Position Summary
The Inside Sales Associate supports the sales organization by managing inbound sales inquiries, conducting targeted outbound outreach to lost or inactive customers, and assisting with new account onboarding, coordinating cross‑department reporting, and providing analytical support to leadership. This role also serves as a liaison between Sales, Customer Support, and other internal departments to ensure smooth communication, accurate reporting, and an exceptional customer experience.
Key Responsibilities
New Customer Advocate and Onboarding
- Support onboarding of new customers, including account setup and initial outreach.
- Establish a structured follow‑up cadence to ensure a positive early customer experience.
- Identify opportunities to improve onboarding workflows.
- Monitor early customer activity and escalate concerns when needed.
Inbound Sales Support
- Respond to inbound sales inquiries promptly and professionally, both email and phone.
- Qualify leads, provide product or service information, and route opportunities to the appropriate Territory Sales Advocate.
- Work from assigned territories or customer lists provided by Sales Leadership.
- Document outreach activity and customer feedback in CRM.
- Maintain high standards of responsiveness, accuracy, and customer experience.
Outbound Sales to Lost or Inactive Customers
- Conduct outbound outreach to lost, inactive, or low-engagement customers.
- Work from lists assigned by territory, non-direct coverage areas, or as directed by Sales Leadership.
- Document call outcomes, reactivation opportunities and customer feedback in the CRM.
Customer Support Liaison
- Serve as an internal liaison to Customer Care for follow‑up issues.
- Assist Territory Sales Advocates by handling routine follow‑up with problematic or escalated customers.
- Ensure timely communication and resolution updates to the sales team.
Reporting Support
- Serve as a liaison to other departments, run and distribute recurring and ad‑hoc sales‑related reports or provided requested data (as approved by Sales Leadership).
- Ensure accuracy, timeliness, and clarity in all reporting deliverables.
- Support interdepartmental communication to improve visibility into sales activity and customer trends.
- Maintain an organized system for tracking reporting requests.
- Measure, track and report on the referral initiative.
- Maintain organized, up‑to‑date records to support strategic decision‑
- Assist Sales Leadership with generating and maintaining key sales reports.
- Contribute to improving reporting processes and data visibility.
- Maintain accurate CRM data, documentation, and activity logs.
Qualifications
- Strong communication skills, especially phone outreach.
- Highly organized with excellent attention to detail.
- Comfortable working cross‑functionally.
- CRM experience preferred
- Basic analytical skills; proficiency with Excel.
- Ability to work independently.
- Prior inside sales or customer service experience is a plus.
KPI’s to Measure for Variable:
- New Customers
- Reactivated Customers