• Liaise with sales teams and clients to gather detailed information to prepare accurate quotes.
• Coordinate with various departments including sales, production, and logistics to compile all necessary data for quote preparation.
• Assess and analyze client specifications and requirements against company capabilities.
• Ensure quotes are prepared and delivered to clients within set deadlines.
• Revise quotes as necessary based on client feedback or changes in specifications.
• Maintain accurate records of quotes for reporting and future reference.
• Monitor and report on the status of quotes to management and relevant stakeholders.
• Update pricing databases and systems with the most recent and accurate information.
• Handle customer inquiries and resolve issues related to quotes.
• Follow up with clients to obtain feedback and improve the quoting process.

• Proven experience as a quote coordinator or similar role, preferably in a manufacturing or technical environment.
• Strong numeracy and analytical skills, with great attention to detail.
• Excellent organizational and time management abilities.
• Clear and effective communication skills, both written and verbal.
• Proficiency in MS Office, with particular strength in Excel.
• Familiarity with CRM and ERP systems, and quoting software.
• Ability to understand technical language and requirements.
• Good negotiation and customer service skills.
• Strong teamwork and collaboration skills to work with multiple departments.
• Educational background in business administration, finance, or relevant field.

Frequently Asked Questions:

What does a Quote Coordinator do?

A Quote Coordinator builds and processes customer or vendor quotes: gathering requirements, pulling pricing from internal systems, applying discounts and contract terms, generating proposals, routing for approvals, and following up to close. They sit between sales, finance, and operations, often handling dozens of active quotes at once.

How much does it cost to hire a Quote Coordinator?

Hiring a Quote Coordinator in the U.S. is significantly more expensive than in Latin America, with an average U.S. salary of $4,800 per month compared with an average Latin American salary of $1,500 per month, creating potential savings of up to 69%. Working with South gives you access to a vetted pool of LatAm Quote Coordinators on contracts that handle compliance and payroll, with same-time-zone collaboration.

Can a U.S.-based company hire a remote Quote Coordinator from Latin America?

Yes. Quoting is system-and-document work. Latin American quote coordinators with prior B2B experience can run CPQ, ERP, and pricing systems for U.S. companies from outside the country. South contracts locally and keeps them in your time zone.

What skills should I look for when hiring a Quote Coordinator?

Strong attention to detail, comfort with CPQ tools (Salesforce CPQ, DealHub, Conga), Excel fluency for ad-hoc pricing models, plus the communication skill to chase down approvals without irritating the approvers. Senior signal is consistently low quote error rates and fast turnaround.

What tools and software should a Quote Coordinator know?

Salesforce CPQ, DealHub, Conga, HubSpot, NetSuite, SAP, Microsoft Dynamics, plus Excel for complex pricing and DocuSign or PandaDoc for proposal generation. Slack or Teams for sales coordination.

How is a Quote Coordinator different from related roles?

A Quote Coordinator focuses on the quote and proposal lifecycle. A Sales Operations Manager owns the broader process and tooling. A Procurement Specialist works the buy-side. A Quote Coordinator is the production layer of the quote-to-close motion.

How can South help me hire a Quote Coordinator?

South vets LatAm quote coordinators with quote-building exercises, English fluency tests, and references from past B2B sales orgs. You see a shortlist in seven to ten days, run your own interviews, and onboard in one to two weeks. Schedule a free call here to get started!

Interview Questions:

• Walk me through your fastest quote turnaround. What helped?
• I give you a complex multi-product quote with three discount tiers. Build it.
• How do you handle a sales rep who keeps requesting quotes outside policy?
• Walk me through your error-checking before sending a quote.
• Tell me about a deal that went sideways because of a quote mistake. What did you fix?
• How do you escalate a discount approval that the manager is sitting on?
• Walk me through your quote tracking. What metrics do you watch?
• How do you handle a customer who keeps asking for revised quotes?
• Compare Salesforce CPQ and DealHub. Where do they shine and where do they struggle?
• What is your weekly volume target, and how do you sustain it?

Related Roles:

• Procurement Specialist
• Billing Specialist
• AP / AR Specialist
• Inventory Planner
• Vendor Management Specialist
• Administrative Assistant

Related Skills:

• Salesforce
• HubSpot
• Customer Support
• Zendesk
• Slack
• Asana
• Airtable
• Jira