What are the responsibilities and job description for the Quotation Specialist position at Bailey Equipment and Intralogistics?
Description
Description:
Bailey sold its first forklift in 1949. Since then, Bailey has remained a family-owned and operated business dedicated to selling, leasing, renting, servicing, and providing parts for forklift trucks throughout the Southeast.
We are seeking a?Quoting Specialist?who thrives in a fast-paced, customer-focused environment. This role is key to delivering white glove customer experience, providing proactive, personalized communication and support to customers seeking forklift repair, service, and parts. You’ll work closely with Forklift Technicians and Sales staff to assess needs, build accurate quotes, and ensure a seamless transition from quote to service execution.
Responsibilities:
- Collaborate with Forklift Technicians?to develop quotes based on technical assessments and customer requirements.
- Apply mechanical knowledge and diagnostic insight to accurately interpret technician assessments, ensuring quotes reflect the true scope of repairs, parts, and labor required
- Act as a communication bridge?between technicians, sales staff, and customers—ensuring clarity, responsiveness, and follow-through.
- Deliver quotes with a consultative approach, supporting Sales staff in gaining customer approval through clear, value-driven communication.
- Proactively quote second-segment opportunities to customers to help maximize their fleet’s uptime
- Build quote templates to streamline the quoting process.
- Convert approved quotes into service work orders?in Bailey’s ERP system and coordinate with Parts staff to ensure timely availability of required components.
- Provide high-touch service?to walk-in and call-in customers, offering expert guidance and prompt quoting support.
- Support special projects and additional duties?as needed, contributing to a collaborative and customer-first culture.
What we offer:
- Competitive hourly pay, paid weekly
- Comprehensive benefits package
- Multiple health plans, including one with 100% employer-paid premiums
- Generous 401(k) matching
- 100% employer-paid short and long-term disability
- Industry-leading vacation plan: 3 weeks PTO up to 5 sick days for new employees
- Referral bonuses
- Assigned company vehicles
- A family-owned culture that values employees and customers alike
- Career growth opportunities in a supportive environment
Requirements
Requirements:
We’re looking for someone who is personable, detail-oriented, and thrives on delivering exceptional service. You should be a strong communicator, a problem solver, and someone who takes pride in being a reliable point of contact for both internal teams and customers.
Education/Training/Experience:
- High school diploma or equivalent
- Experience with forklift or heavy equipment repair is preferred
- Familiarity with ERP systems (especially e-Emphasis) is a plus
Skills and abilities:
- Strong written and verbal communication skills
- Strong mechanical and diagnostic skills
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Ability to learn quickly and adapt to changing priorities
- Positive, professional demeanor
- Safe and responsible work habits