Supports Sales Executives with quote preparation, RFQs, proposals, customer follow-up, lead qualification, account coordination, order entry, and CRM record maintenance. Provides product information, coordinates communication across internal teams, tracks sales opportunities, and assists with trade shows, process improvements, and commercial administrative tasks.
Position Summary
The Inside Sales Associate supports revenue-generating activities by assisting Sales Executives with customer engagement, quote preparation, proposal coordination, and internal collaboration related to sales opportunities.
This role partners with Sales, Operations, and other internal teams to help coordinate account activities, support the sales pipeline, and facilitate communication related to customer projects and product inquiries. The position focuses on supporting the commercial sales organization and assisting with sales-related processes that contribute to business development and customer engagement.
This position is part of an evolving organizational structure designed to strengthen collaboration between commercial teams and improve operational efficiency across customer-facing processes.
Essential Duties & Responsibilities
Responsibilities include, but are not limited to, the following:
Sales Support & Revenue Activities
- Assist Sales Executives with sales-related activities including quote preparation, sample coordination, and proposal documentation.
- Support the preparation and coordination of RFQs, RFPs, and related proposal materials.
- Conduct outbound and follow-up communications with prospective and existing customers to support sales initiatives and lead qualification.
- Assist with tracking sales opportunities and maintaining accurate records of quotes and account activity.
- Coordinate follow-up communications related to open quotes, project inquiries, and product information requests.
- Support internal coordination required to advance sales opportunities and customer projects.
Account & Customer Coordination
- Assist Sales Executives in maintaining ongoing customer relationships through proactive communication and coordination.
- Support smaller accounts or targeted market segments as directed by sales leadership.
- Coordinate communication between customers and internal teams including Sales, Operations, Shipping, Finance, and Customer Experience.
- Provide status updates related to quotes, orders, or project-related inquiries when requested by Sales leadership.
Commercial Operations Support
- Track and coordinate requests for quotes and product information to ensure timely internal responses.
- Assist with order entry, documentation updates, and administrative coordination related to sales transactions.
- Maintain accurate customer, quote, and account records in CRM or internal business systems.
- Participate in contract review documentation and administrative updates when applicable.
- Coordinate the distribution of catalogs, brochures, and product information to customers and prospects.
Product & Market Support
- Provide general product information to customers, prospects, and internal teams.
- Assist Sales Executives with product research and project-related inquiries.
- Support company participation in trade shows, marketing initiatives, or industry events when required.
Additional Responsibilities
- Maintain consistent communication with remote sales representatives to support account activities.
- Assist with internal process improvements related to sales coordination and account support.
- Perform additional duties, projects, or administrative support tasks as assigned.
Required Skills
- Strong written and verbal communication skills in English with the ability to confidently interact with customers, prospects, and internal teams in both one-on-one and small group settings.
- Ability to support sales activities by preparing quotes, discussing product information, and following up on customer opportunities in a professional and courteous manner.
- Strong organizational and problem-solving skills with the ability to prioritize multiple tasks and work independently in a fast-paced sales environment.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM or business software tools such as Outlook, HubSpot, and Infor.
- Ability to perform basic business calculations including discounts, commissions, and percentages related to sales transactions
- Detail-oriented with the ability to accurately enter and manage customers, quote, and order information in company systems.
- Ability to interpret written instructions, diagrams, and architectural drawings preferred.
Education & Experience
- Associates degree or equivalent. Bachelor’s Degree preferred.
- Minimum of 3-5 years’ customer service or call center experience.
- Sales experience is a plus
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