
Quoting Coordinator
2 weeks ago
Quoting Coordinator
Location: This is a hybrid opportunity. Our office is located at 10F-11F Robinsons Cyber Omega Building, Pearl Drive, Ortigas Center, Pasig City 1605.
Insight at a Glance
- 14,000+ engaged teammates globally
- Certified GPTW (Great Place to Work)
- 20 on Fortune's World's Best Workplaces list
- $9.2 billion in revenue
- Received 35+ industry and partner awards in the past year
- $1.4M+ total charitable contributions in 2023 by Insight globally
Now is the time to bring your expertise to Insight. We are not just a tech company; we are a people-first company. We believe that by unlocking the power of people and technology, we can accelerate transformation and achieve extraordinary results. As a Fortune 500 Solutions Integrator with deep expertise in cloud, data, AI, cybersecurity, and intelligent edge, we guide organisations through complex digital decisions.
About the role
The Quoting Coordinator is responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives (AE). This involves, but is not limited to quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections. Pre-sales support functions include pre-qualification of accounts, product pricing, research, configuration and product information. As a Client Operations Senior Specialist, you will get to:
- Be responsible for developing efficient practices to serve business needs.
- Work on special projects for clients and sales force as needed.
- Attend Company, vendor, and publisher trainings and webinars, as directed.
- Build relationships with other Insight departments and increase efficiencies where applicable.
- Prioritize and respond to incoming client calls and emails
- Research technical information on product requests and ensure access to procurement.
- Responsible for correct and accurate order processing.
- Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.
- Research technical information on product requests and ensure access to procurement.
- Ensure special bid pricing is applied and correct cost is captured on every order before order is released.
- Ensure contract compliance
- Provide reporting for clients.
- Request and/or set up new client sold-to's, bill-to's, and ship-to's as needed.
- Manage pricing (agreement manager, contract module) and work with vendors on special pricing.
- Assist clients with their web accounts with Insight.
- Ensure correct and accurate order fulfillment
- Responsible for RMA management, credit re-bills and collections facilitation.
- Follow-up on all open client returns in a timely manner.
- Follow through to make sure the replacement order (if applicable) is placed and shipped.
- Positive interaction with Customer Service /Purchasing on RA/Replacements.
- Keep sales force informed of any problems and final resolution of issue.
- Provide order status for client base.
- Act as a backup for first level escalation in the absence of a team lead or manager
- Be AmbITious: This opportunity is not just about what you do today but also about where you can go tomorrow. When you bring your hunger, heart, and harmony to Insight, your potential will be met with continuous opportunities to upskill, earn promotions, and elevate your career.
What we're looking for
- Preferably a Bachelor's Degree in any course
- 3-4 years of experience in customer service and operations, and other related experience.
- Create and manage detailed quotes for products, services, and software licenses, ensuring pricing accuracy and adherence to vendor/program requirements
- Proven experience in quoting, pricing, or estimating roles—ideally within a manufacturing, distribution, or logistics environmen
- Understanding/background of the supply chain would be ideal
- Able to thrive in an environment characterized by rapidly changing requirements and an ongoing focus on meeting operational objectives
- Strong written and verbal English communication skills
- Able to successfully manage multiple priorities
- Proven ability to communicate effectively across all levels of the organization
- Strong commitment to company values and operating principles
What you can expect
We're legendary for taking care of you, your family and to help you engage with your local community. We want you to enjoy a full, meaningful life and own your career at Insight. Some of our benefits include:
- Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year.
- HMO on Day 1 with 2 free dependent.
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