Quotation clerk
みつもりじむいん
Industry & Occupation
Classification
- Major : Clerical Occupations
- Middle : Accounting Clerical Occupations
- Minor : Other Accounting Clerical Occupations
Summary
A clerical position that creates and manages quotations for customers and internal use, performing cost calculations and pricing.
Description
Quotation clerks receive quotation requests from customers or internal adjustments, identify cost elements such as materials, labor, and expenses, set appropriate unit prices, and prepare quotation sheets. They collaborate with sales and purchasing departments to gather and verify information, organize and manage data using Excel or ERP systems. To improve quotation accuracy, they monitor market price trends and analyze cost structures. After submission, they handle negotiations, revisions, post-order cost management support, etc., contributing to improved corporate profitability.
Future Outlook
With rising corporate cost awareness and DX initiatives, demand for personnel skilled in quotation efficiency tools will remain stable.
Personality Traits
Excellent communication skills / Meticulous / Strong sense of responsibility / Strong with numbers
Work Style
Companies with flextime / Office work / Remote
Career Path
Senior quotation clerk → Cost management staff → Accounting and finance staff → Department manager
Required Skills
Bookkeeping (basic) / ERP system operation / Office software / Quotation preparation
Recommended Skills
Business document creation / English (email) / Excel (advanced) / Presentation
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Analytical & Logical Thinking | Essential for accurately analyzing cost elements and calculating quotation values. |
| Attention to Detail & Accuracy | Errors in decimal amounts or unit prices directly lead to corporate losses. |
| Communication Skills | Required due to frequent coordination and confirmation with multiple departments such as sales and purchasing. |
| Numerical & Quantitative Analysis | High numerical analysis skills required for unit price calculations and cost analysis. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Creativity & Ideation | Mainly routine tasks with relatively few opportunities for creative ideas. |
| Physical Stamina & Endurance | Primarily desk work with low physical demands. |
Related Qualifications
- Microsoft Office Specialist (Excel)
- Nissho Bookkeeping Certification (Level 2)
Related Jobs
- Accounting clerk
- Financial clerk
- Purchasing clerk