, often with excellent English. Latin America’s workforce is strong in technical and sales support, with similar working hours to the U.S. South Africa also has a rising BPO industry with good English and financial skills. If minimizing cost is key, the Philippines and Latin America typically offer the largest savings while still delivering high-quality support.
What You Can Expect from Your Quote Coordinator
Your quote coordinator will manage the end-to-end quoting process. They will review customer quote requests to make sure all needed info is there. They’ll collaborate with sales and production teams to determine accurate pricing (taking into account costs, discounts, and margins). Expect them to prepare and send quotes promptly, often using your CRM or quoting software, ensuring that clients receive professional, detailed proposals. They also track quote status and follow up: for example, noting whether a quote was accepted or if the client has questions. They maintain records of all quotes and analyze acceptance rates to suggest improvements. Throughout, they provide excellent customer service by keeping clients informed. Essentially, a quote coordinator makes your sales process smoother and more reliable.
How to Hire Your Next Quote Coordinator
Decide on your system (Excel, CRM, CPQ software) and ensure candidates are comfortable with it. Our team at Somewhere will help you source talents with good attention to detail and communication skills. Then assess them in your interviews. Pose scenarios (e.g. updating a quote when specs change) to test their logical thinking. Verify they can handle confidentiality (pricing is sensitive). Because they interact with both customers and internal teams, you’ll want someone organized and personable. Once onboard, you might start them on simpler quotes and gradually increase complexity as they learn your products and processes.
Quote Coordinator Job Description
We’ve helped thousands of clients hire amazing staff in the Philippines, South Africa and Latin America.
Review quote requests: Examine customer inquiries to ensure all specifications are clear.
Pricing collaboration: Work with sales, engineering/production, and finance to calculate accurate pricing.
Prepare quotes: Draft and send professional quotes/estimations quickly, following company templates and policies.
Maintain records: Keep detailed logs of all quotes issued, including revisions and customer responses.
Follow-up: Track which quotes have been accepted or need action; remind sales reps or clients as needed.
Process improvement: Monitor quote-to-order ratios and suggest changes to improve approval rates.
Customer communication: Answer client questions during the quoting stage and provide excellent service throughout the process.
FAQs on Hiring a Remote Quote Coordinator
Can a quote coordinator work remotely?
Yes. They mainly interact digitally (email/CRM) so location isn’t a barrier. It’s common to outsource quoting to remote teams in cost-effective regions, with communications handled via phone or video calls as needed.
Does a quote coordinator need special software skills?
They should be comfortable with your quoting tools. Many use Excel, CRMs, or CPQ (Configure, Price, Quote) systems. Proficiency with MS Office (especially Excel) is usually expected.
What industries use quote coordinators?
Any business with complex pricing or custom orders – manufacturing, IT services, construction, healthcare supplies, etc. Wherever quotes involve multiple cost factors, a coordinator is helpful.
Is a quote coordinator the same as a salesperson?
No. A quote coordinator supports the sales team by handling the technical details of quotes. Salespeople identify opportunities and close deals; the coordinator ensures those deals have accurate, timely pricing.
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