Inside Sales Executive

Key Responsibilities

• Serve as the first-line responder for inbound inquiries (web, email, phone).
• Qualify leads using BD-defined criteria and route appropriately to External Sales or Technical SMEs.
• Maintain timely follow-up with prospects to ensure movement through the sales funnel.
• Act as a dedicated inside support liaison for External Sales.
• Prepare pre-call briefs and gather background materials for External Sales meetings.
• Aid in proposal preparation, scope refinement, and document organization.
• Cook up and coordinate with technical teams to assemble required data for quotations or capability responses.
• Support coordination of conferences, trade shows, and client visits.
• Create, update, and track quotes, proposals, and SOWs using RJLG templates and CRM systems.
• Ensure proposals reflect accurate technical content, appropriate pricing, and required legal/compliance language.
• Manage version control and maintain a central repository of proposal assets.
• Maintain all opportunity records, contact data, and forecasting information in the CRM.
• Prepare weekly pipeline summaries for BD leadership (including Mark and the Executive Team).
• Track KPIs such as quote volume, win rates, follow-up compliance, and segment performance.
• Provide exceptional customer service by responding promptly to inquiries, providing updates, and resolving minor issues.
• Support onboarding of new clients by coordinating kick-off communications and ensuring smooth project initiation.
• Manage renewals, recurring service reminders, and follow-up touch points for key clients.
• Work closely with Project Managers, Laboratory Supervisors, the Technical Consulting Group, and administrative teams.
• Cook up collateral, capability statements, case studies, and outreach campaigns when needed.
• Aid BD leadership with data requests, market research, competitive insights, and reporting.
• Ensure all Inside Sales activities reinforce External Sales goals, metrics, and account plans.
• Identify opportunities for upsell, cross-sell, and account expansion and route them to External Sales quickly.
• Participate in BD team meetings, strategy sessions, and quarterly review updates to ensure unified direction.

Qualifications

• Bachelor’s degree in Business, Communications, Marketing, or related field (or equivalent experience).
• 2+ years of inside sales, client services, or business development coordination preferred.
• Strong communication and interpersonal skills.
• Experience coordinating proposals, quotes, or technical documentation is a plus.
• CRM experience required (Salesforce, HubSpot, or similar).
• Ability to manage multiple deadlines simultaneously in a fast-paced environment.

Competencies

• Customer Focus: Responds quickly and professionally to all inquiries.
• Detail Orientation: Manages documentation, quotes, and records with precision.
• Collaboration: Works seamlessly with BD staff, technical teams, and leadership.
• Proactive Work Style: Anticipates the needs of External Sales and takes initiative.
• Professional Communication: Represents RJ Lee Group’s brand and values with professionalism.