Quoting Specialist

A trusted partner for over 20 years, Logically, a Managed Security Solutions Provider (MSSP), offers cyber‑first solutions and services that infuse security across technology infrastructures to reduce risk and empower teams to focus on their business, not the technology behind it. At Logically, we’re passionate about empowering businesses to succeed in a world where technology and cybersecurity are constantly evolving. Our team of subject matter experts includes cybersecurity professionals, service delivery gurus, cloud specialists, and more, all working together to help our clients navigate the complex and ever‑changing landscape of IT.

We’re a close‑knit team of professionals committed to doing the right thing for our clients and each other. We value accountability, customer centricity, quality relationships, and nimbleness. Working at Logically isn’t just about a job – it’s about being part of a community of like‑minded individuals dedicated to excellence in everything we do. We’re proud of the work we do, and we’re committed to creating a fun, supportive work environment where everyone can thrive.

• Be a part of a culture that is committed to “absolutely doing the right thing,” valuing the well‑being of our colleagues and clients.
• Join a team of ambitious and talented individuals, working with cutting‑edge technology to drive innovation with purpose.
• Enjoy a fun and engaging work environment, where we prioritize ensuring a good work‑life balance.
• We offer competitive wages and benefits, attracting and retaining the best staff for our clients.
• Take advantage of opportunities for personal and professional development, empowering you to advance your career.

The Specialist, Quoting provides administrative sales‑proposal quoting to Account Executives and Account Managers with shared accountability for team sales goals. The role works collaboratively with Sales team members to manage, track, and build quote requests from customers and prospects via the CRM system. Supporting a wide range of support‑related tasks, the Specialist coordinates resources across departments to ensure achievement of a common goal – presenting quotes and meeting sales targets.

This role is onsite at our Dublin, OH office.

• Manage quote requests and facilitate movement of proposals through workflow in Connect Wise Sales Service Board, Salesforce or the MS Dynamics CRM system.
• Process transactional quotes and manage sales order entry process, including logging new orders.
• Produce quotes, SOWs, and proposals based on data points provided by Account Managers and Account Executives.
• Support sales staff through meetings, phone calls, and resource coordination to determine quoting needs.
• Initiate quotes for best prices from a variety of vendors and distributors in support of the procurement process.
• Own the renewal process by tracking, managing, and quoting customers impacted by license expirations.
  
  Work regularly in partner portals to ensure product pricing availability and inventory to meet sales needs.
• Identify, monitor, and ensure all necessary pricing information and approvals are completed, including record pricing information and cross‑reference sales opportunities in CRM.
• Ensure sales opportunities are compliant with company policy.
• Engage cross‑functional resources to achieve goals and meet customer needs.
• Provide support continuous process improvement within the quoting department that has direct impact on revenue growth and team efficiency.
• In tandem with Procurement and Inventory Specialist provide backup and overflow for in‑office duties such as shipping, receiving and inventory pulls.

• College degree not required; similar on‑the‑job experience preferred.
• 2 to 4 years of experience in quoting, preferably in an IT or professional services environment.
• Experience working with a CRM, preferably Connect Wise, Salesforce.
• Experience in vendor sourcing and partnerships within the IT Space.
• Proactive in adopting sales best practices and a shepherd in process adherence.
• Ability to work in a team environment and demonstrate presentation, planning ability, as well as verbal…