Summary The Inside Sales Representative gathers data and actively listens to prospective and existing clients by using consultative methods to fully understand their business, uncover their problems, and identify impact areas. The daily functions include prospecting, qualifying, disqualifying, and selling products across multiple applications to prospective and current customers across the region.

Duties and Responsibilities:

Customer Base Management

• Engage in cold-call prospecting with current customers to nurture client relationships and to create new opportunities

• Follow up with customers to determine the status of open quotes and report findings to the Branch Manager.

• Reply to quotes promptly and enter them into P21 for accurate tracking

• Expedite orders and ensure customer’s quoted date is met.

• Address and resolve any customer issues and complaints promptly and notify management and/or Outside Sales Rep if circumstances escalate.

• Research customer demographics and keep management informed of customer needs, buying trends, and market conditions

• Process cancellations or changes in sales orders appropriately and communicate to related departments as required.

• Interface with Shipping and Vendors to ensure delivery commitment to clients is met.

• Communicate and help resolve payment and credit issues with the Accounts Receivable Representative if needed.

• Update customer contact information in P21’s Contact Management System and notify the outside sales representative of any changes with existing customer information and new customers in the CRM platform.

• Participate in the “On-Call” rotation (this includes lunch hour, after-hours, and weekends)

• Ask probing and discovering questions when receiving a quote from a customer to ensure the best options to receive an order are presented.

Business Creation & Growth

• Build and maintain a healthy pipeline of qualified sales opportunities

• Identify and close inside sales (e.g. Up-selling) opportunities with existing customers to achieve assigned objectives while ensuring regular and effective communication

• Continuously identify and develop opportunities utilizing inbound/outbound calls for customer

development and revenue growth.

• Collaborate with Team Manager to determine essential strategic approaches for sales.

• Attend sales meetings concerning sales targets or forecasts, skill-building, and professional

development meetings.

• Participate in ad-hoc sales campaigns and programs to help generate new prospects/opportunities.

• A follow-up report is required on the Outside Salesman’s weekly call report

Additional Responsibilities

Assist other co-workers as needed
Record all missed opportunities and submit them to the Branch Manager
Delegate order entry, sourcing, filing, and expediting to Sales Assistant, clearly communicating
urgency when needed.
Must be able to begin working promptly at 7:45 AM and stay after 5:00 P.M. as needed until
promised quotes/orders are completed.
Occasional travel

Knowledge, Skills, and Abilities

• Energetic, self-starter with the ability to adapt to change in a highly dynamic work environment

• Outstanding written and verbal communication, presentation, and time management skills

• Microsoft Office proficiency

• Ability to maintain a high level of activity, manage multiple competing priorities, and work

effectively in a results-driven culture

• Ability to initiate, establish, and nurture meaningful business relationships over the phone.

• Develop strong product/price knowledge as well as customer knowledge

• Strong ability to sell and be persuasive over the phone

Education and Qualifications

High School diploma required
Bachelor’s degree in Marketing, Business, or a related field is a plus
3-5 years’ inside sales experience in pipe, valve, or fitting
P21, Activant or Epicor software experience is a huge plus.

AIV L.P. jobs

Inside Sales Representative