INSIDE SALES COORDINATOR

Responsibilities

• Salesforce CRM Management
• Supports the Salesforce CRM platform as the single source of truth for all customer accounts, opportunities, and sales activity
• Buils and manages dashboards, reports, and pipeline views to give leadership real-time visibility into sales performance
• Ensures data integrity across accounts, contacts, and opportunity records; enforces consistent entry standards across the team
• Pricing Management
• Updates pricing schedules for value streams in line with market rates, margin targets, and contract terms
• Prepares custom pricing proposals for commercial and industrial accounts; ensures accuracy before submission
• Maintains a pricing matrix in Salesforce and ensures outside sales representatives have access to current, approved rates
• Order Tracking & Coordination
• Tracks all open orders from placement through delivery, proactively communicating status updates to customers and internal stakeholders
• Collaborates with operations and logistics teams to resolve scheduling conflicts, delivery exceptions, or supply issues
• Logs and manages order data in Salesforce; flags at-risk orders and escalates as needed
• Maintains accurate records of contract volumes, delivery schedules, and billing milestones
• Outside Sales Support
• Serves as the primary internal contact for outside sales representatives while traveling, handling customer inquiries, urgent pricing requests, and time-sensitive account needs
• Prepares sales presentations, proposals, and quote packages for outside representatives in advance of customer meetings
• Debriefs with outside representatives upon return to update Salesforce records and advance open opportunities
• Customer Relationship Management
• Builds strong relationships with assigned accounts through regular check-ins, prompt responsiveness, and proactive communication
• Handles inbound customer calls and emails related to pricing, orders, account status, and contract renewals

Requirements

• 3-5+ years of inside sales, sales operations, or sales support experience, preferably in energy, utilities, or industrial distribution
• Proficiency in Salesforce CRM, including building reports, dashboards, and automating workflows
• Demonstrated experience managing pricing, quotes, or contracts in a B2B environment
• Strong order management and coordination skills; ability to manage multiple active accounts simultaneously
• Excellent written and verbal communication skills; able to represent ASDI professionally in all customer interactions
• Highly organized with disciplined approach to data entry, follow-through, and process adherence
• Preferred: Salesforce Administrator certification or equivalent experience
• Familiarity with commodity pricing dynamics and energy or fuel distribution markets

Objectives

• CRM data completeness and accuracy maintained at or above defined compliance threshold
• Customer inquiries and internal requests handled within established response time standards
• Pricing proposals submitted without material errors on a consistent basis
• At-risk orders flagged and escalated before customer-facing delivery failures occur
• Outside sales representatives report high satisfaction with internal support quality during travel periods