Sales Quoting Specialist

Purpose

In this role, you will serve as a trusted partner to Sales Account Managers and Account Executives, ensuring pricing, quotations, and custom service estimates are delivered efficiently and accurately. You will collaborate across multiple departments, improve business processes, leverage AI-enabled tools, and help create a seamless customer experience from opportunity through order execution. This is an ideal opportunity for a detail-oriented, analytical professional who enjoys solving problems, driving process improvements, and working at the intersection of sales, technology, and operations.

Clinisys’ AI Philosophy

Building an AI first organization is central to Clinisys’ purpose and the impact we deliver. As a global provider of intelligent diagnostic informatics solutions, we develop AI enabled, cloud-based platforms to enhance diagnostic workflows across healthcare, life sciences, and public health. By applying intelligent technology thoughtfully and responsibly, we help laboratories and testing environments operate more effectively, generate meaningful insights at scale, and ultimately support healthier, safer communities. Operating across more than 30 countries, Clinisys expects all colleagues—regardless of role or function—to work confidently with AI enabled tools, apply digital and analytical thinking, and continuously adapt as technologies evolve. Every team member must help drive an AI first sense of purpose and urgency.

Essential Functions

Sales Quoting & Pricing Support

• Partner with Account Managers and Sales Executives Specialists to generate, review, and approve customer quotations for new and existing clients.

• Support the ongoing maintenance and enhancement of sales quoting tools, including requirements gathering, testing, validation, and coordination with Information Systems teams.

• Process updates and modifications to existing sales orders.

• Serve as a subject matter resource for quoting processes and pricing-related inquiries.

Custom Services & Fee-for-Service Quotes

• Manage the end-to-end custom quoting (Fee for Service) process.

• Act as the primary liaison between customers and internal functional teams, including Product Development and other key stakeholders.

• Create pricing estimates and custom service quotations based on customer needs.

• Monitor service-level commitments and ensure compliance with established internal timelines and agreements.

Process Improvement & Operational Excellence

• Proactively identify opportunities to improve quoting processes, tools, and workflows.

• Lead or coordinate process improvement initiatives through successful implementation.

• Partner with Business Analysts to support data analysis, reporting, and system administration activities.

• Leverage AI-enabled and data-driven tools to improve efficiency, accuracy, and decision-making.

Training & Collaboration

• Develop training materials, job aids, and process documentation in partnership with Sales Education teams.

• Maintain knowledge of Clinisys products, services, and configuration requirements.

• Support colleagues by providing guidance on quoting policies, processes, and best practices.

• Perform other responsibilities as assigned.

Skills Needed to Be Successful

• Strong and quick learner, ability to understand both technical and business needs

• Ability to teach and operate with limited direction in a fast-paced environment

• Excellent oral and written communication skills

• Attention to detail

• Ability to remain flexible and handle ambiguity

• Analytical skills a must

Required Experience & Education

• Bachelor’s degree or equivalent experience.

• 1+ year of professional experience in pricing, quoting, sales operations, business operations, or a related field.

• Strong proficiency with Microsoft Office applications, particularly Excel.

• Experience managing multiple priorities while maintaining a high level of accuracy.

Preferred

• Experience working with CRM platforms such as NetSuite, Oracle CPQ, or similar systems.

• Experience in a sales, sales operations, or customer-facing business environment.

• Experience supporting process improvement initiatives.

• Exposure to business analytics, reporting tools, or data analysis.

Physical Requirements

· Work is performed in a normal office setting with minimal exposure to health or safety hazards. Prolonged periods of sitting at a desk and working on a computer. Must be able to lift to 10 pounds with assistance as part of office routine

· Limited travel may be required

Benefits

At Clinisys, we fostered a culture that values work-life balance and professional growth. Our business casual dress code, generous paid time off (PTO), and flexible work schedules support our employees both personally and professionally. As a mission-driven organization, we are proud to empower those who support healthcare systems. We emphasize continuous learning and development, promote from within, and encourage cross-functional collaboration, creating an environment where employees can thrive and advance in their careers.

Our benefits are designed to help you move forward in your career, and in areas of your life outside of work. From health and wellness benefits, 401 (k) Savings Plan, stock incentive programs, paid time off, parental leave, and tuition assistance, we've got you covered with our total rewards package. For part-timers, your coverage will vary as you may be eligible for some of these benefits depending on your individual circumstances.

The starting pay range for a candidate selected for this position who is generally within the range of $50,000 to $80,000 for annual base salary. The successful candidate’s actual pay will be based on various factors, such as work location, qualifications, and experience, so the actual starting pay may be above or below this range.

Clinisys Commitment to Equal Opportunity

Clinisys is an Equal Opportunity Employer. Employment decisions are made without regard to race, colour, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

General Guidance

This job description is meant to provide an accurate depiction of tasks and accountabilities that are most often associated with this role. While we strive to provide an accurate depiction, nothing in this description restricts the company from changing, reassigning, expanding or reducing the scope of accountabilities and is subject to change at any time.