Inside Sales Representative

Key Responsibilities

• Respond to inbound calls, emails, and online inquiries for service and project requests
• Qualify customer needs and recommend appropriate solutions
• Build and maintain strong relationships with contractors, property managers, and end users
• Follow up on leads, proposals, and open opportunities to close sales

Estimating & Quoting

• Prepare accurate quotes for service, repairs, maintenance agreements, retrofits, and small projects
• Review plans, specs, and customer requirements for bid opportunities
• Coincide with field technicians and estimators for scope verification and pricing
• Ensure proposals are submitted timely and professionally

Account Management

• Manage existing customer accounts and identify upsell/cross-sell opportunities
• Promote preventative maintenance agreements and long-term service contracts
• Maintain regular communication with key customers to drive repeat business

Coordination & Support

• Work closely with dispatch, service, and installation teams to ensure smooth job execution
• Communicate job scope, timelines, and customer expectations internally
• Assist with scheduling and project handoffs as needed

CRM & Administrative

• Maintain accurate records of leads, opportunities, and customer interactions in CRM
• Track sales activity, pipeline, and forecast updates
• Aid in reporting and sales performance metrics