Insides Sales Representative

Insides Sales Representative

The Inside Sales Representative is responsible for activities that directly support the sales group relating to all accounts.

Specific Duties

• ACCOUNT MANAGEMENT

o Maintain the day-to-day relationships with all assigned account Facility Managers and associated site team

▪ Assisting with handling emergency calls (e-calls), updating cases, and coordinating with clients to completion of cases.

o Manage customer access requests for customer portal.

o Preparing Annual/Quarterly Business Review presentations for the sales team.

o Collaborate with Scheduling department to ensure client requests are managed to the best of our abilities.

o Work well with co-workers and departments to streamline and improve operations and delivery to our customers.

o Responsibility for tracking e-calls within client base, during the event through completion, and follow-up with the client when the event is completed with a recap and for closure from the client.

o As needed, coordinate conference calls with customer and subcontractors to ensure proper scope of work and timely job completion.

o Stay current on all scheduled work and ensure if any challenges arise that you act as the point person to communicate with the customer.

o Respond to all inquiries and requests within a timely manner and communicate approximate lead-time for quote turn around.

• FIELD SERVICE REPORTS (FSR’s) | Follow-Up Required

o Reviewing action items from FSR’s for necessary follow-up.

o Reviewing Material Request Notifications for necessary follow-up.

• QUOTES & JOB MANAGEMENT

o Complete ownership of the entire sales process to include opportunity research, proposal creation, proposal submission and routine follow up to closure.

o Maintain status updates via CRM system (Salesforce)

o Order entry for all Closed Won opportunities, including:

▪ New Contract and Renewal Contract Quotes.

▪ T&M Quotes and Job Management:

▪ Ensuring an order is in place for all dispatch/scheduling requests.

▪ Obtaining a PO when necessary for e-calls.

▪ Responsible for order documentation on scheduled events and FSR’s.

o Schedule all managed maintenance events with customer and vendor.

o Source and procure all materials required to complete the quoted job

o Review vendor invoices related to materials and labor needed for job

o Assist sales and field operations with ad-hoc projects and analyses.

Requirements

• Proficiency in Microsoft Office with emphasis on EXCEL applications

• Strong verbal and written communication skills

• Flexibility to work overtime

• Responsible, dependable, and organized work habits

• Knowledge of Salesforce CRM a plus

• Experience with a national service organization a plus

• Previous sales experience a plus

Education/Experience

• Associate degree in Supply Chain Management, Finance or Business Administration or equivalent experience