Job Details

Quoting Officer - Work From Home

  2026-01-15     Twoconnect     Oakland,CA  
Description:

Quoting Officer

We're looking for a Quoting Officer who can accurately prepare and convert quotes for curtains, blinds, and window furnishings while maintaining organized digital records and delivering professional customer support. In this role, you'll handle quoting, general administration, and basic AP/AR tasks, ensuring accuracy, efficiency, and clear communication. Strong Excel skills, attention to detail, and the ability to manage multiple tasks are essential as you support both customers and internal operations.

Responsibilities include:

  • Prepare accurate quotes for curtains, blinds, and window furnishing products based on measurements, notes, and supplied information.
  • Enter and convert hard-copy/manual quotes into the digital quoting system or Excel-based templates.
  • Ensure quotes are complete, correct, and aligned with pricing guidelines, materials, and product specifications.
  • Send approved quotes to customers via email or system-generated formats.
  • Follow up with customers as required regarding quote acceptance, amendments, or additional information.
  • Maintain a professional, customer-focused approach when interacting with clients.
  • Accurately convert paper-based quoting information into digital records, ensuring all details are captured.
  • Store and organize quoting data in the designated system (cloud folders, shared drives, CRM, or POS system).
  • Maintain consistent file naming, version control, and storage standards.
  • Assist with the transition from manual quoting systems to digital processes where required.
  • Support the business with general administrative duties to ensure smooth operations.
  • Assist with Accounts Payable and Accounts Receivable tasks where required, including:
    • Entering invoices and payments
    • Matching supplier invoices to purchase orders
    • Following up outstanding customer payments
    • Issuing statements or reminders
    • Reconcile basic data in Excel or accounting system (Xero / MYOB / QuickBooks depending on business).
  • Support the store manager with filing, document control, and administrative tasks.
  • Maintain accurate customer records and quoting files.
  • Assist with stock or supplier pricing updates relevant to quoting.
  • Provide backup reception/customer service support as needed.
  • Participate in continuous improvement of quoting templates, digital storage, and process efficiency.
  • Other roles specific duties as they arise.


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