Quick Overview
Job Description
Job Description
Job Description
Job Title: Inside Sales Representative
Position Overview
The Inside Sales Representative is responsible for driving revenue by managing, nurturing, and converting inbound and existing opportunities through consistent follow-up, CRM execution, and targeted communication. This role is heavily focused on inside sales activity including phone, email, and CRM-driven workflows, ensuring no opportunity falls through the cracks.
The ideal candidate is highly organized, proactive, and disciplined in follow-up, with a strong ability to manage a high volume of opportunities while supporting both sales and operational functions. This role plays a critical part in keeping the sales pipeline active, accurate, and consistently moving toward close.
Key Responsibilities
Lead Follow-Up & Opportunity Management
Proactively follow up on inbound leads, existing bids, and open opportunities via phone, email, and CRM workflows
Maintain consistent communication cadence with prospects to drive engagement and decision-making
Execute structured follow-up sequences and campaigns to re-engage stalled opportunities
Qualify leads and identify next steps to move deals forward efficiently
Ensure all opportunities are actively progressing through the pipeline
CRM Execution & Pipeline Management
Maintain accurate and up-to-date records of all communications, notes, and deal activity in CRM (Zoho)
Manage task lists, reminders, and automated workflows to ensure consistent follow-up
Monitor pipeline stages and proactively move deals forward based on activity and timelines
Support reporting accuracy by maintaining clean and organized CRM data
Assist in implementing and improving CRM workflows and automation
Client Communication & Relationship Support
Serve as a consistent point of contact for clients during early and mid-stage sales processes
Build rapport and maintain professional communication with contractors, builders, and clients
Support outside sales and estimating teams by coordinating communication and follow-ups
Help position the company as responsive, organized, and easy to work with
Marketing & Outreach Support
Assist with email campaigns, outreach initiatives, and CRM-driven marketing efforts
Execute follow-up campaigns tied to marketing initiatives and lead generation efforts
Support database management, contact segmentation, and list organization
Track engagement and help optimize outreach effectiveness
Operational & Sales Support
Provide operational support to the sales and estimating teams as needed
Assist with proposal coordination, document collection, and client communications
Help ensure smooth handoff of closed deals to operations
Support internal coordination between sales, estimating, and project teams
Contribute to process improvements across sales and operations workflows
Key Performance Indicators (KPIs)
Number of follow-ups per opportunity
Speed to lead response time
Pipeline movement and stage conversion rates
Total revenue influenced and closed
CRM data accuracy and hygiene
Number of re-engaged or revived opportunities
Email/phone outreach activity and engagement rates
Qualifications
The right person is more important than the right experience
1–3+ years of inside sales, customer service, or sales support experience preferred
Strong communication skills (phone, email, and written)
Highly organized with strong attention to detail
Experience using CRM systems preferred
Ability to manage multiple opportunities and priorities simultaneously
Self-starter with a proactive and disciplined follow-up mindset
Core Traits for Success
Relentless follow-up and consistency
High level of organization and task management
Strong sense of urgency and ownership
Process-driven and detail-oriented
Professional, responsive, and team-oriented
Comfortable working both in front and behind the scenes to drive results
Compensation Structure
On Target Earnings (OTE): $85,000
Competitive Base Salary + Commission Structure to achieve the OTE
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