Inside Sales Specialist
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Job Description
Structured overview of role & requirementsAbout This Role
Support sales process by creating, tracking, and managing quotes and proposals accurately, including equipment take-offs and vendor pricing requests.
Manage customer communications during quoting and order processing to ensure clarity and timely responses.
Maintain CRM (D365) for customer and account information, ensuring data accuracy and lead time tracking to reflect delivery timelines.
Minimum Requirements
Experience in inside sales or sales support roles with responsibilities including quoting and CRM usage.
Proficiency with Microsoft Dynamics 365 (D365) or similar CRM systems required.
Strong communication skills in verbal and written form essential as this role interacts with clients and vendors.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Detail-oriented and organized to manage multiple projects and maintain accuracy in quotes and customer data.
Customer-focused with ability to balance client interests and commercial goals in communications and proposals.
Able to work independently with minimal supervision while collaborating effectively with design consultants, engineering teams, and sales staff.