Position Summary
The Inside Sales Representative I is responsible for generating and nurturing leads,
responding to customer inquiries, and supporting the sales process through various
communication channels such as phone, email, and CRM systems. The role requires
strong interpersonal skills, attention to detail, and the ability to manage multiple
priorities efficiently.
Key Responsibilities:
● Respond promptly to inbound inquiries and qualify leads to identify potential
sales opportunities.
● Generate quotes, present product or service solutions, and convert leads into
opportunities.
● Maintain accurate records of customer interactions and sales activities in the
CRM system.
● Conduct professional and courteous phone and email correspondence.
● Deliver a consultative experience by understanding customer needs and
recommending tailored solutions.
● Ensure timely follow-up with all active accounts and open opportunities.
● Accurately track deal stages, potential revenue, and estimated close dates.
● Plan and execute next steps for each opportunity and document all relevant
sales notes.
● Collaborate with external sales representatives to pass off qualified leads when
appropriate.
● Confirm all customer order details including product specs, shipping
preferences, and billing information.
● Ensure orders meet accuracy and compliance standards, including tax and
logistics considerations.
● Submit necessary documentation (e.g., quotes, case records, service requests)
with precision and clarity.
● Achieve daily and weekly sales call targets (e.g., 35+ outbound calls).
● Meet or exceed defined metrics such as response time, quote turnaround, and
margin goals.
● Regularly review sales opportunities and plan tasks to maintain an organized
and effective workflow.
● Adhere to scheduled work hours and communicate planned absences in
advance.
Maintain a positive, team-oriented attitude and uphold professional behavior
in all interactions.
● Manage daily responsibilities efficiently while staying aligned with broader
sales team goals.
