The Inside Sales Representative will provide essential support to the Outside Sales Representatives across the region by managing client communications, preparing work orders, and ensuring a smooth transition to the estimating team. This role focuses on enhancing the efficiency of the sales process through detailed coordination and customer service.
Key Responsibilities
Responsibilities
• Serve as the primary internal support for the Outside Sales Representatives by handling administrative sales tasks and ensuring smooth client communication.
• Act as the point of contact for customers regarding questions related to quotes, orders, and project details.
• Create and manage work orders by gathering all relevant project details from the sales team and clients.
• Ensure accurate and timely handoff of work orders to the estimating team for bid preparation.
• Track and follow up on work orders to ensure projects progress smoothly and all team members remain informed.
• Maintain and update sales-related records in the CRM system, including client details, work order progress, and completed estimates.
• Coordinate with internal departments (operations, dispatch, billing) to address customer needs and resolve issues efficiently.
• Assist with preparing proposals, sales quotes, and supporting documents as needed.
• Provide sales activity reports and updates to the Outside Sales team and leadership as required.
• Support the sales team by scheduling appointments, job-site visits, and trade show arrangements.
• Serve as the primary internal support for the Outside Sales Representatives by handling administrative sales tasks and ensuring smooth client communication.
• Act as the point of contact for customers regarding questions related to quotes, orders, and project details.
• Create and manage work orders by gathering all relevant project details from the sales team and clients.
• Ensure accurate and timely handoff of work orders to the estimating team for bid preparation.
• Track and follow up on work orders to ensure projects progress smoothly and all team members remain informed.
• Maintain and update sales-related records in the CRM system, including client details, work order progress, and completed estimates.
• Coordinate with internal departments (operations, dispatch, billing) to address customer needs and resolve issues efficiently.
• Assist with preparing proposals, sales quotes, and supporting documents as needed.
• Provide sales activity reports and updates to the Outside Sales team and leadership as required.
• Support the sales team by scheduling appointments, job-site visits, and trade show arrangements.
Skills, Knowledge and Expertise
Required Skills and Abilities
• Strong verbal and written communication skills for effective client support and internal collaboration.
• Excellent organizational and time management abilities, with strong attention to detail.
• Proficiency with Microsoft Office Suite (Excel, Outlook, Word) and CRM platforms (e.g., Salesforce).
• Ability to coordinate seamlessly with cross-functional teams, including Outside Sales Representatives and estimators.
• Strong problem-solving skills to address client inquiries and resolve work order issues quickly.
Qualifications
• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Minimum of 2+ years of inside sales support or similar experience, preferably in the construction or underground utilities industry.
• Familiarity with creating and managing work orders, estimates, and CRM tools.
• Professional demeanor and ability to build rapport with clients and team members.
Physical Demands/Work Environment
• Prolonged periods sitting at a desk and working on a computer.
• Occasional lifting of office materials (up to 15 pounds).
• Ability to travel occasionally for team meetings or customer events.
Key Competencies
• Team Collaboration
• Organizational Skills
• Customer Service Orientation
• Attention to Detail
• Problem-Solving
All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, or protected veteran status.
• Strong verbal and written communication skills for effective client support and internal collaboration.
• Excellent organizational and time management abilities, with strong attention to detail.
• Proficiency with Microsoft Office Suite (Excel, Outlook, Word) and CRM platforms (e.g., Salesforce).
• Ability to coordinate seamlessly with cross-functional teams, including Outside Sales Representatives and estimators.
• Strong problem-solving skills to address client inquiries and resolve work order issues quickly.
Qualifications
• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Minimum of 2+ years of inside sales support or similar experience, preferably in the construction or underground utilities industry.
• Familiarity with creating and managing work orders, estimates, and CRM tools.
• Professional demeanor and ability to build rapport with clients and team members.
Physical Demands/Work Environment
• Prolonged periods sitting at a desk and working on a computer.
• Occasional lifting of office materials (up to 15 pounds).
• Ability to travel occasionally for team meetings or customer events.
Key Competencies
• Team Collaboration
• Organizational Skills
• Customer Service Orientation
• Attention to Detail
• Problem-Solving
All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, or protected veteran status.